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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 %
SWP
576
Stratos Wealth Partners
Ohio
$16.1M -$561K -5,876 -3%
PMAM
577
Picton Mahoney Asset Management
Ontario, Canada
$16M -$1.73M -18,100 -10%
CFM
578
Coronation Fund Managers
South Africa
$15.9M -$219K -2,297 -1%
V
579
Veritable
Delaware
$15.8M -$312K -3,270 -2%
HW
580
Hancock Whitney
Mississippi
$15.7M -$473K -4,957 -3%
KFC
581
Klingenstein Fields & Co
New York
$15.7M -$938K -9,825 -6%
AIP
582
Ameritas Investment Partners
Nebraska
$15.7M -$53.3K -571 -0.3%
FIB
583
First Interstate Bank
Montana
$15.6M +$1.03M +10,764 +7%
FANJ
584
Financial Architects (New Jersey)
New Jersey
$15.6M +$300K +3,136 +2%
GMI
585
Greystone Managed Investments
Saskatchewan, Canada
$15.5M +$722K +7,563 +5%
BPC
586
Banque Pictet & Cie
Switzerland
$15.4M -$586K -6,139 -4%
SIC
587
Salem Investment Counselors
North Carolina
$15.4M -$322K -3,340 -2%
OI
588
Oakbrook Investments
Illinois
$15.4M -$4.19M -43,850 -21%
ACI
589
Alpha Cubed Investments
California
$15.4M +$1.7M +17,788 +12%
Mariner
590
Mariner
Kansas
$15.4M +$446K +4,674 +3%
CCM
591
Chilton Capital Management
Texas
$15.3M -$306K -3,207 -2%
QOP
592
Quinn Opportunity Partners
Virginia
$15.3M – – –
FSA
593
Franklin Street Advisors
North Carolina
$15.2M +$955K +9,996 +7%
Thrivent Financial for Lutherans
594
Thrivent Financial for Lutherans
Minnesota
$15.1M +$2.24M +23,460 +17%
MSR
595
Main Street Research
Connecticut
$15.1M -$39.8K -417 -0.3%
MIFH
596
Migdal Insurance & Financial Holdings
Israel
$15.1M -$11.1M -116,473 -42%
AJ
597
Ashburton (Jersey)
Jersey
$15M -$137K -1,434 -0.9%
NCM
598
Noesis Capital Mangement
Florida
$14.9M -$559K -5,848 -4%
NB
599
NBT Bank
New York
$14.8M -$920K -9,631 -6%
CCM
600
Cohen Capital Management
California
$14.8M -$201K -2,100 -1%
22 23
24
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