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
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 %
IC
1551
Intersect Capital
California
$1.16M +$746K +8,489 +180%
SFI
1552
SPC Financial Inc
Maryland
$1.16M -$966 -11 -0.1%
MCM
1553
Manchester Capital Management
Vermont
$1.15M -$43.1K -491 -4%
SMH
1554
Sanders Morris Harris
Texas
$1.14M +$123K +1,400 +12%
TWI
1555
Thomas White International
Illinois
$1.13M -$43.7K -498 -4%
AAS
1556
Annex Advisory Services
Wisconsin
$1.13M +$131K +1,497 +13%
HEIP
1557
Hudson Edge Investment Partners
New Jersey
$1.13M +$50.1K +570 +5%
CIM
1558
Cambria Investment Management
California
$1.12M +$13.8K +157 +1%
MCM
1559
Maple Capital Management
Vermont
$1.12M -$64.3K -732 -5%
GWM
1560
Greenwich Wealth Management
Connecticut
$1.12M +$92.5K +1,053 +9%
GIM
1561
Greylin Investment Management
Virginia
$1.11M -$74.7K -850 -6%
SLT
1562
St Louis Trust
Missouri
$1.11M – – –
LCM
1563
Lee Capital Management
New York
$1.1M -$220K -2,500 -17%
SAM
1564
Shamrock Asset Management
Texas
$1.1M -$90.2K -1,036 -8%
CASB
1565
Cape Ann Savings Bank
Massachusetts
$1.1M -$61.5K -700 -5%
Squarepoint
1566
Squarepoint
New York
$1.09M +$731K +8,315 +202%
FM
1567
Forward Management
California
$1.09M -$54.4K -619 -5%
GC
1568
Giverny Capital
Quebec, Canada
$1.09M – – –
FCMT
1569
Founders Capital Management (Texas)
Texas
$1.08M +$1.08M +12,328 New
CHJWM
1570
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M +$134K +1,525 +14%
CPO
1571
Cerity Partners OCIO
New York
$1.07M +$71.3K +811 +7%
KF
1572
Krilogy Financial
Missouri
$1.07M – – –
CAI
1573
Capital Advisors Inc
Oklahoma
$1.06M -$85.5K -973 -7%
EM
1574
ELCO Management
New York
$1.05M -$6.59K -75 -0.6%
SFA
1575
Sequoia Financial Advisors
Ohio
$1.04M -$3.86M -43,969 -79%
61 62
63
64 65