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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 %
DAS
1476
Dynamic Advisor Solutions
Arizona
$1.41M +$140K +1,589 +11%
FPIS
1477
Financial Planning & Information Services
Wisconsin
$1.4M -$6.59K -75 -0.5%
NAM
1478
Needelman Asset Management
California
$1.4M – – –
HCM
1479
Hodges Capital Management
Texas
$1.4M +$21.7K +247 +2%
OFS
1480
Orrstown Financial Services
Pennsylvania
$1.4M -$192K -2,182 -12%
HCM
1481
HM Capital Management
Missouri
$1.4M -$11.1K -126 -0.8%
MBT
1482
Monroe Bank & Trust
Michigan
$1.4M -$100K -1,144 -7%
OIM
1483
Orca Investment Management
Oregon
$1.37M – – –
TTWM
1484
TCV Trust & Wealth Management
Virginia
$1.37M +$15.4K +175 +1%
Lido Advisors
1485
Lido Advisors
California
$1.37M +$250K +2,871 +22%
CFMC
1486
Curbstone Financial Management Corp
New Hampshire
$1.37M -$101K -1,151 -7%
CM
1487
Churchill Management
California
$1.37M +$1.37M +15,562 New
PFSC
1488
Peoples Financial Services Corp
Pennsylvania
$1.37M -$301K -3,422 -18%
FFC
1489
First Financial Corp
Indiana
$1.37M -$400K -4,554 -23%
NL
1490
NWAM LLC
Washington
$1.36M -$60.4K -687 -4%
AIM
1491
Advantage Investment Management
Iowa
$1.36M -$118K -1,344 -8%
CCM
1492
Condor Capital Management
New Jersey
$1.35M -$123K -1,406 -8%
SFSG
1493
Stearns Financial Services Group
North Carolina
$1.35M -$207K -2,361 -13%
KS
1494
Karpas Strategies
Connecticut
$1.35M +$1.32K +15 +0.1%
RMAM
1495
Raab & Moskowitz Asset Management
New Jersey
$1.35M -$63.8K -727 -5%
IP
1496
Investment Partners
Ohio
$1.34M +$1.32K +15 +0.1%
FMLI
1497
Fukoku Mutual Life Insurance
Japan
$1.34M -$8.78K -100 -0.7%
SBWM
1498
Sunflower Bank Wealth Management
Arizona
$1.34M – – –
VNIM
1499
Vaughan Nelson Investment Management
Texas
$1.34M +$575K +6,550 +75%
ACP
1500
Ashfield Capital Partners
California
$1.34M -$246K -2,798 -16%
58 59
60
61 62