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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 %
NSLI
601
Nan Shan Life Insurance
Taiwan
$14.8M -$83.1M -870,343 -85%
CW
602
Cabot-Wellington
Massachusetts
$14.8M – – –
AP
603
Appleton Partners
Massachusetts
$14.6M -$474K -4,962 -3%
CCMIC
604
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14.6M -$11K -115 -0.1%
FCBT
605
First Citizens Bank & Trust
North Carolina
$14.6M -$1.02M -10,661 -7%
SCM
606
SKBA Capital Management
California
$14.5M -$115K -1,200 -0.8%
LMGAM
607
Liberty Mutual Group Asset Management
Massachusetts
$14.5M -$7.31M -76,489 -33%
CIC
608
Carnegie Investment Counsel
Ohio
$14.5M +$510K +5,134 +4%
MML Investors Services
609
MML Investors Services
Massachusetts
$14.4M +$1.74M +18,167 +14%
BS
610
Banco Santander
Spain
$14.4M -$5.49M -57,527 -28%
SCA
611
Stillwater Capital Advisors
Pennsylvania
$14.4M +$299K +3,129 +2%
FNT
612
First National Trust
Pennsylvania
$14.3M +$90.2K +944 +0.6%
CCM
613
Cadence Capital Management
Massachusetts
$14.3M -$2.84M -29,736 -17%
FAB
614
First American Bank
Illinois
$14.2M +$279K +2,921 +2%
PCM
615
Parsons Capital Management
Rhode Island
$14.1M -$46.4K -486 -0.3%
FNBT
616
FineMark National Bank & Trust
Florida
$14.1M -$111K -1,159 -0.8%
CB
617
Chemical Bank
Michigan
$14.1M -$2.71M -28,386 -16%
MYAM
618
Meiji Yasuda Asset Management
Japan
$14.1M +$128K +1,335 +0.9%
SSB
619
Sandy Spring Bank
Maryland
$14M +$393K +4,116 +3%
CC
620
Cadinha & Co
Hawaii
$14M -$4.41M -46,136 -24%
LM
621
Lincluden Management
Ontario, Canada
$14M -$44.4K -465 -0.3%
HCMNY
622
Howard Capital Management (New York)
New York
$13.9M -$34.2K -358 -0.2%
CBB
623
Citizens Business Bank
California
$13.7M -$122K -1,275 -0.9%
11A
624
10-15 Associates
New York
$13.7M -$1.59M -16,638 -10%
SLI
625
Sumitomo Life Insurance
Japan
$13.7M -$283K -2,962 -2%
23 24
25
26 27