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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 %
GBT
1676
Grove Bank & Trust
Florida
$735K -$110K -1,257 -13%
TG
1677
TLP Group
Illinois
$733K -$105K -1,200 -13%
TNAM
1678
Terra Nova Asset Management
New York
$733K +$733K +8,350 New
MA
1679
MCF Advisors
Kentucky
$732K -$102K -1,164 -12%
SWA
1680
SFMG Wealth Advisors
Texas
$731K -$2.81K -32 -0.4%
OLA
1681
Oliver Luxxe Assets
New Jersey
$730K +$43.7K +498 +6%
CBT
1682
Central Bank & Trust
Kentucky
$729K -$56K -637 -7%
KSA
1683
Ken Stern & Associates
California
$729K +$87 +1 +0%
BWM
1684
BerganKDV Wealth Management
Minnesota
$728K +$2.37K +27 +0.3%
LCM
1685
Logan Capital Management
Pennsylvania
$726K -$369K -4,206 -34%
MM
1686
Midas Management
New York
$720K -$158K -1,800 -18%
DHFB
1687
Dixon Hubard Feinour & Brown
Virginia
$716K +$52.7K +600 +8%
WC
1688
Whitnell & Co
Illinois
$713K -$64.7K -737 -8%
FNB
1689
Farmers National Bank
Kentucky
$712K +$4.66K +70 +0.7%
LNB
1690
Ledyard National Bank
$712K +$125K +1,425 +21%
FRM
1691
Fox Run Management
Connecticut
$712K +$712K +8,100 New
FTUS
1692
Flow Traders U.S.
New York
$712K +$712K +8,104 New
ACM
1693
Armbruster Capital Management
New York
$709K -$65.9K -750 -9%
PAM
1694
Palisade Asset Management
Minnesota
$709K – – –
RP
1695
Rowlandmiller & Partners
Georgia
$706K -$113K -1,290 -14%
TRIM
1696
Thompson Rubinstein Investment Management
Oregon
$704K -$17.6K -200 -2%
HA
1697
Harbor Advisors
Florida
$703K – – –
TDC
1698
Thompson Davis & Co
Virginia
$703K +$601K +6,847 +592%
CA
1699
Cambridge Advisors
Nebraska
$702K -$45.1K -514 -6%
LA
1700
Lynch & Associates
Indiana
$701K +$288K +3,275 +70%
66 67
68
69 70