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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
1
BlackRock
New York
$20.2B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.6B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$680M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$325M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.78B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$8.69B
2
Harris Associates
2
Harris Associates
Illinois
$1.11B
3
Franklin Resources
3
Franklin Resources
California
$2.64B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$308M
5
Invesco
5
Invesco
Georgia
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
2126
Holloway Wealth Management
Florida
$17K -$16K – –
AIL
2127
AGF Investments LLC
Ontario, Canada
$16K +$2.42K +26 +18%
DSN
2128
D. Scott Neal
Kentucky
$15K – – –
SP
2129
Symmetry Partners
Connecticut
$12K +$12K +132 New
AAF
2130
Andra AP-fonden
Sweden
$11.8K -$659 -7,500 -5%
WCM
2131
Wealthcare Capital Management
Virginia
$10K – – –
RIM
2132
Ranger Investment Management
Texas
$8K +$3.36K +39 +72%
BCMIO
2133
Beacon Capital Management Inc (Ohio)
Ohio
$5K +$455 +5 +10%
AUB
2134
Atlantic Union Bankshares
Virginia
$4.86K +$1.18K +13,483 +32%
CIM
2135
Contravisory Investment Management
Massachusetts
$4K – – –
CWM
2136
Cedar Wealth Management
California
$4K – – –
MBA
2137
McQueen Ball & Associates
Pennsylvania
$3.35K +$12 +132 +0.3%
CT
2138
Chicago Trust
Illinois
$3.33K -$625 -7,121 -16%
LWA
2139
Lenox Wealth Advisors
New York
$3K +$3K +34 New
Financial Engines Advisors
2140
Financial Engines Advisors
California
$3K +$3K +35 New
GVT
2141
Genesee Valley Trust
New York
$2.69K -$272 -3,092 -9%
Walleye Trading
2142
Walleye Trading
New York
$2.37K +$2.37K +26,975 New
HA
2143
Harfst & Associates
Wyoming
$2K +$2K +25 New
SLF
2144
Sun Life Financial
Ontario, Canada
$1.92K +$34 +3 +2%
NDSI
2145
Newman Dignan & Sheerar Inc
Rhode Island
$1.81K -$116 -1,315 -6%
RIM
2146
Ranger International Management
Illinois
$1.3K -$153 -1,740 -11%
CM
2147
Corvex Management
New York
– -$154M -1,782,084 Closed
SCM
2148
Suvretta Capital Management
New York
– -$134M -1,553,400 Closed
ECM
2149
Element Capital Management
New York
– -$96M -1,112,839 Closed
DFO
2150
Duquesne Family Office
New York
– -$28.3M -327,500 Closed
84 85
86
87 88