JPMorgan Chase
JPM
2,199 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 958 increasing their positions, 857 reducing their positions, and 65 closing their positions.
102% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 65
12% more repeat investments, than reductions
Existing positions increased: 958 | Existing positions reduced: 857
3% more funds holding in top 10
Funds holding in top 10: 570 → 585 (+15)
2% more funds holding
Funds holding: 2,150 → 2,199 (+49)
2% more capital invested
Capital invested by funds: $235B → $240B (+$5.69B)
0.76% less ownership
Funds ownership: 74.75% → 73.99% (-0.76%)
20% less call options, than puts
Call options by funds: $3.21B | Put options by funds: $3.99B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$413M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$402M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$340M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$321M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$304M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.34B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$598M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$413M |
| 4 |
State Street
Boston,
Massachusetts
|
-$336M |
| 5 |
TP
Third Point
New York
|
-$329M |
JPM Hedge Fund Activity: Q2 2017 in Review
2,199 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2017, worth a combined $240B — up 2.4% from $235B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new JPM positions and 65 closed out — a net gain of 66 holders — while 958 added to existing stakes and 857 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $413M. The largest seller was Capital World Investors, cutting an estimated $1.34B.
- 2,199 institutional investors held JPMorgan Chase (JPM) as of Q2 2017, up from 2,150 in Q1 2017.
- Funds reported $240B of JPMorgan Chase stock for Q2 2017, up 2.4% quarter-over-quarter.
- 131 funds opened new JPMorgan Chase positions in Q2 2017 and 65 closed out, a net change of +66 holders.
- The largest JPMorgan Chase buyer in Q2 2017 was T. Rowe Price Associates, an estimated $413M added.
- The largest JPMorgan Chase seller in Q2 2017 was Capital World Investors, an estimated $1.34B sold.
Based on aggregated 13F filings for Q2 2017.