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JPMorgan Chase
JPM

Overview Fund Activity

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.99B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$508M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.6B
4
Vanguard Group
Vanguard Group
Pennsylvania
$22.8B
5
Ameriprise
Ameriprise
Minnesota
$3.25B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$7.63B
2
Fisher Asset Management
Fisher Asset Management
Washington
$636M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$8.7B
4
State Street
State Street
Massachusetts
$15.2B
5
TP
Third Point
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
2151
Asset Planning Services (Pennsylvania)
Pennsylvania
$58K +$10.4K +113 +22%
CRCP
2152
Copper Rock Capital Partners
Massachusetts
$55K -$61.3K -671 -53%
HS
2153
Horan Securities
United States
$55K +$186 +2 +0.3%
HL
2154
Harding Loevner
New Jersey
$52K +$52K +570 New
SA
2155
SRH Advisors
Kansas
$51K – – –
RFWA
2156
RPg Family Wealth Advisory
Massachusetts
$50.5K +$5.76K +63 +13%
AI
2157
ArchPoint Investors
Florida
$50K -$4.55K -50 -8%
OAJ
2158
Ogorek Anthony Joseph
New York
$48K – – –
NC
2159
NewSquare Capital
Pennsylvania
$48K +$8.08K +89 +20%
CP
2160
Corbenic Partners
Pennsylvania
$44K – – –
DOA
2161
D'Orazio & Associates
Virginia
$44K – – –
RFM
2162
Royal Fund Management
Florida
$43K +$14.8K +164 +52%
SHJ
2163
Sharkey, Howes & Javer
Colorado
$42K -$1.28K -14 -3%
RWG
2164
Regal Wealth Group
California
$42K +$91 +1 +0.2%
AWMS
2165
Advocacy Wealth Management Services
Georgia
$38K +$4.09K +45 +12%
TI
2166
Turner Investments
Pennsylvania
$37K +$37K +410 New
PSC
2167
Prentiss Smith & Co
Vermont
$35K – – –
GWA
2168
Guidant Wealth Advisors
Illinois
$34K +$34K +374 New
IF
2169
Ironwood Financial
Arizona
$31K – – –
RBC
2170
Roble Belko & Company
Pennsylvania
$31K – – –
WAM
2171
Watermark Asset Management
California
$31K – – –
HCC
2172
Hirtle Callaghan & Co
Pennsylvania
$30K -$7.41K -82 -20%
HMS
2173
Hanseatic Management Services
New Mexico
$29K +$2.12K +23 +8%
IUHSA
2174
Itau Unibanco Holding S.A.
Brazil
$28K -$7.23K -80 -21%
IR
2175
Invictus RG
Bermuda
$26K -$87.6K -964 -77%
85 86
87
88 89