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JPMorgan Chase

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
Name Holding Trade Value Shares
Change
Shares
Change %
KBC Group
176
KBC Group
Belgium
$147M +$9.44M +107,486 +7%
Loomis, Sayles & Company
177
Loomis, Sayles & Company
Massachusetts
$145M -$7.37M -83,912 -5%
GA
178
Geneva Advisors
Illinois
$145M +$1.06M +12,081 +0.7%
DC
179
Davenport & Co
Virginia
$144M -$7.15M -82,549 -5%
AG
180
Aperio Group
California
$140M +$6.13M +69,795 +5%
JPMPWA
181
J.P. Morgan Private Wealth Advisors
California
$138M +$3.57M +40,656 +3%
LCS
182
Levin Capital Strategies
New York
$135M -$23.1M -263,389 -15%
AAMU
183
AEGON Asset Management (UK)
United Kingdom
$134M -$24M -272,928 -15%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$133M +$3.02M +33,769 +2%
CA
185
Cortland Advisers
Delaware
$129M +$83.9M +955,355 +187%
CCMH
186
Cornerstone Capital Management Holdings
New York
$127M -$5.02M -57,185 -4%
EAM
187
Eagle Asset Management
Florida
$126M -$1.81M -20,625 -1%
HTC
188
Haverford Trust Company
Pennsylvania
$123M -$25M -284,578 -17%
Nuveen Asset Management
189
Nuveen Asset Management
Illinois
$122M -$24.4M -277,503 -17%
WBC
190
Westpac Banking Corp
Australia
$122M +$16M +182,472 +15%
VFA
191
Virtus Fund Advisers
Connecticut
$120M -$51M -580,470 -30%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$120M +$8.74M +99,449 +8%
FI
193
Focused Investors
California
$119M -$176K -2,000 -0.1%
Axa
194
Axa
France
$116M -$17.9M -203,602 -13%
JWBC
195
John W. Bristol & Co
New York
$115M -$5M -56,879 -4%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$114M -$1.44M -16,343 -1%
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$114M +$7.18M +81,696 +7%
EIP
198
Epoch Investment Partners
New York
$114M -$22.3M -254,217 -16%
SCM
199
Smead Capital Management
Arizona
$114M -$14.5M -165,131 -11%
First Trust Advisors
200
First Trust Advisors
Illinois
$113M +$77.3M +880,537 +219%