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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 %
GKIM
426
GW&K Investment Management
Massachusetts
$28.8M -$316K -3,308 -1%
Cohen & Steers
427
Cohen & Steers
New York
$28.7M -$5M -52,335 -15%
C
428
Consulta
United Kingdom
$28.7M – – –
FT
429
Fiduciary Trust
Massachusetts
$28.5M -$652K -6,826 -2%
NP
430
NS Partners
United Kingdom
$28.3M -$464K -4,861 -2%
SPC
431
Stewart & Patten Company
California
$28.2M -$1.27M -13,280 -4%
FCI
432
Financial Counselors Inc
Kansas
$27.8M +$722K +7,560 +3%
CA
433
Commerzbank Aktiengesellschaft
Germany
$27.7M +$2.69M +28,199 +11%
CIP
434
Chartwell Investment Partners
Pennsylvania
$27.7M +$1.73M +18,140 +7%
AAM
435
Advisors Asset Management
Colorado
$27.5M -$1.01M -10,615 -4%
GAM
436
GVO Asset Management
Switzerland
$27.5M – – –
COPPSERS
437
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.3M +$2.12M +22,236 +8%
KB
438
Kimelman & Baird
New York
$27.3M -$134K -1,399 -0.5%
MHC
439
Meyer Handelman Company
New York
$27.2M -$8.29M -86,826 -23%
NSIM
440
North Star Investment Management
Illinois
$27.2M +$1.64M +17,164 +6%
SIM
441
Sentry Investment Management
Wisconsin
$27.1M -$266K -2,784 -1%
M2MC
442
Matthew 25 Management Corp
Pennsylvania
$26.7M – – –
RMA
443
Roffman Miller Associates
Pennsylvania
$26.7M +$63K +660 +0.2%
RJT
444
Raymond James Trust
Florida
$26.6M +$122K +1,276 +0.5%
AIM
445
Achmea Investment Management
Netherlands
$26.6M -$9.23M -96,687 -26%
CPSAC
446
Chas P. Smith & Associates (CPS)
Florida
$26.5M -$443K -4,643 -2%
MPI
447
Mairs & Power Inc
Minnesota
$26.5M -$202K -2,113 -0.8%
BFM
448
Boston Financial Management
Massachusetts
$26.5M -$88.3K -924 -0.3%
ONB
449
Old National Bancorp
Indiana
$26.4M -$1.15M -12,020 -4%
JCM
450
Janney Capital Management
Pennsylvania
$26.3M -$56.7K -594 -0.2%
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