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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
$20.2B
2
Vanguard Group
Vanguard Group
Pennsylvania
$21.6B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$680M
4
Viking Global Investors
Viking Global Investors
Connecticut
$325M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$8.78B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$8.69B
2
Harris Associates
Harris Associates
Illinois
$1.11B
3
Franklin Resources
Franklin Resources
California
$2.64B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$308M
5
Invesco
Invesco
Georgia
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
1876
Global Endowment Management
North Carolina
$385K +$385K +4,380 New
SS
1877
Simplicity Solutions
Minnesota
$384K +$45K +513 +13%
CCM
1878
Consolidated Capital Management
California
$383K +$383K +4,358 New
HAIM
1879
Hunter Associates Investment Management
Pennsylvania
$382K – – –
PHAM
1880
Palisades Hudson Asset Management
Florida
$381K -$107K -1,213 -22%
BWA
1881
Burt Wealth Advisors
Maryland
$381K -$11.8K -134 -3%
MKC
1882
M. Kraus & Co
Vermont
$380K -$19K -216 -5%
PCM
1883
Penserra Capital Management
California
$379K +$300K +3,420 +380%
CFD
1884
Creative Financial Designs
Indiana
$378K +$7.73K +88 +2%
FPCP
1885
Fort Point Capital Partners
California
$376K +$17.5K +199 +5%
CC
1886
Cornerstone Capital
California
$375K +$43.5K +495 +13%
MCM
1887
MV Capital Management
Maryland
$373K -$50.2K -572 -12%
BC
1888
Blueport Capital
Texas
$371K – – –
CCM
1889
Cribstone Capital Management
Maine
$371K +$19.2K +222 +5%
RG
1890
Rikoon Group
New Mexico
$369K +$38.1K +436 +12%
MSE
1891
MUFG Securities EMEA
United Kingdom
$367K +$367K +4,179 New
PCA
1892
Private Capital Advisors
Connecticut
$363K -$3.28M -37,350 -90%
EA
1893
Elm Advisors
California
$363K +$35.1K +400 +11%
BJ
1894
Brouwer & Janachowski
California
$363K +$96.7K +1,102 +36%
IIM
1895
Ironwood Investment Management
Massachusetts
$362K – – –
MA
1896
Marshwinds Advisory
Georgia
$361K +$13.7K +156 +4%
CCM
1897
Carlson Capital Management
Minnesota
$359K +$4.13K +47 +1%
RSVP
1898
Ramsay Stattman Vela & Price
Colorado
$358K – – –
FAN
1899
Financial Advisors Network
California
$355K -$11.1K -127 -3%
SWK
1900
Stephen W. Kidder
$354K -$8.32K -95 -2%
74 75
76
77 78