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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 %
USSCPF
326
United States Steel & Carnegie Pension Fund
New York
$47.7M – – –
CS
327
Candriam SCA
Luxembourg
$47.7M -$5.53M -57,874 -10%
MOACM
328
Mutual of America Capital Management
New York
$47.5M +$1.12M +11,776 +2%
HPC
329
HM Payson & Co
Maine
$47.2M -$376K -3,937 -0.8%
WJA
330
Williams Jones & Associates
New York
$47M +$452K +4,728 +1%
MSA
331
Mason Street Advisors
Wisconsin
$46.7M -$439K -4,593 -0.9%
WBC
332
Westpac Banking Corp
Australia
$46.5M -$50.5M -528,878 -52%
IG
333
ING Group
Netherlands
$45.6M +$11.6M +121,910 +34%
LWCA
334
Locust Wood Capital Advisers
New York
$45.4M +$192K +2,015 +0.4%
DnB Asset Management
335
DnB Asset Management
Norway
$44.9M -$6.33M -66,300 -12%
FQ
336
First Quadrant
California
$44.7M -$2.89M -30,224 -6%
SCA
337
STALEY CAPITAL ADVISERS
Pennsylvania
$43.7M -$291K -3,050 -0.7%
FWCM
338
Ferguson Wellman Capital Management
Oregon
$43.5M +$250K +2,613 +0.6%
NIPH
339
NN Investment Partners Holdings
Netherlands
$42.9M +$28.1M +294,321 +190%
FCM
340
Flinton Capital Management
Pennsylvania
$42.9M -$572K -5,992 -1%
WT
341
Washington Trust
Rhode Island
$42.8M -$1.17M -12,213 -3%
UB
342
UMB Bank
Missouri
$42.4M -$5.96M -62,436 -12%
CM
343
CS McKee
Pennsylvania
$42.3M -$637K -6,665 -1%
HCM
344
Huber Capital Management
California
$42.1M -$3.8M -39,795 -8%
RCM
345
RNC Capital Management
California
$42M +$26.3K +275 +0.1%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$41.7M +$802K +8,395 +2%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$41.4M -$82.8K -867 -0.2%
SCM
348
Sterling Capital Management
North Carolina
$40.3M -$2.37M -24,793 -6%
CP
349
Cumberland Partners
Ontario, Canada
$40.1M +$744K +7,790 +2%
Creative Planning
350
Creative Planning
Kansas
$40M +$1.21M +12,680 +3%
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14
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