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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 %
GT
1276
Greenleaf Trust
Michigan
$2.35M +$237K +2,697 +11%
AI
1277
Axiom Investors
Connecticut
$2.35M -$26.3K -300 -1%
FIM
1278
Freedom Investment Management
Connecticut
$2.34M +$385K +4,387 +20%
CCM
1279
Coe Capital Management
Illinois
$2.34M -$598K -6,805 -20%
NIS
1280
National Investment Services
Wisconsin
$2.34M -$1.42M -16,139 -38%
BIMC
1281
Benson Investment Management Company
Virginia
$2.34M +$1.87M +21,260 +399%
ADL
1282
Asset Dedication LLC
California
$2.33M -$15.7K -179 -0.7%
BCM
1283
Boltwood Capital Management
California
$2.32M +$68.1K +775 +3%
KWM
1284
Kingsview Wealth Management
Oregon
$2.32M +$2.32M +26,356 New
HW
1285
Hedeker Wealth
Illinois
$2.31M -$531K -6,049 -19%
BI
1286
Boulegeris Investments
Georgia
$2.31M +$36.1K +411 +2%
SCA
1287
Snowden Capital Advisors
New York
$2.31M +$186K +2,121 +9%
FFEC
1288
First Financial Equity Corporation
Arizona
$2.3M +$2.3M +26,110 New
EML
1289
Eos Management LP
New York
$2.28M – – –
SCI
1290
Stableford Capital II
Arizona
$2.28M +$18.1K +206 +0.8%
EHWM
1291
Eads & Heald Wealth Management
Georgia
$2.26M -$175K -1,990 -7%
SIC
1292
Shoker Investment Counsel
Ohio
$2.26M -$128K -1,462 -5%
LNC
1293
Lincoln National Corp
Pennsylvania
$2.25M -$2.8M -31,904 -55%
CS
1294
Comerica Securities
Michigan
$2.25M +$2.25M +25,590 New
FBT
1295
First Bankers Trust
Kentucky
$2.23M -$304K -3,459 -12%
PWMAG
1296
Pinnacle Wealth Management Advisory Group
New Jersey
$2.23M -$263 -3 -0%
PCA
1297
Peddock Capital Advisors
Massachusetts
$2.23M +$63K +717 +3%
AMIM
1298
Aull & Monroe Investment Management
Alabama
$2.23M -$65.2K -742 -3%
FMTCOCP
1299
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.21M -$291K -3,312 -12%
SCI
1300
S&CO Inc
Massachusetts
$2.2M +$220K +2,503 +11%
50 51
52
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