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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 %
CIP
1801
Capital Insight Partners
Arizona
$504K -$6.32K -72 -1%
FBT
1802
First Bank & Trust
South Dakota
$501K +$35.8K +408 +8%
EAM
1803
Evanson Asset Management
California
$498K +$26.3K +300 +6%
BAM
1804
Bruderman Asset Management
New York
$494K +$263 +3 +0.1%
MWP
1805
Moller Wealth Partners
$492K -$17.6K -200 -3%
B
1806
Bellecapital
Switzerland
$489K – – –
SIC
1807
SFE Investment Counsel
California
$486K -$68.2K -776 -12%
KI
1808
Koch Industries
Kansas
$484K +$484K +5,511 New
RFA
1809
Reilly Financial Advisors
California
$481K +$148K +1,688 +45%
FWM
1810
Focused Wealth Management
New York
$477K +$36.9K +420 +8%
GRP
1811
Global Retirement Partners
California
$477K +$262K +2,981 +122%
OFW
1812
Omnia Family Wealth
Florida
$476K – – –
BHA
1813
Beech Hill Advisors
New York
$476K +$35.2K +400 +8%
BCM
1814
Brookstone Capital Management
Illinois
$475K -$31.6K -360 -6%
AGI
1815
Athena Global Investors
Virginia
$470K -$451K -5,138 -49%
REMPR
1816
Roof Eidam Maycock Peralta (REMP)
California
$470K -$11.4K -130 -2%
WIA
1817
Westbourne Investment Advisors
Maryland
$468K -$8.78K -100 -2%
AZA
1818
Arthur Zaske & Associates
Michigan
$467K -$105K -1,200 -18%
CGL
1819
Clarius Group LLC
Washington
$466K – – –
DWM
1820
Darwin Wealth Management
Florida
$466K +$129K +1,471 +38%
ACM
1821
Alethea Capital Management
Washington
$466K +$158K +1,800 +51%
BOS
1822
Bingham Osborn & Scarborough
California
$464K +$48.2K +548 +12%
MC
1823
Miles Capital
Iowa
$463K -$359K -4,084 -44%
BFG
1824
Beacon Financial Group
Texas
$463K -$14.8K -166 -3%
BRA
1825
Bender Robert & Associates
California
$460K -$21.1K -240 -4%
71 72
73
74 75