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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 %
MI
626
Markston International
New York
$13.7M -$961K -10,057 -7%
SDJVC
627
St. Denis J. Villere & Co
Louisiana
$13.6M +$591K +6,185 +5%
TCM
628
Tufton Capital Management
Maryland
$13.5M -$96.5K -1,010 -0.7%
FMC
629
First Merchants Corp
Indiana
$13.5M +$9.1M +95,253 +208%
FBC
630
Fairfield, Bush & Co
Connecticut
$13.4M -$8.88K -93 -0.1%
WAM
631
Wilsey Asset Management
California
$13.4M -$489K -5,099 -4%
JPMIA
632
J.P. Marvel Investment Advisors
Massachusetts
$13.3M -$228K -2,386 -2%
CIS
633
Capital International Sarl
California
$13.2M +$2.01M +21,000 +18%
CIP
634
Convergence Investment Partners
Florida
$13.2M -$310K -3,250 -2%
PNAA
635
Pictet North America Advisors
Switzerland
$13.1M -$677K -7,089 -5%
EWM
636
Endurance Wealth Management
Rhode Island
$13.1M -$232K -2,425 -2%
CA
637
Callahan Advisors
Texas
$13.1M -$108K -1,132 -0.8%
WB
638
Webster Bank
Connecticut
$13M -$399K -4,180 -3%
RC
639
RBO & Co
California
$13M +$24.8K +260 +0.2%
FA
640
FDx Advisors
Illinois
$13M +$1.32M +13,827 +11%
SCM
641
Shelton Capital Management
Colorado
$13M -$33K -345 -0.3%
PA
642
Profund Advisors
Maryland
$12.9M -$433K -4,529 -3%
NSEDCP
643
NJ State Employees Deferred Compensation Plan
New Jersey
$12.9M – – –
RI
644
Redwood Investments
Massachusetts
$12.8M -$5.02M -52,510 -28%
RBA
645
Richard Bernstein Advisors
New York
$12.8M – – –
Simplex Trading
646
Simplex Trading
Illinois
$12.8M +$12.8M +133,924 New
LIA
647
LS Investment Advisors
Michigan
$12.8M -$137K -1,433 -1%
SSWM
648
Smith Salley Wealth Management
North Carolina
$12.8M +$300K +3,142 +2%
NRS
649
Neville Rodie & Shaw
New York
$12.6M +$1.29M +13,515 +11%
CAM
650
Cypress Asset Management
Texas
$12.6M -$1.33M -13,899 -10%
24 25
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