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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.6B +$731M +8,323,134 +3%
BlackRock
2
BlackRock
New York
$20.2B +$19.5B +222,064,502 +2,719%
State Street
3
State Street
Massachusetts
$15B +$119M +1,357,194 +0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.78B +$299M +3,404,008 +4%
Capital World Investors
5
Capital World Investors
California
$8.69B -$1.2B -13,654,218 -12%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$6.3B +$94.1M +1,071,372 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.51B -$216M -2,454,158 -4%
Bank of America
8
Bank of America
North Carolina
$4.7B -$54.9M -625,453 -1%
Northern Trust
9
Northern Trust
Illinois
$4.23B -$22.5M -256,663 -0.5%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$4.07B -$175M -1,994,761 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.67B -$105M -1,197,378 -3%
Morgan Stanley
12
Morgan Stanley
New York
$3.22B +$93.6M +1,065,907 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.12B +$232M +2,645,055 +8%
Norges Bank
14
Norges Bank
Norway
$2.99B +$42.7M +486,246 +1%
Ameriprise
15
Ameriprise
Minnesota
$2.81B -$191M -2,180,124 -6%
Capital Research Global Investors
16
Capital Research Global Investors
California
$2.72B -$40.1M -457,004 -1%
Franklin Resources
17
Franklin Resources
California
$2.64B -$447M -5,093,233 -15%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$2.5B +$53M +603,676 +2%
Invesco
19
Invesco
Georgia
$2.42B -$262M -2,984,341 -10%
Wells Fargo
20
Wells Fargo
California
$2.34B +$84.3M +960,144 +4%
Dodge & Cox
21
Dodge & Cox
California
$2.32B -$22.7M -258,789 -1%
Primecap Management
22
Primecap Management
California
$2.05B -$14.3M -162,500 -0.7%
LPU
23
Lansdowne Partners (UK)
United Kingdom
$1.96B +$93.6M +1,065,396 +5%
Boston Partners
24
Boston Partners
Massachusetts
$1.89B -$50.7M -577,322 -3%
Goldman Sachs
25
Goldman Sachs
New York
$1.82B +$81.7M +930,497 +5%
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