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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 %
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$19.2M +$2.68M +28,046 +16%
Cerity Partners
527
Cerity Partners
New York
$19.1M +$19.1M +200,247 New
PAM
528
Private Asset Management
California
$19.1M -$355K -3,715 -2%
CS
529
Central Securities
New York
$19.1M – – –
CL
530
Chubb Ltd
Switzerland
$19.1M – – –
Wolverine Trading
531
Wolverine Trading
Illinois
$19.1M +$2.94M +30,773 +18%
TIAAOA
532
Teachers Insurance & Annuity Association of America
New York
$19.1M – – –
DGHMC
533
Dalton, Greiner, Hartman, Maher & Co
New York
$19M -$354K -3,703 -2%
SYBT
534
Stock Yards Bank & Trust
Kentucky
$18.9M +$243K +2,543 +1%
DADC
535
D.A. Davidson & Co
Montana
$18.8M +$154K +1,615 +0.8%
EWA
536
EP Wealth Advisors
California
$18.7M +$234K +2,445 +1%
HJGA
537
Hardman Johnston Global Advisors
Connecticut
$18.7M +$2.86M +29,970 +18%
JWM
538
Jacobus Wealth Management
Wisconsin
$18.6M +$56.8K +595 +0.3%
BCM
539
Bridgeway Capital Management
Texas
$18.6M – – –
DDPIC
540
Deroy & Devereaux Private Investment Counsel
Michigan
$18.5M -$208K -2,180 -1%
HIM
541
Hermes Investment Management
United Kingdom
$18.4M +$482K +5,050 +3%
First Manhattan
542
First Manhattan
New York
$18.4M +$402K +4,211 +2%
BIAS
543
Beacon Investment Advisory Services
New Jersey
$18.4M +$17.2M +179,753 +1,368%
BCAM
544
Boston Common Asset Management
Massachusetts
$18.4M +$84.4K +884 +0.5%
APFBOT
545
Amica Pension Fund Board of Trustees
Rhode Island
$18.3M – – –
BCM
546
Barometer Capital Management
Ontario, Canada
$18.2M +$11.8M +123,150 +183%
ESBC
547
E.S. Barr & Co
Kentucky
$18.2M -$140K -1,463 -0.8%
CAM
548
Carret Asset Management
New York
$18.1M -$208K -2,180 -1%
NIM
549
Northeast Investment Management
Massachusetts
$18M +$851K +8,909 +5%
IAM
550
Impax Asset Management
New Hampshire
$17.9M +$3.82M +40,000 +27%
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