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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 %
FIM
1251
Frontier Investment Management
Texas
$2.48M +$403K +4,637 +19%
FFA
1252
Fragasso Financial Advisors
Pennsylvania
$2.47M -$119K -1,350 -5%
WSC
1253
Wellington Shields & Co
New York
$2.47M +$32.9K +375 +1%
NJBEST
1254
New Jersey Better Educational Savings Trust
New Jersey
$2.46M -$264K -3,000 -10%
IIM
1255
Ipswich Investment Management
Massachusetts
$2.44M +$7.55K +86 +0.3%
SA
1256
Strategic Advisors
New York
$2.43M +$288K +3,278 +13%
PA
1257
Parallel Advisors
California
$2.43M +$434K +4,993 +22%
3C
1258
361 Capital
Colorado
$2.43M -$991K -11,283 -29%
BWP
1259
Baldwin Wealth Partners
Massachusetts
$2.41M +$20.2K +230 +0.8%
BAM
1260
Burgundy Asset Management
Ontario, Canada
$2.4M – – –
Cetera Investment Advisers
1261
Cetera Investment Advisers
Illinois
$2.4M +$349K +3,970 +17%
WIC
1262
Whitegate Investment Counselors
New Hampshire
$2.39M +$27.2K +310 +1%
FWM
1263
Frontier Wealth Management
Missouri
$2.37M -$597K -6,803 -20%
MCM
1264
Monarch Capital Management
Indiana
$2.37M -$62.9K -716 -3%
CBTWT
1265
Community Bank & Trust (Waco, Texas)
Texas
$2.37M -$35.1K -400 -1%
CIC
1266
Crawford Investment Counsel
Georgia
$2.37M +$84.4K +961 +4%
OA
1267
Outfitter Advisors
Virginia
$2.37M -$46.5K -530 -2%
MVA
1268
Mount Vernon Associates
Maryland
$2.37M +$26.3K +300 +1%
QI
1269
Quotient Investors
New York
$2.37M – – –
CWM
1270
Concert Wealth Management
California
$2.36M -$79.3K -918 -3%
SMM
1271
Stadion Money Management
Georgia
$2.36M +$63.4K +722 +3%
TNB
1272
Thomasville National Bank
Georgia
$2.36M +$2.36M +26,830 New
NPA
1273
Nichols & Pratt Advisers
Massachusetts
$2.36M -$26.4K -300 -1%
TP
1274
Truvvo Partners
New York
$2.36M +$17.6K +200 +0.8%
GJCM
1275
Grand Jean Capital Management
California
$2.35M +$587K +6,688 +33%
49 50
51
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