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JPMorgan Chase
JPM

Overview Fund Activity

2,144 hedge funds and large institutions have $234B invested in JPMorgan Chase in 2017 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 791 increasing their positions, 1,013 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+60
Holders Change %
+2.88%
% of All Funds
53.45%
Holding in Top 10
567
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-8.1%
% of All Funds
14.14%
New
146
Increased
791
Reduced
1,013
Closed
65
Calls
$2.8B
Puts
$3.74B
Net Calls
-$938M
Net Calls Change
-$596M

Top Buyers

1
BlackRock
BlackRock
New York
+$19.5B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$731M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$504M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$325M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$299M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.2B
2
Harris Associates
Harris Associates
Illinois
-$467M
3
Franklin Resources
Franklin Resources
California
-$447M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$265M
5
Invesco
Invesco
Georgia
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECML
1201
Eagle Capital Management (Louisiana)
Louisiana
$2.82M -$329K -3,749 -10%
LBC
1202
Lawrence B. Cohen
$2.81M +$21.1K +240 +0.8%
PG
1203
Patten Group
Tennessee
$2.8M +$22.1K +256 +0.8%
RG
1204
Renaissance Group
Kentucky
$2.8M -$23.8K -271 -0.8%
BCM
1205
Blume Capital Management
California
$2.8M -$874K -9,951 -24%
CL
1206
CPWM LLC
Washington
$2.79M +$996K +17,060 +55%
HIM
1207
Hutchens Investment Management
New Hampshire
$2.78M -$95.7K -1,090 -3%
HCA
1208
Harbour Capital Advisors
Virginia
$2.77M +$16.3K +185 +0.6%
DWM
1209
Dorchester Wealth Management
Quebec, Canada
$2.77M -$42.2K -481 -2%
TIA
1210
Tiemann Investment Advisors
California
$2.76M -$30.7K -350 -1%
SFWA
1211
Summit Financial Wealth Advisors
Louisiana
$2.75M -$207K -2,356 -7%
NPT
1212
Nixon Peabody Trust
Massachusetts
$2.74M -$31.4K -357 -1%
FA
1213
FCG Advisors
New Jersey
$2.74M +$47.3K +545 +2%
ST
1214
Smithfield Trust
Pennsylvania
$2.74M -$118K -1,338 -4%
FLI
1215
Family Legacy Inc
South Carolina
$2.73M +$2.73M +31,049 New
WPA
1216
Winning Points Advisors
Florida
$2.72M +$10.4K +117 +0.4%
Jacobs Levy Equity Management
1217
Jacobs Levy Equity Management
New Jersey
$2.72M -$2.58M -29,380 -49%
SCM
1218
SOL Capital Management
Maryland
$2.71M -$110K -1,256 -4%
CIM
1219
CIM Investment Management
Pennsylvania
$2.7M -$271K -3,082 -9%
ST
1220
Somerset Trust
Pennsylvania
$2.69M -$51.5K -586 -2%
JGC
1221
J. Goldman & Co
New York
$2.68M +$2.68M +30,488 New
VFA
1222
Voya Financial Advisors
Connecticut
$2.67M +$194K +2,196 +8%
AC
1223
Addison Capital
Pennsylvania
$2.66M -$135K -1,534 -5%
First Eagle Investment Management
1224
First Eagle Investment Management
New York
$2.66M – – –
MC
1225
Menta Capital
California
$2.66M +$905K +10,300 +52%
47 48
49
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