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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 %
BOS
1326
Bank of Stockton
California
$2.06M +$4.83K +55 +0.2%
SSWM
1327
Sheets Smith Wealth Management
North Carolina
$2.06M +$43.9K +500 +2%
FHA
1328
Flagship Harbor Advisors
Massachusetts
$2.06M +$675K +7,818 +49%
HCM
1329
Hengehold Capital Management
Ohio
$2.05M -$217K -2,471 -10%
JIC
1330
Joel Isaacson & Co
New York
$2.04M -$3.25K -37 -0.2%
PI
1331
PHH Investments
Texas
$2.04M -$286K -3,253 -12%
NSB
1332
Norway Savings Bank
Maine
$2.04M -$340K -3,870 -14%
BSW
1333
Buckingham Strategic Wealth
Missouri
$2.04M +$59.2K +674 +3%
BCM
1334
Birmingham Capital Management
Alabama
$2.04M -$4.39K -50 -0.2%
Koshinski Asset Management
1335
Koshinski Asset Management
Illinois
$2.04M -$3.78K -43 -0.2%
WSTAM
1336
Wilbanks Smith & Thomas Asset Management
Virginia
$2.03M -$49.8K -567 -2%
AWM
1337
Avior Wealth Management
Nebraska
$2.03M +$233K +2,700 +13%
DMK
1338
David M. Knott
$2.03M – – –
IC
1339
Inverness Counsel
New York
$2.03M +$586K +6,865 +41%
CHC
1340
City Holding Co
West Virginia
$2.01M +$71.6K +815 +4%
ST
1341
Sentinel Trust
Texas
$2.01M -$164K -1,862 -8%
TNBTD
1342
Trustmark National Bank Trust Department
Mississippi
$2M +$312K +3,554 +18%
SC
1343
Savant Capital
Illinois
$1.99M +$67.2K +765 +3%
Verition Fund Management
1344
Verition Fund Management
Connecticut
$1.99M +$1.99M +22,666 New
MFBTD
1345
MB Financial Bank - Trust Department
Illinois
$1.98M -$64.4K -733 -3%
KCPG
1346
Kavar Capital Partners Group
Kansas
$1.97M +$1.34M +15,210 +212%
EA
1347
Edge Advisors
Georgia
$1.96M +$262K +2,985 +15%
QAM
1348
Quantres Asset Management
Cayman Islands
$1.96M +$1.96M +22,300 New
RSS
1349
Rosenblum Silverman Sutton
California
$1.95M -$28.7K -327 -1%
HT
1350
HAP Trading
New York
$1.94M +$1.94M +22,127 New
52 53
54
55 56