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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 %
WG
1751
Welch Group
Alabama
$604K +$176K +2,000 +41%
AIM
1752
Arcadia Investment Management
Michigan
$603K – – –
PFA
1753
Paradigm Financial Advisors
Missouri
$597K +$1.84K +21 +0.3%
AW
1754
Alpha Windward
Massachusetts
$595K -$23.3K -265 -4%
WDL
1755
Well Done LLC
Michigan
$595K +$23.8K +271 +4%
PG
1756
Proffitt & Goodson
Tennessee
$593K +$42.2K +480 +8%
WCM
1757
Weik Capital Management
Pennsylvania
$589K -$17.6K -200 -3%
HH
1758
Hilltop Holdings
Texas
$589K -$10.6K -120 -2%
HJA
1759
Hugh Johnson Advisors
New York
$588K -$13.1K -149 -2%
IIA
1760
IPG Investment Advisors
California
$583K -$28.1K -320 -5%
FPFS
1761
First Personal Financial Services
North Carolina
$582K +$123K +1,400 +27%
SOADOR
1762
State of Alaska Department of Revenue
Alaska
$582K +$582K +6,635 New
AWE
1763
Avidian Wealth Enterprises
Texas
$581K +$114K +1,295 +24%
GSBTD
1764
Glenview State Bank Trust Department
Illinois
$580K – – –
RMCM
1765
Reynders McVeigh Capital Management
Massachusetts
$578K -$8.78K -100 -1%
WMC
1766
Westwood Management Corporation
Illinois
$571K +$91.7K +1,044 +19%
CI
1767
Cambiar Investors
Colorado
$567K -$34.4K -392 -6%
GC
1768
Gratry & Company
Ohio
$566K -$21.5K -245 -4%
CA
1769
Cornerstone Advisory
Maryland
$566K -$8.25K -94 -1%
FNBSF
1770
First National Bank Sioux Falls
South Dakota
$562K -$33.3K -380 -6%
RB
1771
Rodgers Brothers
Pennsylvania
$560K -$8.79K -100 -2%
MJRIC
1772
Mogy Joel R Investment Counsel
California
$557K – – –
Members Trust
1773
Members Trust
Florida
$557K +$557K +6,338 New
FAM
1774
Fortaleza Asset Management
Illinois
$556K – – –
MSAM
1775
Moloney Securities Asset Management
Missouri
$552K +$93.1K +1,059 +20%
69 70
71
72 73