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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 %
BCM
1426
Brown Capital Management
Maryland
$1.65M -$31.4K -357 -2%
NAM
1427
NorthCoast Asset Management
Connecticut
$1.64M +$1.64M +18,662 New
Carson Wealth (CWM LLC)
1428
Carson Wealth (CWM LLC)
Nebraska
$1.63M -$4.66M -53,112 -74%
SBSB
1429
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.63M +$33.6K +382 +2%
WAM
1430
Weatherly Asset Management
California
$1.61M +$11.9K +135 +0.7%
SIAP
1431
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.61M +$35.6K +405 +2%
TCM
1432
Tributary Capital Management
Nebraska
$1.6M -$135K -1,535 -8%
ZDA
1433
Zweig-DiMenna Associates
New York
$1.59M +$637K +7,250 +67%
Parallax Volatility Advisers
1434
Parallax Volatility Advisers
California
$1.59M -$34M -387,422 -96%
NWP
1435
Northstar Wealth Partners
Connecticut
$1.58M +$1.58M +18,340 New
WA
1436
WealthTrust-Arizona
Arizona
$1.58M -$7.12K -81 -0.4%
IAS
1437
INR Advisory Services
Pennsylvania
$1.58M – – –
SC
1438
Saturna Capital
Washington
$1.57M +$129K +1,470 +9%
PH
1439
Pinnacle Holdings
Oklahoma
$1.57M -$17.3K -197 -1%
MBT
1440
Montecito Bank & Trust
California
$1.57M +$175K +1,988 +13%
NAMA
1441
Nikko Asset Management Americas
New York
$1.57M -$167K -1,900 -10%
BMC
1442
Benin Management Corp
Connecticut
$1.56M -$311K -3,541 -17%
CCM
1443
CrestPoint Capital Management
Missouri
$1.56M +$96.7K +1,100 +7%
CT
1444
Coastline Trust
Rhode Island
$1.55M +$334K +3,801 +27%
WIP
1445
Wellesley Investment Partners
Massachusetts
$1.55M -$50.1K -571 -3%
ODG
1446
O'Dell Group
Ohio
$1.54M +$6.85K +78 +0.4%
AIM
1447
Anchor Investment Management
South Carolina
$1.54M -$20.5K -233 -1%
FCH
1448
Freestone Capital Holdings
Washington
$1.53M -$961K -10,945 -39%
LDB
1449
Lee, Danner & Bass
Tennessee
$1.53M +$228K +2,595 +17%
LWAC
1450
Laurel Wealth Advisors (California)
California
$1.53M +$464K +5,280 +44%
56 57
58
59 60