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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 %
DLA
276
Douglas Lane & Associates
New York
$67.4M +$7.13M +74,694 +12%
OAM
277
Oppenheimer Asset Management
New York
$66.1M -$3.96M -41,441 -6%
UCFA
278
United Capital Financial Advisors
Texas
$65.4M +$1.05M +11,046 +2%
AACR
279
ACR Alpine Capital Research
Missouri
$64.7M -$788K -8,254 -1%
BTS
280
BB&T Securities
Virginia
$64.2M +$1.44M +15,071 +2%
PNC
281
Park National Corp
Ohio
$63.9M -$576K -6,033 -0.9%
BMO
282
Beck Mack & Oliver
New York
$63.5M -$2.31M -24,169 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
283
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$63.4M -$18.5M -194,101 -23%
JAM
284
Jupiter Asset Management
United Kingdom
$63.3M -$19.2M -200,590 -23%
ACPU
285
Arrowgrass Capital Partners (US)
Delaware
$63M +$23.8M +249,071 +61%
Mackenzie Financial
286
Mackenzie Financial
Ontario, Canada
$62.8M -$21M -219,590 -25%
URS
287
Utah Retirement Systems
Utah
$62M +$86K +900 +0.1%
PSUF
288
People's United Financial
Connecticut
$62M +$2.01M +21,062 +3%
SIA
289
Sit Investment Associates
Minnesota
$61.4M -$4.67M -48,883 -7%
EIM
290
ExxonMobil Investment Management
Texas
$61.4M -$3.77M -39,520 -6%
MA
291
MUFG Americas
New York
$60.1M -$1.78M -18,682 -3%
CLOS
292
Compagnie Lombard Odier SCmA
Switzerland
$59.5M -$833K -8,723 -1%
XK
293
Xact Kapitalforvaltning
Sweden
$59.1M +$770K +8,067 +1%
GTP
294
Global Thematic Partners
New York
$56.9M -$16.6M -174,137 -23%
WF
295
Welch & Forbes
Massachusetts
$56.9M +$1.03M +10,798 +2%
Rafferty Asset Management
296
Rafferty Asset Management
New York
$56.5M +$6.34M +66,352 +13%
Fiera Capital (Canada)
297
Fiera Capital (Canada)
Quebec, Canada
$56.5M -$14.7M -154,325 -21%
FAM
298
Fred Alger Management
New York
$56.2M -$53.7M -561,973 -49%
MSV
299
MN Services Vermogensbeheer
Netherlands
$56.1M +$9.55K +100 +0%
AR
300
Advisory Research
Illinois
$55M +$13.4M +140,191 +32%
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