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JPMorgan Chase
JPM

Overview Fund Activity

2,197 hedge funds and large institutions have $248B invested in JPMorgan Chase in 2017 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 858 increasing their positions, 976 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,197
Holders Change
+4
Holders Change %
+0.18%
% of All Funds
54.86%
Holding in Top 10
573
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.55%
% of All Funds
14.31%
New
99
Increased
858
Reduced
976
Closed
77
Calls
$3.06B
Puts
$4.33B
Net Calls
-$1.27B
Net Calls Change
-$484M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$622M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$385M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$237M
4
Jennison Associates
Jennison Associates
New York
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$182M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.27B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$261M
3
Invesco
Invesco
Georgia
-$238M
4
SOMRS
State of Michigan Retirement System
Michigan
-$208M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
251
Hartford Investment Management Co (HIMCO)
Connecticut
$76.5M -$1.27M -13,308 -2%
Public Sector Pension Investment Board (PSP Investments)
252
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$75.9M +$13.3M +139,072 +21%
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$75.9M +$75.9M +794,224 New
QIM
254
Quantitative Investment Management
Virginia
$75.7M -$44.2M -462,300 -37%
LPL Financial
255
LPL Financial
California
$75.6M +$5.01M +52,474 +7%
Millennium Management
256
Millennium Management
New York
$75.5M -$1.48M -15,521 -2%
NMIMC
257
Northwestern Mutual Investment Management Company
Wisconsin
$75.4M -$2.51M -26,325 -3%
BCM
258
Becker Capital Management
Oregon
$75M -$248K -2,598 -0.3%
CWM
259
CIBC World Markets
New York
$73.1M +$4.69M +49,093 +7%
PIA
260
Piedmont Investment Advisors
North Carolina
$72.9M +$662K +6,926 +0.9%
SCM
261
Snow Capital Management
Pennsylvania
$72.8M -$12.9M -135,373 -15%
JIR
262
James Investment Research
Ohio
$72.5M +$362K +3,795 +0.5%
RL
263
Ruffer LLP
United Kingdom
$72.5M +$62.8M +657,954 +648%
SDIC
264
South Dakota Investment Council
South Dakota
$72.2M – – –
Robeco Institutional Asset Management
265
Robeco Institutional Asset Management
Netherlands
$71.9M -$2.88M -30,106 -4%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$70.6M +$2.06M +21,562 +3%
BCM
267
Basswood Capital Management
New York
$70M – – –
CI Investments Inc
268
CI Investments Inc
Ontario, Canada
$69.6M +$27.7M +290,422 +66%
CGT
269
Capital Guardian Trust
California
$69.6M +$7.17M +75,021 +11%
VRS
270
Virginia Retirement Systems
Virginia
$69.4M -$19M -199,200 -22%
CTB
271
Country Trust Bank
Illinois
$68.9M +$3.08M +32,206 +5%
William Blair Investment Management
272
William Blair Investment Management
Illinois
$68.8M -$767K -8,028 -1%
SW
273
SVB Wealth
Massachusetts
$68.4M +$398K +4,170 +0.6%
Mirae Asset Global Investments
274
Mirae Asset Global Investments
South Korea
$68.3M +$6.57M +68,747 +11%
Mitsubishi UFJ Asset Management
275
Mitsubishi UFJ Asset Management
Japan
$67.5M -$15.1M -157,819 -18%
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