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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 %
WCM
1776
Windsor Capital Management
Arizona
$548K -$156K -1,780 -22%
PL
1777
Plancorp LLC
Missouri
$544K -$1.67K -19 -0.3%
BB
1778
Bell Bank
North Dakota
$543K -$18K -205 -3%
NFP
1779
Narus Financial Partners
Utah
$540K – – –
UAS
1780
United Asset Strategies
New York
$540K +$6.59K +75 +1%
MIC
1781
Meridian Investment Counsel
California
$537K – – –
DCM
1782
Driehaus Capital Management
Illinois
$537K +$56.1K +639 +12%
BCM
1783
Bienville Capital Management
New York
$537K +$537K +6,111 New
MCA
1784
Morris Capital Advisors
Pennsylvania
$536K -$6.59K -75 -1%
ECM
1785
Evergreen Capital Management
Washington
$527K -$84.6K -964 -14%
AF
1786
Aldebaran Financial
$527K +$264 +3 +0.1%
PFO
1787
Pathstone Family Office
New Jersey
$526K -$32.1K -365 -6%
TH
1788
Timber Hill
Connecticut
$526K +$526K +5,988 New
NVIM
1789
New Vernon Investment Management
Illinois
$523K -$245K -2,783 -32%
MFW
1790
Meristem Family Wealth
Minnesota
$523K -$105K -1,195 -17%
BA
1791
Bridgewater Associates
Connecticut
$522K -$10.1M -115,456 -95%
CAM
1792
Concorde Asset Management
Michigan
$522K -$89.8K -1,024 -15%
VNA
1793
VNBTrust National Association
Virginia
$519K -$88.3K -1,005 -15%
RVPG
1794
Relative Value Partners Group
$518K – – –
OWP
1795
Obermeyer Wealth Partners
Colorado
$517K – – –
PIM
1796
Provident Investment Management
Michigan
$515K – – –
CCMW
1797
Cypress Capital Management (Wyoming)
Wyoming
$513K -$24.9K -284 -5%
ACM
1798
Aviance Capital Management
Florida
$512K -$2.2K -25 -0.4%
AWM
1799
Affinity Wealth Management
Delaware
$510K +$29.2K +332 +6%
HHC
1800
Hutchin Hill Capital
New York
$509K +$509K +5,800 New
70 71
72
73 74