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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
$5.67B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$386M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$956M
4
Jennison Associates
Jennison Associates
New York
$1.47B
5
Vanguard Group
Vanguard Group
Pennsylvania
$24B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$6.7B
2
LPU
Lansdowne Partners (UK)
United Kingdom
$1.91B
3
Invesco
Invesco
Georgia
$2.35B
4
SOMRS
State of Michigan Retirement System
Michigan
$214M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$8.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.83B -$58.8M -616,117 -3%
TCIM
27
TIAA CREF Investment Management
New York
$1.74B +$76M +796,135 +5%
Legal & General Group
28
Legal & General Group
United Kingdom
$1.73B +$30M +313,968 +2%
Capital International Investors
29
Capital International Investors
California
$1.73B +$76.6M +802,024 +5%
AllianceBernstein
30
AllianceBernstein
Tennessee
$1.57B -$96.9M -1,014,763 -6%
UBS AM
31
UBS AM
Illinois
$1.5B +$130M +1,359,823 +9%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$1.49B -$24.2M -253,093 -2%
Jennison Associates
33
Jennison Associates
New York
$1.47B +$183M +1,915,039 +14%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.33B -$129M -1,346,974 -9%
UBS Group
35
UBS Group
Switzerland
$1.24B +$28.4M +296,939 +2%
DSA
36
Davis Selected Advisers
Arizona
$1.22B -$72.1M -755,072 -6%
LSV Asset Management
37
LSV Asset Management
Illinois
$1.18B -$2.23M -23,383 -0.2%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18B +$10.4M +108,499 +0.9%
Charles Schwab
39
Charles Schwab
California
$1.18B +$7.08M +74,109 +0.6%
Deutsche Bank
40
Deutsche Bank
Germany
$1.08B +$120M +1,257,318 +13%
Harris Associates
41
Harris Associates
Illinois
$1.05B -$128M -1,337,498 -11%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$1.02B -$782K -8,190 -0.1%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$1.02B -$15.6M -163,113 -2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1,000M -$36.8M -385,067 -4%
Prudential Financial
45
Prudential Financial
New Jersey
$976M -$41.1M -430,137 -4%
PPA
46
Parametric Portfolio Associates
Washington
$962M +$53.2M +556,506 +6%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$956M +$237M +2,477,334 +33%
American Century Companies
48
American Century Companies
Missouri
$953M -$19.4M -203,198 -2%
Principal Financial Group
49
Principal Financial Group
Iowa
$911M -$118M -1,235,632 -11%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$895M +$30.1M +315,277 +3%
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