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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 %
SGAM
1401
Steinberg Global Asset Management
Florida
$1.76M +$294K +3,347 +20%
6CM
1402
683 Capital Management
New York
$1.76M – – –
CANY
1403
Caxton Associates (New York)
New York
$1.76M +$439K +5,000 +33%
ICM
1404
Ionic Capital Management
New York
$1.76M +$439K +5,000 +33%
GC
1405
Gruss & Co
Florida
$1.76M – – –
NME
1406
Notis-McConarty Edward
$1.75M -$7.91K -90 -0.4%
DWM
1407
Destination Wealth Management
California
$1.74M +$8.78K +100 +0.5%
NBC
1408
Neuberger Berman Canada
Ontario, Canada
$1.74M -$24.7K -281 -1%
TCM
1409
Telos Capital Management
California
$1.74M -$137K -1,563 -7%
FCAG
1410
First Capital Advisors Group
New Jersey
$1.73M +$14.9K +170 +0.9%
IH
1411
IFC Holdings
Florida
$1.73M +$397K +4,512 +30%
BFC
1412
Blue Fin Capital
Rhode Island
$1.71M +$5.71K +65 +0.3%
WCA
1413
Westover Capital Advisors
Delaware
$1.71M -$491K -5,591 -22%
ZB
1414
Zions Bancorporation
Utah
$1.71M -$635K -7,220 -27%
PAM
1415
Princeton Alpha Management
New Jersey
$1.71M +$1.71M +19,417 New
GQG Partners
1416
GQG Partners
Florida
$1.69M +$218K +2,484 +15%
NSAM
1417
North Star Asset Management
Wisconsin
$1.69M +$10.8K +123 +0.6%
PHS
1418
Pekin Hardy Strauss
Illinois
$1.69M -$506K -5,765 -23%
PIA
1419
Peachtree Investment Advisors
Georgia
$1.69M -$63.9K -727 -4%
MMPW
1420
Mitchell McLeod Pugh & Williams
Alabama
$1.68M -$4.3K -49 -0.3%
CPIM
1421
Columbia Partners Investment Management
Virginia
$1.66M -$1.83M -20,805 -52%
HI
1422
Hudock Inc
Pennsylvania
$1.66M -$156K -1,771 -9%
FCCM
1423
First City Capital Management
Georgia
$1.65M -$52.7K -600 -3%
RVM
1424
Robinson Value Management
Texas
$1.65M -$2.16M -24,628 -57%
CG
1425
Caprock Group
Idaho
$1.65M -$209K -2,375 -11%
55 56
57
58 59