JPM icon

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
1
BlackRock
New York
$20.2B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.6B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$680M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$325M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.78B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$8.69B
2
Harris Associates
2
Harris Associates
Illinois
$1.11B
3
Franklin Resources
3
Franklin Resources
California
$2.64B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$308M
5
Invesco
5
Invesco
Georgia
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
126
Nationwide Fund Advisors
Ohio
$240M +$1.21M +13,809 +0.5%
Bessemer Group
127
Bessemer Group
New Jersey
$238M -$28.9M -329,472 -11%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$232M +$8.97M +102,149 +4%
Coatue Management
129
Coatue Management
New York
$231M +$66M +751,868 +40%
Mawer Investment Management
130
Mawer Investment Management
Alberta, Canada
$229M -$4.13M -47,009 -2%
T
131
Thomaspartners
Massachusetts
$226M +$6.23M +70,882 +3%
KeyBank National Association
132
KeyBank National Association
Ohio
$218M +$633K +7,203 +0.3%
JFL
133
Jarislowsky, Fraser Ltd
Quebec, Canada
$218M -$4.35M -49,504 -2%
FMI
134
Factory Mutual Insurance
Massachusetts
$215M -$29.5M -336,100 -12%
IGIM
135
I.G. Investment Management
Manitoba, Canada
$214M -$29M -330,689 -12%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$213M -$25.2K -287 -0%
EAM
137
Edge Asset Management
Washington
$212M +$28.1M +319,887 +15%
National Pension Service
138
National Pension Service
South Korea
$212M -$122K -1,374 -0.1%
HFS
139
HL Financial Services
Kentucky
$208M -$2.96M -33,698 -1%
SBAM
140
Santa Barbara Asset Management
California
$206M -$99.1K -1,128 -0%
PI
141
PGGM Investments
Netherlands
$204M -$12.8M -146,092 -6%
Aristotle Capital Management
142
Aristotle Capital Management
California
$203M +$6.02M +68,498 +3%
Federated Hermes
143
Federated Hermes
Pennsylvania
$203M +$16M +181,959 +9%
HA
144
Homestead Advisers
Virginia
$198M – – –
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$197M +$6.81M +77,495 +4%
M&T Bank
146
M&T Bank
New York
$196M -$14.8M -168,955 -7%
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$195M -$1.93M -21,933 -1%
GIA
148
Gateway Investment Advisers
Ohio
$185M -$13.8M -156,869 -7%
PAMU
149
Pictet Asset Management (UK)
United Kingdom
$183M -$19.8M -225,196 -10%
Barclays
150
Barclays
United Kingdom
$181M -$210M -2,386,810 -54%
4 5
6
7 8