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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 %
CBOA
301
Commonwealth Bank of Australia
Australia
$54.5M +$3.7M +38,696 +7%
WT
302
Whittier Trust
California
$54.2M +$760K +7,953 +1%
PWLP
303
Prio Wealth Limited Partnership
Massachusetts
$53.5M -$542K -5,675 -1%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$53.1M -$40.7M -426,502 -43%
ZIG
305
Zurich Insurance Group
Switzerland
$53.1M -$2.08M -21,786 -4%
EDRH
306
Edmond de Rothschild Holding
Switzerland
$53M -$27.1M -284,005 -34%
CCMG
307
Clark Capital Management Group
Pennsylvania
$52.8M +$14.3M +149,824 +37%
OCAM
308
Onex Canada Asset Management
Ontario, Canada
$52.8M +$3.32M +34,773 +7%
TAM
309
Todd Asset Management
Kentucky
$52.4M -$2.35M -24,601 -4%
SBH
310
Segall Bryant & Hamill
Illinois
$52.3M -$680K -7,115 -1%
NA
311
Neuburgh Advisers
California
$52.1M -$695K -7,276 -1%
TF
312
TIAA FSB
Florida
$51.4M +$587K +6,149 +1%
WA
313
WestEnd Advisors
North Carolina
$50.7M -$4.81M -50,338 -9%
PMG
314
Private Management Group
California
$50.3M -$1.1M -11,506 -2%
SCP
315
Seizert Capital Partners
Michigan
$50.2M -$4.04M -42,280 -7%
DCM
316
Dupont Capital Management
Delaware
$49.5M +$1.42M +14,887 +3%
BA
317
Boston Advisors
Massachusetts
$49.4M +$106K +1,112 +0.2%
DILIC
318
Dai-ichi Life Insurance Company
Japan
$49.4M +$3.2M +33,465 +7%
PA
319
Pinnacle Associates
New York
$48.7M -$387K -4,048 -0.8%
PCM
320
Polaris Capital Management
Massachusetts
$48.6M +$3.15M +33,000 +7%
SCM
321
Sirios Capital Management
Massachusetts
$48.4M -$61.6M -644,721 -56%
BIC
322
Beach Investment Counsel
Pennsylvania
$48.2M -$5.21M -54,530 -10%
FRAF
323
Första AP-fonden
Sweden
$48.2M -$14.3M -149,900 -23%
OAM
324
Origin Asset Management
United Kingdom
$48.1M -$1.3M -13,600 -3%
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.8M +$386K +4,043 +0.8%
11 12
13
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