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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
1
BlackRock
New York
$20.2B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.6B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$680M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$325M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.78B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$8.69B
2
Harris Associates
2
Harris Associates
Illinois
$1.11B
3
Franklin Resources
3
Franklin Resources
California
$2.64B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$308M
5
Invesco
5
Invesco
Georgia
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
151
Calamos Advisors
Illinois
$180M -$6.03M -68,608 -3%
NSLI
152
Nan Shan Life Insurance
Taiwan
$180M +$180M +2,043,765 New
AAM
153
Aberdeen Asset Management
United Kingdom
$179M +$3.17M +36,107 +2%
CGT
154
Capital Guardian Trust
California
$179M -$2.39M -27,159 -1%
CI
155
Cincinnati Insurance
Ohio
$177M – – –
AII
156
AGF Investments Inc
Ontario, Canada
$176M -$950K -10,820 -0.5%
SCCM
157
Schafer Cullen Capital Management
New York
$172M -$6.05M -68,894 -3%
SEI Investments
158
SEI Investments
Pennsylvania
$172M +$7.54M +85,862 +5%
RFS
159
Rockefeller Financial Services
New York
$166M -$32.8M -373,353 -17%
GT
160
Glenmede Trust
Pennsylvania
$164M -$5.49M -62,508 -3%
RFC
161
Regions Financial Corp
Alabama
$164M -$7.63M -86,868 -4%
Luther King Capital Management (LKCM)
162
Luther King Capital Management (LKCM)
Texas
$163M +$3.28M +37,328 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
163
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$159M +$22.9M +260,900 +17%
WHG
164
Westwood Holdings Group
Texas
$159M -$6.17M -70,201 -4%
RCAMU
165
Rothschild & Co Asset Management US
Connecticut
$158M +$18.6M +211,906 +13%
UIM
166
USS Investment Management
United Kingdom
$158M – – –
BCIM
167
British Columbia Investment Management
British Columbia, Canada
$157M +$11.2M +127,156 +8%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$156M -$2.69M -30,655 -2%
NIMC
169
NWQ Investment Management Company
California
$154M -$8.04M -88,776 -5%
Citadel Advisors
170
Citadel Advisors
Florida
$153M +$133M +1,512,526 +651%
AC
171
Alleghany Corporation
New York
$153M – – –
HNB
172
Huntington National Bank
Ohio
$153M -$325K -3,705 -0.2%
SI
173
Sentry Investments
Ontario, Canada
$152M -$6.16M -70,100 -4%
ACI
174
AMP Capital Investors
Australia
$149M +$511K +5,739 +0.3%
BWA
175
Brave Warrior Advisors
New York
$149M -$76.3M -868,102 -34%
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