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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 %
FP
376
Foundry Partners
Minnesota
$35.7M -$3.4M -35,550 -9%
BAM
377
Berkshire Asset Management
Pennsylvania
$35.3M +$378K +3,957 +1%
BF
378
BOK Financial
Oklahoma
$34.9M +$1.11M +11,650 +3%
DIA
379
Davidson Investment Advisors
Montana
$34.7M +$7.8M +81,683 +29%
GC
380
GMT Capital
Georgia
$34.7M -$2.18M -22,800 -6%
MME
381
Meag Munich Ergo
Germany
$34.6M +$3.54M +36,975 +11%
BAMF
382
BI Asset Management Fondsmaeglerselskab
Denmark
$34.1M -$5.64M -59,000 -14%
WCM
383
Wedge Capital Management
North Carolina
$34M -$158K -1,658 -0.5%
PFM
384
Parsec Financial Management
North Carolina
$34M +$1.33M +13,914 +4%
TH
385
TCTC Holdings
Texas
$34M -$20.9K -219 -0.1%
SAM
386
Securian Asset Management
Minnesota
$33.9M -$364K -3,816 -1%
TAM
387
Tyers Asset Management
Texas
$33.7M -$450K -4,708 -1%
AIA
388
Avalon Investment & Advisory
Texas
$33.6M +$7.24M +75,823 +27%
SMDAM
389
Sumitomo Mitsui DS Asset Management
Japan
$33.5M -$1.81M -18,981 -5%
ISL
390
Ingalls & Snyder LLC
New York
$33.2M -$5.25K -55 -0%
PC
391
PM Capital
Australia
$33.1M – – –
LTFS
392
Ladenburg Thalmann Financial Services
Florida
$33M -$2.63M -27,491 -7%
WSFS
393
Wilmington Savings Fund Society
Delaware
$32.7M +$928K +9,716 +3%
FTIOP
394
Fiduciary Trust International of Pennsylvania
Pennsylvania
$32.2M +$707K +7,406 +2%
MIH
395
Madison Investment Holdings
Wisconsin
$32M -$2.36M -24,678 -7%
WB
396
WesBanco Bank
West Virginia
$32M -$740K -7,752 -2%
ECM
397
Estabrook Capital Management
New York
$31.9M -$715K -7,491 -2%
PR
398
Payden & Rygel
California
$31.8M -$1.23M -12,900 -4%
HCMT
399
Highland Capital Management (Tennessee)
Tennessee
$31.6M -$1.18M -12,399 -4%
DCM
400
Donaldson Capital Management
Indiana
$31.4M +$836K +8,758 +3%
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