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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 %
AWMG
1376
Alliance Wealth Management Group
New Jersey
$1.86M – – –
OCG
1377
Opus Capital Group
Ohio
$1.84M -$57.1K -650 -3%
RBC
1378
Ronald Blue & Co
Georgia
$1.83M +$34.5K +393 +2%
NAM
1379
NTV Asset Management
West Virginia
$1.83M +$263 +3 +0%
ATC
1380
Adirondack Trust Company
New York
$1.83M -$210K -2,390 -10%
RA
1381
Rational Advisors
New York
$1.83M -$23.8K -271 -1%
WP
1382
WealthSource Partners
California
$1.83M +$224K +2,556 +14%
CPIG
1383
Chicago Partners Investment Group
Illinois
$1.82M -$45.2K -514 -2%
LFA
1384
Landmark Financial Advisors
Kentucky
$1.82M -$88 -1 -0%
TC
1385
Telemus Capital
Michigan
$1.82M +$966K +11,000 +113%
NCM
1386
Novare Capital Management
North Carolina
$1.81M -$6.24K -71 -0.3%
HCM
1387
Hollencrest Capital Management
California
$1.8M +$26.5K +302 +1%
HWA
1388
Heritage Way Advisors
Illinois
$1.8M +$24.2K +275 +1%
GFPC
1389
Global Financial Private Capital
Florida
$1.79M +$1.79M +20,422 New
SCP
1390
Sandhill Capital Partners
New York
$1.79M -$247K -2,816 -12%
EFSCE
1391
Enterprise Financial Services Corp (EFSC)
Missouri
$1.79M -$11.4K -130 -0.6%
ANB
1392
Amarillo National Bank
Texas
$1.79M – – –
BFEC
1393
Benjamin F. Edwards & Company
Missouri
$1.79M +$182K +2,073 +11%
FCFC
1394
First Commonwealth Financial Corp
Pennsylvania
$1.78M -$169K -1,929 -9%
QCG
1395
Quadrant Capital Group
Ohio
$1.78M +$67.5K +774 +4%
CCT
1396
Country Club Trust
Missouri
$1.77M +$493K +5,614 +39%
AB
1397
Atlas Brown
Kentucky
$1.77M -$54.5K -620 -3%
IAS
1398
IMA Advisory Services
Colorado
$1.77M +$231K +2,631 +15%
HDIM
1399
Hanson & Doremus Investment Management
Vermont
$1.77M -$37.6K -428 -2%
CCM
1400
Chilton Capital Management
Texas
$1.76M +$72.6K +826 +4%
54 55
56
57 58