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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 %
UBWV
1351
United Bank (West Virginia)
West Virginia
$1.94M -$351 -4 -0%
AIA
1352
Armor Investment Advisors
North Carolina
$1.94M -$8.79K -100 -0.5%
LAIC
1353
Lederer & Associates Investment Counsel
California
$1.93M -$157K -1,790 -8%
IDBONY
1354
Israel Discount Bank of New York
New York
$1.93M +$35.6K +405 +2%
GIM
1355
Guardian Investment Management
California
$1.92M +$585K +6,661 +44%
SCM
1356
Salem Capital Management
Massachusetts
$1.92M – – –
GWM
1357
Graybill Wealth Management
Illinois
$1.92M -$1.92M -21,809 -50%
WWM
1358
Willingdon Wealth Management
North Carolina
$1.92M +$212K +2,410 +12%
IIC
1359
Integrated Investment Consultants
Michigan
$1.91M – – –
MHIM
1360
MacNealy Hoover Investment Management
Ohio
$1.91M -$101K -1,150 -5%
DR
1361
Davis Rea
Ontario, Canada
$1.91M +$143K +1,633 +8%
NCM
1362
Neumann Capital Management
California
$1.91M -$439K -5,000 -19%
FBB
1363
Fulton Breakefield Broenniman
Maryland
$1.9M -$84.1K -958 -4%
FUBT
1364
First United Bank & Trust
Maryland
$1.9M +$175K +1,990 +10%
WPW
1365
Waldron Private Wealth
Pennsylvania
$1.9M +$400K +4,561 +27%
PAS
1366
Partnervest Advisory Services
California
$1.9M +$36.6K +417 +2%
SIG
1367
Schaller Investment Group
North Carolina
$1.89M – – –
BP
1368
Ballentine Partners
Massachusetts
$1.89M +$266K +3,031 +16%
AC
1369
Allstate Corporation
Illinois
$1.88M -$25.9M -294,526 -93%
CCM
1370
Carderock Capital Management
Maryland
$1.88M +$1.88M +21,452 New
STB
1371
S&T Bank
Pennsylvania
$1.88M -$38.7K -440 -2%
HFBOT
1372
Home Federal Bank of Tennessee
Tennessee
$1.88M -$40.8K -465 -2%
WEC
1373
Winslow Evans & Crocker
Massachusetts
$1.88M -$45.1K -514 -2%
FPS
1374
Fieldpoint Private Securities
Connecticut
$1.87M +$1.87M +21,336 New
BIM
1375
Baldwin Investment Management
Pennsylvania
$1.87M +$11K +125 +0.6%
53 54
55
56 57