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 %
RPAM
1851
Rhenman & Partners Asset Management
Sweden
$425K +$65.9K +750 +18%
FIG
1852
FundX Investment Group
California
$423K – – –
NA
1853
Navellier & Associates
Nevada
$422K -$993K -11,300 -70%
ES
1854
Equitec Specialists
Illinois
$418K -$2.7M -30,800 -87%
HWA
1855
Heritage Wealth Advisors
Virginia
$418K +$31.9K +363 +8%
LP
1856
LMR Partners
United Kingdom
$414K -$673K -7,665 -62%
WMSA
1857
Weiss Multi-Strategy Advisers
New York
$414K +$414K +4,713 New
CVM
1858
Cheviot Value Management
California
$410K +$26.4K +300 +7%
PM
1859
Parametrica Management
Hong Kong
$405K +$405K +4,606 New
SSP
1860
Sapphire Star Partners
Washington
$404K -$1.41M -16,000 -78%
NFG
1861
Nadler Financial Group
Illinois
$404K -$4.3K -49 -1%
RWM
1862
Rench Wealth Management
Texas
$404K +$37.5K +427 +10%
HPWM
1863
Highland Private Wealth Management
Washington
$402K -$3.34K -38 -0.8%
APSI
1864
Asset Planning Services Inc
Louisiana
$398K – – –
STMM
1865
South Texas Money Management
Texas
$396K -$181K -2,058 -31%
PRHC
1866
P.R. Herzig & Co
New York
$393K – – –
EBSAM
1867
Eubel Brady & Suttman Asset Management
Ohio
$392K -$14.1K -161 -3%
WA1
1868
Wimmer Associates 1
California
$392K – – –
HP
1869
Hartree Partners
New York
$392K +$170K +1,933 +76%
WVP
1870
Worth Venture Partners
New Jersey
$391K +$391K +4,450 New
IT
1871
Independence Trust
Tennessee
$390K -$1.76K -20 -0.4%
KA
1872
Klingman & Associates
New York
$389K -$286K -3,254 -42%
LRIC
1873
Long Road Investment Counsel
Michigan
$389K – – –
DE
1874
Day & Ennis
Georgia
$386K +$17.6K +200 +5%
WDA
1875
Wendell David Associates
New Hampshire
$385K -$61.5K -700 -14%
73 74
75
76 77