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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 %
TAM
2176
Taylor Asset Management
Ontario, Canada
– -$837K -9,700 Closed
MSU
2177
Mizuho Securities USA
New York
– -$814K -9,439 Closed
EI
2178
Elkhorn Investments
Illinois
– -$761K -8,819 Closed
MTIM
2179
Marathon Trading Investment Management
Pennsylvania
– -$757K -8,777 Closed
BJL
2180
Brighton Jones LLC
Washington
– -$740K -8,570 Closed
Capstone Investment Advisors
2181
Capstone Investment Advisors
New York
– -$655K -7,602 Closed
HI
2182
Horizon Investments
North Carolina
– -$607K -7,037 Closed
SLG
2183
Stanley-Laman Group
Pennsylvania
– -$603K -6,985 Closed
IAA
2184
Ironsides Asset Advisors
North Carolina
– -$581K -6,735 Closed
CFP
2185
Cornerstone Financial Partners
North Carolina
– -$561K -6,521 Closed
PRCM
2186
Pine River Capital Management
Minnesota
– -$535K -6,198 Closed
SAM
2187
SignalPoint Asset Management
Missouri
– -$520K -6,029 Closed
BCM
2188
Bayesian Capital Management
New York
– -$518K -6,000 Closed
BA
2189
Broadview Advisors
Wisconsin
– -$505K -5,850 Closed
SSA
2190
Schonfeld Strategic Advisors
New York
– -$483K -5,600 Closed
PAS
2191
Park Avenue Securities
New York
– -$477K -5,467 Closed
SM
2192
Sciencast Management
New Jersey
– -$441K -5,108 Closed
FVP
2193
Firefly Value Partners
Pennsylvania
– -$423K -4,905 Closed
RSA
2194
Robertson Stephens Advisors
California
– -$303K -3,507 Closed
VFPI
2195
Vantage Financial Partners (Illinois)
Illinois
– -$296K -3,424 Closed
PRS
2196
Pinkerton Retirement Specialists
Idaho
– -$286K -3,318 Closed
CWM
2197
CMH Wealth Management
New Hampshire
– -$277K -3,300 Closed
AIS
2198
American Investment Services
Massachusetts
– -$264K -3,063 Closed
SIG
2199
Stanford Investment Group
California
– -$252K -2,919 Closed
PFS
2200
Physicians Financial Services
North Carolina
– -$156K -2,432 Closed
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