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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 %
AWA
1651
ARS Wealth Advisors
Florida
$813K +$163K +1,852 +25%
LC
1652
Lourd Capital
California
$804K +$39.4K +448 +5%
JFGLC
1653
Johnson Financial Group LLC (Colorado)
Colorado
$802K -$504K -5,734 -39%
WA
1654
Wheatland Advisors
Pennsylvania
$801K – – –
FPCG
1655
Fort Pitt Capital Group
Pennsylvania
$795K -$108K -1,229 -12%
GHAM
1656
Gilman Hill Asset Management
Connecticut
$793K -$427K -4,853 -35%
SHCM
1657
Stokes & Hubbell Capital Management
Louisiana
$788K +$47.3K +539 +6%
CC
1658
Cannell & Co
New York
$782K +$29.3K +334 +4%
GWCM
1659
Godshalk Welsh Capital Management
Pennsylvania
$779K – – –
GLA
1660
Good Life Advisors
Pennsylvania
$779K +$518K +6,030 +199%
CIM
1661
Cetera Investment Management
California
$777K -$667K -7,585 -46%
EWA
1662
Exencial Wealth Advisors
Oklahoma
$777K +$119K +1,414 +18%
RTS
1663
Round Table Services
New Jersey
$776K +$43.9K +500 +6%
CBA
1664
Coastal Bridge Advisors
Connecticut
$774K -$87.9K -1,000 -10%
RCG
1665
Ruane, Cunniff & Goldfarb
New York
$764K -$44M -500,615 -98%
BRM
1666
Boston Research & Management
Massachusetts
$764K -$27.7K -315 -3%
LAM
1667
Lingohr Asset Management
Germany
$758K +$61.9K +704 +9%
Kayne Anderson Rudnick Investment Management
1668
Kayne Anderson Rudnick Investment Management
California
$754K – – –
CCG
1669
Chatham Capital Group
Georgia
$754K +$8.44K +96 +1%
HCM
1670
Highlander Capital Management
New Jersey
$753K – – –
RA
1671
RFG Advisory
Alabama
$753K +$75.1K +872 +11%
WA
1672
Wealth Architects
California
$746K -$87.6K -997 -11%
CPC
1673
Cookson Peirce & Co
Pennsylvania
$740K +$12.6K +143 +2%
SC
1674
Searle & Co
Connecticut
$737K +$90.1K +1,026 +14%
BTIS
1675
BB&T Investment Services
North Carolina
$736K +$174K +1,982 +31%
65 66
67
68 69