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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 %
IR
1526
IAT Reinsurance
New York
$1.24M – – –
BC
1527
Banced Corp
Illinois
$1.24M -$31.7K -361 -2%
IIC
1528
Ironwood Investment Counsel
Arizona
$1.24M -$231K -2,626 -16%
EWM
1529
Evermay Wealth Management
Virginia
$1.24M +$260K +2,960 +27%
CWP
1530
Capital Wealth Planning
Florida
$1.24M +$1.24M +14,050 New
BEC
1531
Blue Edge Capital
Virginia
$1.23M – – –
HIC
1532
Hartline Investment Corp
Illinois
$1.23M – – –
WPC
1533
White Pine Capital
Minnesota
$1.22M -$11K -125 -0.9%
NI
1534
Numeric Investors
Massachusetts
$1.22M -$922K -10,500 -43%
PIM
1535
Profit Investment Management
Maryland
$1.22M -$127K -1,444 -9%
SIM
1536
SSI Investment Management
California
$1.22M -$1.94K -22 -0.2%
WIC
1537
Wilkins Investment Counsel
Massachusetts
$1.22M -$140K -1,590 -10%
BAM
1538
Brave Asset Management
New Jersey
$1.22M +$101K +1,149 +9%
GLI
1539
Guardian Life Insurance
New York
$1.21M +$8.17K +93 +0.7%
WP
1540
WMS Partners
Maryland
$1.21M +$18.9K +215 +2%
ZCI
1541
Zevenbergen Capital Investments
Washington
$1.21M +$24.2K +275 +2%
B
1542
BancorpSouth
Mississippi
$1.21M -$82.2K -936 -6%
AEPG
1543
American Economic Planning Group
New Jersey
$1.2M +$29.5K +336 +3%
PAMG
1544
Patton Albertson Miller Group
Tennessee
$1.19M -$245K -2,827 -17%
LF
1545
Lee Financial
Texas
$1.18M -$99.1K -1,127 -8%
MLIC
1546
Mandatum Life Insurance Company
Finland
$1.17M -$21.2K -241 -2%
RIG
1547
Roosevelt Investment Group
New York
$1.17M +$12.3K +140 +1%
SI
1548
Sprott Inc
Ontario, Canada
$1.17M -$728K -8,283 -38%
JIP
1549
Jaffetilchin Investment Partners
Florida
$1.17M +$66.6K +758 +6%
PFM
1550
Phillips Financial Management
Indiana
$1.16M +$20.2K +239 +2%
60 61
62
63 64