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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 %
FC
1451
Forte Capital
New York
$1.52M +$119K +1,356 +8%
JDR
1452
Jay D. Rosenbaum
$1.52M +$13.2K +150 +0.9%
BDF
1453
Balasa Dinverno & Foltz
$1.51M +$47.5K +541 +3%
AIM
1454
ARGA Investment Management
Connecticut
$1.51M +$96.6K +1,100 +7%
NFG
1455
Next Financial Group
Texas
$1.51M -$1.03M -11,811 -41%
ACS
1456
Archford Capital Strategies
Illinois
$1.51M +$120K +1,365 +9%
PFS
1457
Prospera Financial Services
Texas
$1.5M -$42.3K -487 -3%
AP
1458
AHL Partners
United Kingdom
$1.5M -$6.07M -69,151 -80%
JFA
1459
Johanson Financial Advisors
California
$1.5M +$1.5M +16,992 New
VFM
1460
Viking Fund Management
North Dakota
$1.49M – – –
HAI
1461
Hennessy Advisors Inc
California
$1.49M +$87.8K +1,000 +6%
CWM
1462
Confluence Wealth Management
Oregon
$1.49M -$343K -3,904 -19%
GBBWRPM
1463
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.49M +$1.44M +16,432 +3,534%
PCMM
1464
Private Capital Management (Minnesota)
Minnesota
$1.48M -$74.6K -850 -5%
MCC
1465
Malaga Cove Capital
California
$1.48M -$9.54K -109 -0.6%
CAM
1466
Cacti Asset Management
Georgia
$1.48M – – –
MGIA
1467
Moneta Group Investment Advisors
Missouri
$1.48M -$62.6K -713 -4%
GCA
1468
Gideon Capital Advisors
New York
$1.47M +$1.47M +16,754 New
ST
1469
Spinnaker Trust
Maine
$1.46M +$16K +182 +1%
SICM
1470
Sustainable Insight Capital Management
New York
$1.46M -$711K -8,100 -33%
CAM
1471
Close Asset Management
United Kingdom
$1.45M +$783K +8,915 +117%
BEAM
1472
Baker Ellis Asset Management
Washington
$1.45M -$35.1K -400 -2%
FPB
1473
First PREMIER Bank
South Dakota
$1.45M -$22.4K -255 -2%
WA
1474
Waverly Advisors
Alabama
$1.41M +$665K +7,573 +89%
FA
1475
Fortis Advisors
Pennsylvania
$1.41M +$773K +8,817 +121%
57 58
59
60 61