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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 %
SCM
1301
Segantii Capital Management
Hong Kong
$2.2M +$2.2M +25,000 New
PI
1302
Parkside Investments
Illinois
$2.19M +$2.19M +24,949 New
CFG
1303
CKW Financial Group
Hawaii
$2.19M – – –
CPA
1304
Cowen Prime Advisors
New York
$2.18M +$92.2K +1,050 +4%
DAC
1305
Dividend Assets Capital
South Carolina
$2.17M -$148K -1,680 -6%
PVWM
1306
Point View Wealth Management
New Jersey
$2.16M -$791 -9 -0%
WI
1307
Wintrust Investments
Illinois
$2.15M +$1.13M +12,841 +110%
CD
1308
Carl Domino
Florida
$2.15M -$239K -2,717 -10%
KM
1309
Kalos Management
Georgia
$2.13M +$245K +2,784 +13%
LWM
1310
LBA Wealth Management
Florida
$2.13M -$10.2K -116 -0.5%
WPA
1311
West Paces Advisors
Georgia
$2.12M +$110K +1,251 +5%
CCA
1312
Catalyst Capital Advisors
New York
$2.12M -$137K -1,565 -6%
VCAM
1313
Van Cleef Asset Management
Ohio
$2.12M -$47.4K -540 -2%
WCM
1314
Wunderlich Capital Managemnt
Tennessee
$2.11M +$7.56K +86 +0.4%
GEA
1315
Glen Eagle Advisors
New Jersey
$2.1M +$56.1K +632 +3%
YWP
1316
YorkBridge Wealth Partners
New York
$2.1M +$265K +3,068 +14%
CPA
1317
Court Place Advisors
Maryland
$2.09M -$13K -148 -0.6%
LSA
1318
L & S Advisors
California
$2.09M +$692K +7,884 +50%
HCM
1319
Howland Capital Management
Massachusetts
$2.08M -$4.57K -52 -0.2%
AAM
1320
Aureus Asset Management
Massachusetts
$2.08M +$204K +2,344 +11%
PFC
1321
Phocas Financial Corp
California
$2.08M -$10.8M -123,306 -84%
QI
1322
QV Investors
Alberta, Canada
$2.08M +$32.2K +367 +2%
NA
1323
NewEdge Advisors
Louisiana
$2.08M +$355K +4,121 +21%
GIP
1324
Granite Investment Partners
California
$2.07M +$615K +7,000 +42%
IP
1325
Intellectus Partners
California
$2.07M -$29.5K -336 -1%
51 52
53
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