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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 %
JSL
1951
JT Stratford LLC
Georgia
$291K -$49.2K -560 -14%
WI
1952
Wedgewood Investors
Pennsylvania
$289K +$13.2K +150 +5%
BP
1953
BBR Partners
New York
$288K -$326K -3,709 -53%
EIA
1954
Edgemoor Investment Advisors
Maryland
$288K – – –
JGIA
1955
Jackson Grant Investment Advisers
Connecticut
$288K +$62.5K +711 +28%
MCM
1956
Millie Capital Management
California
$285K – – –
CC
1957
Cedar Capital
Illinois
$285K +$285K +3,240 New
CPA
1958
Clear Perspective Advisors
Illinois
$284K -$35.1K -400 -11%
WA
1959
WealthTrust Axiom
Pennsylvania
$283K -$2.93M -33,500 -91%
NWM
1960
Northwest Wealth Management
Iowa
$283K +$283K +3,222 New
TBA
1961
Train Babcock Advisors
New York
$282K -$27.4K -312 -9%
JC
1962
Jentner Corp
Ohio
$282K +$24.1K +275 +9%
EP
1963
Elkhorn Partners
Nebraska
$281K – – –
HC
1964
Hourglass Capital
Texas
$281K – – –
AMG
1965
Asset Management Group
Connecticut
$281K +$1.58K +18 +0.6%
RWA
1966
RGT Wealth Advisors
Texas
$280K -$176K -2,008 -39%
CWM
1967
Cranbrook Wealth Management
Michigan
$277K -$52.7K -600 -16%
HWM
1968
Highwater Wealth Management
Colorado
$273K -$35.8K -408 -12%
TCOO
1969
Trust Company of Oklahoma
Oklahoma
$272K – – –
AIA
1970
AIMZ Investment Advisors
California
$272K – – –
ICM
1971
IMS Capital Management
Oregon
$272K +$43.9K +500 +19%
RT
1972
Reliance Trust
Georgia
$271K -$11.9K -135 -4%
ACP
1973
Aveo Capital Partners
Colorado
$270K -$258K -2,939 -49%
WFWM
1974
Wechter Feldman Wealth Management
New Jersey
$269K +$269K +3,060 New
I2I
1975
Insight 2811 Inc
Illinois
$267K +$264 +3 +0.1%
77 78
79
80 81