JPM icon

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 %
IIM
1726
Intact Investment Management
Quebec, Canada
$650K -$641K -7,300 -50%
LFG
1727
LifePlan Financial Group
Ohio
$650K -$17.2K -196 -3%
KIC
1728
Keating Investment Counselors
Florida
$644K – – –
DA
1729
Dillon & Associates
Michigan
$643K +$643K +7,310 New
BA
1730
BKS Advisors
Michigan
$640K -$32.9K -375 -5%
NHC
1731
Nicholas Hoffman & Company
Georgia
$639K -$42.4K -483 -6%
CWM
1732
Connecticut Wealth Management
Connecticut
$637K -$17.4K -202 -3%
HHGA
1733
Halbert Hargrove Global Advisors
California
$635K -$32.7K -372 -5%
CYG
1734
Clean Yield Group
Vermont
$629K +$354K +4,030 +129%
SIM
1735
Sonora Investment Management
Arizona
$627K – – –
Edgewood Management
1736
Edgewood Management
Connecticut
$624K -$15.8K -180 -2%
TPW
1737
Tiller Private Wealth
Pennsylvania
$623K -$22.7K -258 -4%
AP
1738
Atwood & Palmer
Missouri
$621K +$87.9K +1,000 +16%
SA
1739
SpiderRock Advisors
Delaware
$619K – – –
SMC
1740
Smith, Moore & Co
Missouri
$617K -$7.91K -90 -1%
PGA
1741
Portland Global Advisors
Maine
$617K – – –
VC
1742
Vicus Capital
Pennsylvania
$616K +$51.4K +585 +9%
CCB
1743
Cutter & Co Brokerage
Missouri
$615K -$10.5K -119 -2%
BWM
1744
Baystate Wealth Management
Massachusetts
$614K +$209K +2,448 +52%
NED
1745
Nancy E. Dempze
$610K +$250K +2,845 +69%
AF
1746
Affiance Financial
Minnesota
$609K – – –
RHAM
1747
Round Hill Asset Management
California
$608K -$24.3K -276 -4%
RW
1748
REDW Wealth
New Mexico
$608K -$88 -1 -0%
PCMC
1749
Paragon Capital Management (Colorado)
Colorado
$606K +$606K +6,896 New
BCP
1750
Berkeley Capital Partners
Georgia
$604K -$61.5K -700 -9%
68 69
70
71 72