JPMorgan Chase
JPM
2,150 hedge funds and large institutions have $235B invested in JPMorgan Chase in 2017 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 795 increasing their positions, 1,014 reducing their positions, and 65 closing their positions.
125% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 65
3% more funds holding
Funds holding: 2,090 → 2,150 (+60)
1% more capital invested
Capital invested by funds: $233B → $235B (+$1.76B)
0.7% less ownership
Funds ownership: 75.46% → 74.75% (-0.7%)
8% less funds holding in top 10
Funds holding in top 10: 621 → 570 (-51)
22% less repeat investments, than reductions
Existing positions increased: 795 | Existing positions reduced: 1,014
25% less call options, than puts
Call options by funds: $2.8B | Put options by funds: $3.74B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$19.6B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$734M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$507M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$326M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$300M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.2B |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$469M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$449M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$266M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$263M |
JPM Hedge Fund Activity: Q1 2017 in Review
2,150 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2017, worth a combined $235B — up 0.76% from $233B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new JPM positions and 65 closed out — a net gain of 81 holders — while 795 added to existing stakes and 1,014 trimmed.
The largest buyer was BlackRock, adding an estimated $19.6B. The largest seller was Capital World Investors, cutting an estimated $1.2B.
- 2,150 institutional investors held JPMorgan Chase (JPM) as of Q1 2017, up from 2,090 in Q4 2016.
- Funds reported $235B of JPMorgan Chase stock for Q1 2017, up 0.76% quarter-over-quarter.
- 146 funds opened new JPMorgan Chase positions in Q1 2017 and 65 closed out, a net change of +81 holders.
- The largest JPMorgan Chase buyer in Q1 2017 was BlackRock, an estimated $19.6B added.
- The largest JPMorgan Chase seller in Q1 2017 was Capital World Investors, an estimated $1.2B sold.
Based on aggregated 13F filings for Q1 2017.