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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 %
Voloridge Investment Management
2151
Voloridge Investment Management
Florida
– -$25.7M -298,109 Closed
OCAM
2152
Owl Creek Asset Management
New York
– -$20.3M -235,500 Closed
PFC
2153
Poplar Forest Capital
California
– -$17.4M -201,740 Closed
ARTA
2154
A.R.T. Advisors
New York
– -$13.8M -159,800 Closed
CC
2155
Carlson Capital
Texas
– -$12.7M -147,168 Closed
CCP
2156
Clough Capital Partners
Massachusetts
– -$10.5M -122,080 Closed
DA
2157
Denali Advisors
California
– -$10.4M -120,911 Closed
CA
2158
Cornerstone Advisors
North Carolina
– -$10.2M -118,000 Closed
PC
2159
PointState Capital
New York
– -$8.98M -104,100 Closed
VF
2160
Virtu Financial
New York
– -$8.25M -95,625 Closed
MC
2161
MIG Capital
California
– -$8.02M -92,947 Closed
UOC
2162
UBS O'Connor
Illinois
– -$7.12M -82,465 Closed
LD
2163
Lipe & Dalton
New York
– -$6.48M -75,114 Closed
FO
2164
FT Options
Illinois
– -$3.58M -41,500 Closed
TAM
2165
Tiverton Asset Management
Delaware
– -$2.98M -34,581 Closed
DIA
2166
Dean Investment Associates
Ohio
– -$2.41M -27,941 Closed
ACM
2167
Atika Capital Management
New York
– -$2.16M -25,000 Closed
SG
2168
Swarthmore Group
Pennsylvania
– -$1.71M -19,825 Closed
DP
2169
DSAM Partners
United Kingdom
– -$1.32M -15,305 Closed
CIA
2170
Capital Impact Advisors
Massachusetts
– -$1.29M -14,930 Closed
BCM
2171
Billings Capital Management
Virginia
– -$1.27M -14,767 Closed
MFIMFI
2172
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$1.2M -13,893 Closed
AIM
2173
Assured Investment Management
New York
– -$1.05M -12,157 Closed
MCM
2174
Mork Capital Management
California
– -$1.04M -12,100 Closed
FP
2175
FDO Partners
Massachusetts
– -$953K -11,045 Closed
85 86
87
88 89