JPM icon

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 %
PWP
551
Private Wealth Partners
California
$17.8M +$70.2K +735 +0.4%
ACM
552
Azimuth Capital Management
Michigan
$17.6M -$123K -1,286 -0.7%
MG
553
Markel Group
Virginia
$17.5M – – –
MC
554
Martin Currie
United Kingdom
$17.4M – – –
BB
555
Busey Bank
Illinois
$17.4M -$472K -4,939 -3%
LBC
556
Lowe Brockenbrough & Co
Virginia
$17.3M -$175K -1,827 -1%
FBP
557
Flippin Bruce & Porter
Virginia
$17.2M -$651K -6,821 -4%
CTA
558
Chesley Taft & Associates
Illinois
$17.2M +$591K +6,187 +4%
BFS
559
Baskin Financial Services
Ontario, Canada
$17.2M -$66.3K -694 -0.4%
BIP
560
Brandes Investment Partners
California
$17.1M -$4.45M -46,606 -21%
Daiwa Securities Group
561
Daiwa Securities Group
Japan
$17.1M -$1.41M -14,765 -8%
ADEF
562
Adams Diversified Equity Fund
Maryland
$17M – – –
OA
563
Oak Associates
Ohio
$16.9M -$707K -7,400 -4%
DWM
564
Doyle Wealth Management
Florida
$16.9M +$100K +1,048 +0.6%
QAM
565
QCI Asset Management
New York
$16.8M -$116K -1,219 -0.7%
CA
566
Clearstead Advisors
Ohio
$16.6M -$314K -3,287 -2%
IA
567
IFP Advisors
Florida
$16.6M +$61.7K +646 +0.4%
ACM
568
Advisors Capital Management
New Jersey
$16.5M -$32.7K -342 -0.2%
BCM
569
BTR Capital Management
California
$16.4M -$228K -2,383 -1%
DBT
570
Dubuque Bank & Trust
Iowa
$16.4M +$1.32M +13,809 +9%
EGA
571
Eagle Global Advisors
Texas
$16.4M -$16.4K -172 -0.1%
BUB
572
BBVA USA Bancshares
Texas
$16.4M -$467K -4,890 -3%
CTC
573
Central Trust Company
Missouri
$16.2M -$81.1K -849 -0.5%
AAIM
574
American Assets Investment Management
California
$16.2M – – –
CI
575
Cigna Investments
Connecticut
$16.1M -$1.13M -11,832 -7%
21 22
23
24 25