JPM icon

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
+$437M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$425M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$361M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$340M
5
Ameriprise
Ameriprise
Minnesota
+$322M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.42B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$634M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
4
State Street
State Street
Massachusetts
-$356M
5
TP
Third Point
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
276
Oppenheimer Asset Management
New York
$67.1M +$1.17M +12,755 +2%
BCM
277
Basswood Capital Management
New York
$67M – – –
William Blair Investment Management
278
William Blair Investment Management
Illinois
$66.5M -$711K -7,781 -1%
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$65.6M +$5.43M +59,370 +9%
CWM
280
CIBC World Markets
New York
$65.5M -$6.89M -75,367 -10%
SW
281
SVB Wealth
Massachusetts
$65.1M -$464K -5,072 -0.7%
SIA
282
Sit Investment Associates
Minnesota
$63.2M +$987K +10,802 +2%
SC
283
Scotia Capital
Ontario, Canada
$63.1M +$5.2M +56,946 +9%
CTB
284
Country Trust Bank
Illinois
$63M +$450K +4,918 +0.7%
BMO
285
Beck Mack & Oliver
New York
$62.9M -$499K -5,461 -0.8%
AACR
286
ACR Alpine Capital Research
Missouri
$62.7M -$2.37M -25,978 -4%
EIM
287
ExxonMobil Investment Management
Texas
$62.3M -$10.2M -111,075 -14%
PNC
288
Park National Corp
Ohio
$61.7M -$665K -7,272 -1%
UCFA
289
United Capital Financial Advisors
Texas
$61.6M +$534K +5,839 +0.9%
BTS
290
BB&T Securities
Virginia
$60.1M +$26.1M +285,094 +77%
Public Sector Pension Investment Board (PSP Investments)
291
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$59.9M -$14.4M -158,000 -19%
FRAF
292
Första AP-fonden
Sweden
$59.8M -$5.85M -64,000 -9%
CGT
293
Capital Guardian Trust
California
$59.7M -$127M -1,385,588 -68%
URS
294
Utah Retirement Systems
Utah
$59.3M -$1.76M -19,300 -3%
MA
295
MUFG Americas
New York
$59.2M -$553K -6,046 -0.9%
Mirae Asset Global Investments
296
Mirae Asset Global Investments
South Korea
$59.1M -$193K -2,109 -0.3%
CLOS
297
Compagnie Lombard Odier SCmA
Switzerland
$57.8M -$2.56M -28,031 -4%
DLA
298
Douglas Lane & Associates
New York
$57.7M +$11.7M +127,798 +25%
TCM
299
Tetrem Capital Management
Manitoba, Canada
$57.7M -$706K -7,721 -1%
PSUF
300
People's United Financial
Connecticut
$57.4M +$252K +2,755 +0.4%
10 11
12
13 14