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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 %
PC
501
Packer & Co
Australia
$20.9M -$9.67M -198,005 -32%
KRS
502
Kentucky Retirement Systems
Kentucky
$20.8M -$917K -9,603 -4%
MAM
503
Majedie Asset Management
United Kingdom
$20.8M -$1.02M -10,631 -5%
B
504
Barings
North Carolina
$20.5M -$153K -1,600 -0.7%
CHCM
505
Columbus Hill Capital Management
New Jersey
$20.4M +$20.4M +213,705 New
MLL
506
Moody Lynn & Lieberson
Massachusetts
$20.4M +$407K +4,259 +2%
AHB
507
Abner Herrman & Brock
New Jersey
$20.3M +$394K +4,129 +2%
WTC
508
WhitTier Trust Company
Nevada
$20.3M +$130K +1,357 +0.6%
EARNEST Partners
509
EARNEST Partners
Georgia
$20.2M -$1.34M -14,079 -6%
HCM
510
Hilton Capital Management
New York
$20.2M +$235K +2,461 +1%
DP
511
DSAM Partners
United Kingdom
$20.1M +$20.1M +210,000 New
WIC
512
Willis Investment Counsel
Georgia
$20M +$611K +6,400 +3%
CONA
513
Capital One National Association
New York
$19.9M -$3.13M -32,764 -14%
TAM
514
Taurus Asset Management
New York
$19.9M -$83.6K -875 -0.4%
Jacobs Levy Equity Management
515
Jacobs Levy Equity Management
New Jersey
$19.8M +$1.76M +18,399 +10%
CA
516
Cornerstone Advisors
North Carolina
$19.8M +$17.4M +182,000 +728%
NB
517
Norinchukin Bank
Japan
$19.7M +$3.42M +35,776 +21%
GLRA
518
Gerald L. Ray & Associates
Texas
$19.7M -$84K -880 -0.4%
GAI
519
General American Investors
New York
$19.6M – – –
BPB
520
Badgley, Phelps & Bell
Washington
$19.6M +$408K +4,274 +2%
CCM
521
Covington Capital Management
California
$19.6M +$252K +2,640 +1%
CFB
522
Cullen/Frost Bankers
Texas
$19.5M -$152K -1,590 -0.8%
HP
523
Hosking Partners
United Kingdom
$19.5M +$84.2K +882 +0.4%
JIM
524
Jupiter Investment Management
United Kingdom
$19.4M +$3.3M +34,505 +20%
MIM
525
Marco Investment Management
Georgia
$19.3M -$592K -6,200 -3%
19 20
21
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