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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 %
RIM
1626
Rampart Investment Management
Connecticut
$880K +$84.5K +961 +11%
WA
1627
WFG Advisors
Texas
$879K -$22.3K -254 -2%
BHC
1628
Bowen Hanes & Co
Florida
$875K +$875K +9,959 New
AWM
1629
AllSquare Wealth Management
New York
$870K +$26.5K +301 +3%
RCM
1630
RB Capital Management
Nevada
$867K +$461K +5,247 +114%
BL
1631
BFSG LLC
California
$867K +$867K +9,869 New
SQA
1632
Simon Quick Advisors
New Jersey
$865K +$130K +1,478 +18%
AAM
1633
American Asset Management
Florida
$860K +$10.6K +121 +1%
HBWM
1634
Hollow Brook Wealth Management
New York
$857K – – –
KA
1635
Kovack Advisors
Florida
$854K -$87.3K -993 -9%
NIA
1636
Northstar Investment Advisors
Colorado
$853K +$48.3K +550 +6%
SRSA
1637
S.R. Schill & Associates
Washington
$852K +$142K +1,617 +20%
AWM
1638
Arbor Wealth Management
Florida
$847K -$16.5K -190 -2%
JCM
1639
Jacobi Capital Management
Pennsylvania
$845K +$167K +1,933 +25%
IWM
1640
IHT Wealth Management
Illinois
$844K -$277K -3,213 -25%
GIM
1641
Groesbeck Investment Management
New Jersey
$843K -$17.4K -198 -2%
PC
1642
PhiloSmith Capital
Connecticut
$839K – – –
ECAM
1643
East Coast Asset Management
Massachusetts
$836K +$14.8K +168 +2%
RT
1644
Rockland Trust
Massachusetts
$835K -$121K -1,375 -13%
BIAS
1645
Beacon Investment Advisory Services
New Jersey
$835K +$176K +2,004 +27%
RIA
1646
Regal Investment Advisors
Michigan
$832K +$64.8K +738 +8%
SWA
1647
Sutton Wealth Advisors
Florida
$829K +$18K +205 +2%
GC
1648
Grimes & Company
Massachusetts
$820K -$18K -205 -2%
AWM
1649
AE Wealth Management
Kansas
$817K +$494K +5,625 +153%
PWM
1650
Perigon Wealth Management
California
$815K -$30.5K -347 -4%
64 65
66
67 68