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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 %
CAW
1576
Cornerstone Advisors (Washington)
Washington
$1.04M -$17.8K -203 -2%
CWM
1577
Cornerstone Wealth Management
Missouri
$1.04M +$81.9K +950 +9%
AA
1578
ALPS Advisors
Colorado
$1.04M +$667K +7,598 +179%
LC
1579
LCNB Corp
Ohio
$1.04M -$54K -614 -5%
FNBTCON
1580
First National Bank & Trust Co of Newtown
Pennsylvania
$1.03M +$18.2K +207 +2%
AI
1581
Accredited Investors
Minnesota
$1.02M -$162K -1,847 -14%
MCWS
1582
McKinley Carter Wealth Services
West Virginia
$1.02M +$264 +3 +0%
2L
1583
22NW LP
Washington
$1.02M – – –
HIC
1584
Holderness Investments Company
North Carolina
$1.02M +$219K +2,495 +27%
PAM
1585
PVG Asset Management
Colorado
$1.01M +$1.01M +11,540 New
LC
1586
Loews Corp
New York
$1.01M -$92.4K -1,052 -8%
LA
1587
Lau Associates
Delaware
$1.01M +$207K +2,360 +26%
PK
1588
Pflug Koory
Nebraska
$1.01M -$4.39K -50 -0.4%
PP
1589
PagnatoKarp Partners
Virginia
$1M -$173K -1,972 -15%
SEC
1590
Seven Eight Capital
New York
$1M +$1M +11,400 New
PFBT
1591
Parkside Financial Bank & Trust
Missouri
$993K -$149K -1,691 -13%
CAM
1592
Covenant Asset Management
New Jersey
$980K +$440K +5,013 +82%
MIS
1593
Morningstar Investment Services
Illinois
$976K -$2.07M -23,524 -68%
GIA
1594
Granite Investment Advisors
New Hampshire
$969K +$103K +1,169 +12%
BFPW
1595
BOK Financial Private Wealth
Colorado
$966K -$85.9K -978 -8%
TMC
1596
Trellus Management Company
Florida
$966K -$52.7K -600 -5%
KTC
1597
Kistler-Tiffany Companies
Pennsylvania
$960K +$8K +91 +0.8%
TPWA
1598
TRUE Private Wealth Advisors
Oregon
$959K -$97.9K -1,136 -9%
LJHT
1599
Laurie J. Hall Trustee
$954K -$40.9K -475 -4%
BHBT
1600
Burke & Herbert Bank & Trust
Virginia
$952K -$22K -250 -2%
62 63
64
65 66