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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
1
BlackRock
New York
$20.2B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.6B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$680M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$325M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.78B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$8.69B
2
Harris Associates
2
Harris Associates
Illinois
$1.11B
3
Franklin Resources
3
Franklin Resources
California
$2.64B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$308M
5
Invesco
5
Invesco
Georgia
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$337M +$26.5M +301,135 +9%
TP
102
Third Point
New York
$329M -$132M -1,500,000 -29%
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
$329M -$1.54M -17,561 -0.5%
JHIU
104
Janus Henderson Investors US
Colorado
$327M +$39.5M +449,338 +14%
Viking Global Investors
105
Viking Global Investors
Connecticut
$325M +$325M +3,695,553 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$312M +$8.67M +98,730 +3%
US Bancorp
107
US Bancorp
Minnesota
$312M +$6.06M +69,044 +2%
Credit Agricole
108
Credit Agricole
France
$310M -$24.4M -278,128 -7%
1832 Asset Management
109
1832 Asset Management
Ontario, Canada
$308M -$265M -3,009,557 -46%
ECU
110
Egerton Capital (UK)
United Kingdom
$299M -$75.1M -854,543 -20%
USAA
111
United Services Automobile Association
Texas
$295M +$1.22M +13,930 +0.4%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$295M +$29.6M +336,848 +11%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$287M -$39M -443,506 -12%
SO
114
STRS Ohio
Ohio
$287M +$1.74M +19,757 +0.6%
BG
115
Bahl & Gaynor
Ohio
$287M +$15.5M +176,219 +6%
PAM
116
Panagora Asset Management
Massachusetts
$285M +$10.1M +115,116 +4%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$282M +$28.9M +329,297 +11%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$275M +$7.1M +80,853 +3%
Winslow Capital Management
119
Winslow Capital Management
Minnesota
$264M +$30M +341,272 +13%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$258M +$26.8M +305,633 +12%
Aviva
121
Aviva
United Kingdom
$257M -$9.9M -112,740 -4%
Brown Advisory
122
Brown Advisory
Maryland
$249M +$7.3M +83,063 +3%
SP
123
Sarasin & Partners
United Kingdom
$249M -$53.7M -611,380 -18%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$247M -$1.67M -18,977 -0.7%
TG
125
TCW Group
California
$247M -$41.9M -477,188 -14%
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5
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