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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 %
FC
1901
Financial Consulate
Maryland
$354K +$12.3K +140 +4%
HCM
1902
Harvey Capital Management
Florida
$351K – – –
HF
1903
HRT Financial
New York
$351K +$42.8K +488 +14%
CL
1904
Croft-Leominster
Maryland
$351K +$351K +4,000 New
IWA
1905
Intercontinental Wealth Advisors
Texas
$350K -$1.32K -15 -0.4%
BCM
1906
Baltimore Capital Management
Maryland
$348K +$348K +3,960 New
PCP
1907
Proficio Capital Partners
Massachusetts
$347K -$3.21M -37,430 -90%
SIM
1908
Sadoff Investment Management
Wisconsin
$345K -$3.08K -35 -0.9%
SFS
1909
Summit Financial Strategies
Ohio
$344K -$1.58K -18 -0.5%
GC
1910
Gilbert & Cook
Iowa
$342K -$17.4K -198 -5%
CHP
1911
Cable Hill Partners
Oregon
$341K -$78.4K -894 -19%
PAG
1912
Pinnacle Advisory Group
Maryland
$340K -$155K -1,763 -31%
FAM
1913
Formidable Asset Management
Ohio
$339K -$25.2K -290 -7%
TAM
1914
Trillium Asset Management
Massachusetts
$338K -$30.8K -351 -8%
MMA
1915
Miracle Mile Advisors
California
$338K +$13.8K +157 +4%
WA
1916
WP Advisors
California
$338K +$338K +3,844 New
CIM
1917
Confluence Investment Management
Missouri
$337K +$337K +3,840 New
AIP
1918
Almanack Investment Partners
Pennsylvania
$335K +$64.7K +736 +24%
HPIA
1919
Hamilton Point Investment Advisors
North Carolina
$334K – – –
MWM
1920
Modera Wealth Management
New Jersey
$332K +$88 +1 +0%
LCOV
1921
London Company of Virginia
Virginia
$328K +$328K +3,735 New
VCM
1922
Versant Capital Management
Arizona
$326K +$9.13K +104 +3%
CFS
1923
Commonwealth Financial Services
West Virginia
$325K +$6.3K +73 +2%
SNBOSD
1924
Security National Bank of So Dak
Iowa
$320K -$31.3K -357 -9%
MAM
1925
Morse Asset Management
Connecticut
$320K +$320K +3,640 New
75 76
77
78 79