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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 %
HB
1601
Homrich & Berg
Georgia
$951K -$38.9K -443 -4%
PMFA
1602
Plante Moran Financial Advisors
Michigan
$945K -$160K -1,826 -15%
CAM
1603
ClariVest Asset Management
California
$940K -$77.2K -879 -8%
MWM
1604
Mission Wealth Management
California
$938K -$71.1K -809 -7%
BO
1605
Bank OZK
Arkansas
$935K +$13.2K +150 +1%
HFA
1606
High Falls Advisors
New York
$930K -$215K -2,446 -19%
RP
1607
Riverbridge Partners
Minnesota
$929K – – –
PB
1608
Pinnacle Bancorp
Nebraska
$929K +$929K +10,575 New
AA
1609
Alesco Advisors
New York
$923K -$92.7K -1,056 -9%
HH
1610
HWG Holdings
Texas
$922K +$922K +10,497 New
JFA
1611
JNBA Financial Advisors
Minnesota
$916K -$80.4K -915 -8%
FDS
1612
First Dallas Securities
Texas
$906K +$61.4K +700 +7%
CWG
1613
C WorldWide Group
Denmark
$905K – – –
NGA
1614
Naples Global Advisors
Florida
$905K +$66K +752 +8%
LCM
1615
Liberty Capital Management
Michigan
$905K +$238K +2,703 +36%
RCA
1616
Rex Capital Advisors
Rhode Island
$905K +$445K +5,073 +97%
PWAP
1617
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$904K +$63.9K +727 +8%
CWA
1618
Cypress Wealth Advisors
California
$899K +$30.2K +344 +3%
AFP
1619
Ausdal Financial Partners
Iowa
$898K +$99.2K +1,130 +12%
GAG
1620
GM Advisory Group
New York
$893K – – –
RGIA
1621
Rainier Group Investment Advisory
Washington
$887K +$26.8K +305 +3%
AIP
1622
Ahrens Investment Partners
Louisiana
$884K +$18.9K +215 +2%
KIA
1623
Kopp Investment Advisors
Minnesota
$884K +$28.6K +325 +3%
PA
1624
Probity Advisors
Texas
$884K +$72.2K +822 +9%
GCMG
1625
Gyroscope Capital Management Group
Florida
$883K -$73.7K -839 -8%
63 64
65
66 67