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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 %
PAA
1826
Peregrine Asset Advisers
Oregon
$458K – – –
MC
1827
Marcus Capital
Illinois
$457K -$8.79K -100 -2%
DW
1828
Domani Wealth
Pennsylvania
$456K – – –
SCP
1829
Syntal Capital Partners
Texas
$456K +$48.3K +550 +12%
VNA
1830
Valley National Advisers
Pennsylvania
$456K +$71K +809 +18%
KFA
1831
Kelleher Financial Advisors
New York
$454K -$108K -1,225 -19%
BFM
1832
Boothbay Fund Management
New York
$450K +$241K +2,746 +116%
SS
1833
Sunbelt Securities
Texas
$448K -$3.86K -44 -0.9%
RGNCM
1834
R.G. Niederhoffer Capital Management
New York
$448K +$448K +5,100 New
OAM
1835
Oberweis Asset Management
Illinois
$447K +$176 +2 +0%
FCB
1836
First Command Bank
Texas
$446K +$52.3K +595 +13%
FCFS
1837
First Command Financial Services
Texas
$446K +$52.3K +595 +13%
PCM
1838
Pointe Capital Management
Michigan
$446K +$197K +2,243 +79%
FWP
1839
FAS Wealth Partners
Kansas
$442K +$3.17K +36 +0.7%
CCA
1840
Clearwater Capital Advisors
Illinois
$439K -$16.4K -190 -4%
CAM
1841
CMT Asset Management
Illinois
$439K +$439K +4,997 New
BW
1842
Biegel & Waller
Maryland
$438K -$26.2K -298 -6%
DAM
1843
Doheny Asset Management
California
$436K -$54.5K -620 -11%
LI
1844
LVZ Inc
Michigan
$435K +$5.27K +60 +1%
DDC
1845
DF Dent & Co
Maryland
$433K -$15.4K -175 -3%
RIG
1846
Renaissance Investment Group
Massachusetts
$432K -$879 -10 -0.2%
BRC
1847
Bell Rock Capital
Delaware
$432K +$26.7K +304 +7%
AMCA
1848
Arthur M. Cohen & Associates
Illinois
$430K +$201K +3,313 +87%
BWP
1849
BSW Wealth Partners
Colorado
$429K +$2.28K +26 +0.5%
AAP
1850
Arax Advisory Partners
Colorado
$426K +$90.9K +1,035 +27%
72 73
74
75 76