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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 %
AIM
1501
Aspen Investment Management
Michigan
$1.33M +$8.78K +100 +0.7%
BMM
1502
Buffington Mohr McNeal
Idaho
$1.33M +$246K +2,800 +23%
NFC
1503
Northeast Financial Consultants
Connecticut
$1.33M – – –
SCG
1504
Sonata Capital Group
Washington
$1.33M – – –
EHC
1505
Everett Harris & Co
California
$1.33M +$5.27K +60 +0.4%
SOAMC
1506
Spirit of America Management Corp
New York
$1.32M – – –
S
1507
SignatureFD
Georgia
$1.32M +$20K +228 +2%
BWM
1508
BigSur Wealth Management
Florida
$1.31M -$86.7K -1,000 -6%
CCMD
1509
Cypress Capital Management (Delaware)
Delaware
$1.31M +$240K +2,727 +22%
TSS
1510
Two Sigma Securities
New York
$1.31M +$718K +8,174 +122%
Tudor Investment Corp
1511
Tudor Investment Corp
Connecticut
$1.3M -$12.2M -139,100 -90%
AIM
1512
Acropolis Investment Management
Missouri
$1.3M -$53.6K -610 -4%
PBO
1513
Peoples Bank (Ohio)
Ohio
$1.3M +$27.3K +311 +2%
LOAMS
1514
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.28M +$1.28M +14,618 New
SCM
1515
Southport Capital Management
Tennessee
$1.28M +$45.3K +516 +4%
DAM
1516
Delta Asset Management
Tennessee
$1.28M -$50.1K -570 -4%
TCM
1517
Traynor Capital Management
Pennsylvania
$1.28M +$143K +1,658 +13%
SJIM
1518
St. Johns Investment Management
Florida
$1.27M -$6.41K -73 -0.5%
GS
1519
GAM Systematic
United Kingdom
$1.27M +$1.01M +11,483 +389%
WA
1520
WBH Advisory
Maryland
$1.27M +$151K +1,716 +14%
SFM
1521
Signature Financial Management
Virginia
$1.26M +$956K +10,860 +312%
SCA
1522
Sippican Capital Advisors
Massachusetts
$1.26M -$61.5K -700 -5%
CL
1523
CSS LLC
Illinois
$1.25M -$61.5K -700 -5%
VWA
1524
V Wealth Advisors
Kansas
$1.25M +$316K +3,603 +34%
4IG
1525
440 Investment Group
Kansas
$1.25M +$1.25M +14,207 New
59 60
61
62 63