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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 %
VIP
351
Vantage Investment Partners
Missouri
$39.7M -$369K -3,865 -0.9%
SAM
352
Shell Asset Management
Netherlands
$39.7M -$2.82M -29,486 -7%
SIM
353
Stelliam Investment Management
New York
$39.6M -$2.39M -25,000 -6%
B
354
BP
United Kingdom
$39.2M – – –
OC
355
Oppenheimer & Co
New York
$39M -$4.38M -45,861 -10%
VDI
356
Vaughan David Investments
Illinois
$38.9M -$373K -3,910 -1%
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$38.9M -$90K -942 -0.2%
AB
358
Amalgamated Bank
New York
$38.8M +$663K +6,944 +2%
ABC
359
Associated Banc-Corp
Wisconsin
$38.5M -$440K -4,604 -1%
NG
360
NatWest Group
United Kingdom
$38.3M -$8.2M -85,871 -18%
RCM
361
Redwood Capital Management
New York
$38.2M – – –
CTI
362
Community Trust & Investment
Kentucky
$38.1M +$225K +2,356 +0.6%
SAM
363
Sentinel Asset Management
Vermont
$37.9M -$1.6M -16,800 -4%
CEP
364
Chicago Equity Partners
Illinois
$37.9M -$18M -188,475 -32%
SGDR
365
SPX Gestao de Recursos
Brazil
$37.6M +$37.6M +393,586 New
WPC
366
Waters Parkerson & Co
Louisiana
$37.6M -$208K -2,182 -0.6%
DIA
367
Dana Investment Advisors
Wisconsin
$37.5M -$1.33M -13,912 -3%
Connor, Clark & Lunn Investment Management (CC&L)
368
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37.5M -$8.73M -91,450 -19%
DK
369
Darrell & King
Virginia
$37.3M -$745K -7,800 -2%
QI
370
QS Investors
New York
$37M -$3.11M -32,535 -8%
MNA
371
Manning & Napier Advisors
New York
$36.9M -$283K -2,963 -0.8%
DRZID
372
DePrince Race & Zollo Inc (DRZ)
Florida
$36.2M -$17.3M -181,061 -32%
PP
373
Palladium Partners
Virginia
$36.2M -$217K -2,272 -0.6%
OAG
374
Orbis Allan Gray
Bermuda
$36.2M +$25.3K +265 +0.1%
BAM
375
Barrett Asset Management
New York
$36.1M -$82.7K -866 -0.2%
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