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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 %
CS
476
Cannell & Spears
New York
$23.3M -$308K -3,225 -1%
MCTIC
477
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$23.2M +$81.7K +855 +0.4%
KWILP
478
Kiwi Wealth Investments Limited Partnership
New Zealand
$23.1M +$1.63M +17,083 +8%
IC
479
Inverness Counsel
New York
$23.1M +$13.8M +144,972 +150%
CG
480
Colony Group
Massachusetts
$23M -$189K -1,974 -0.8%
TM
481
Tiger Management
New York
$22.9M +$6.19M +64,800 +37%
RIL
482
Rothschild Investment LLC
Illinois
$22.4M -$11.7K -122 -0.1%
TAM
483
Tocqueville Asset Management
New York
$22.3M +$308K +3,227 +1%
LIC
484
Lodestar Investment Counsel
Illinois
$22.2M +$123K +1,285 +0.6%
PCM
485
Palisade Capital Management
New Jersey
$22.1M +$619K +6,477 +3%
MCM
486
MAI Capital Management
Ohio
$22M +$732K +7,663 +3%
PWAG
487
Polaris Wealth Advisory Group
California
$21.8M +$713K +7,466 +3%
AG
488
Advisor Group
Arizona
$21.8M +$2.26M +23,620 +12%
ELI
489
Empire Life Investments
Ontario, Canada
$21.7M +$4.61M +48,230 +27%
OPCM
490
Osborne Partners Capital Management
California
$21.7M -$344K -3,599 -2%
Truist Financial
491
Truist Financial
North Carolina
$21.7M +$304K +3,185 +1%
SI
492
Stephens Inc
Arkansas
$21.6M +$2.83M +29,640 +15%
CSIC
493
Clifford Swan Investment Counsel
California
$21.4M -$199K -2,081 -0.9%
JIC
494
Johnson Investment Counsel
Ohio
$21.3M +$124K +1,298 +0.6%
Cambridge Investment Research Advisors
495
Cambridge Investment Research Advisors
Iowa
$21.3M +$972K +10,182 +5%
ELC
496
Edgar Lomax Company
Virginia
$21.1M -$1.79M -18,784 -8%
RCM
497
Rockshelter Capital Management
Pennsylvania
$21.1M -$2.84M -29,725 -12%
SRC
498
Shufro Rose & Co
New York
$21M -$32.5K -340 -0.2%
LSERS
499
Louisiana State Employees Retirement System
Louisiana
$21M -$66.9K -700 -0.3%
PAG
500
Private Advisor Group
New Jersey
$20.9M +$2.3M +23,859 +12%
18 19
20
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