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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 %
FCMC
1926
Founders Capital Management (Connecticut)
Connecticut
$318K -$23.6K -268 -7%
IHL
1927
Investment House LLC
California
$318K – – –
QCMC
1928
Quantum Capital Management (California)
California
$316K -$81K -922 -20%
CP
1929
Camelot Portfolios
Ohio
$315K -$119K -1,348 -27%
TFF
1930
The Family Firm
Maryland
$310K +$7.56K +86 +2%
LCP
1931
Legacy Capital Partners
Wisconsin
$310K +$23.3K +265 +8%
AIM
1932
Allen Investment Management
New York
$309K -$710K -8,089 -70%
ST
1933
Sabal Trust
Florida
$308K +$50.6K +576 +20%
CCP
1934
Clarkston Capital Partners
Michigan
$308K +$308K +3,504 New
YMRC
1935
Yorktown Management & Research Company
Virginia
$307K – – –
GWS
1936
Glassman Wealth Services
Virginia
$304K -$2.11K -24 -0.7%
CPA
1937
Capital Planning Advisors
California
$304K +$304K +3,457 New
TCM
1938
Towercrest Capital Management
Pennsylvania
$303K -$87.9K -1,000 -22%
MBI
1939
Montrusco Bolton Investments
Quebec, Canada
$303K +$303K +3,447 New
KFS
1940
Kurt F. Somerville
$302K – – –
LCM
1941
LVM Capital Management
Michigan
$301K +$4.57K +52 +2%
HKIM
1942
Hayek Kallen Investment Management
Alabama
$300K +$1.32K +15 +0.4%
WRM
1943
Weybosset Research & Management
Rhode Island
$299K +$2.63K +30 +0.9%
HHAM
1944
HITE Hedge Asset Management
Massachusetts
$298K – – –
RWMH
1945
Riverpoint Wealth Management Holdings
Illinois
$297K – – –
KP
1946
Keel Point
Alabama
$296K +$3.17K +36 +1%
MFW
1947
Mosaic Family Wealth
Missouri
$295K -$43.9K -500 -13%
VHAM
1948
Van Hulzen Asset Management
California
$295K – – –
ZIG
1949
Zuckerman Investment Group
Illinois
$295K +$46.1K +524 +19%
CCA
1950
Conestoga Capital Advisors
Pennsylvania
$293K -$87.7K -1,000 -23%
76 77
78
79 80