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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 %
KIA
651
KCM Investment Advisors
California
$12.5M -$58.2K -609 -0.5%
AA
652
Ancora Advisors
Ohio
$12.5M +$1.09M +11,422 +10%
KA
653
KLCM Advisors
Wisconsin
$12.4M -$309K -3,238 -2%
TU
654
TDAM USA
Ontario, Canada
$12.3M -$1.15M -12,026 -9%
LG
655
LaFleur & Godfrey
Michigan
$12.3M -$18.6K -195 -0.2%
TYCC
656
Texas Yale Capital Corp
Florida
$12.2M -$1.01M -10,589 -8%
CT
657
Cambridge Trust
Massachusetts
$12.2M +$396K +4,150 +3%
GIM
658
Grassi Investment Management
California
$12.2M +$174K +1,822 +1%
BBA
659
BLB&B Advisors
Pennsylvania
$12.1M +$170K +1,782 +1%
AIM
660
Avity Investment Management
Connecticut
$12.1M +$372K +3,895 +3%
SVC
661
Strycker View Capital
New York
$12M -$4.43M -46,372 -27%
AHC
662
Adell Harriman & Carpenter
Texas
$12M -$160K -1,673 -1%
BIM
663
Bridges Investment Management
Nebraska
$12M +$3.84M +40,197 +47%
CA
664
Cullinan Associates
Kentucky
$12M +$251K +2,627 +2%
PP
665
Patten & Patten
Tennessee
$11.9M +$28.1K +294 +0.2%
AFG
666
Albion Financial Group
Utah
$11.8M -$215K -2,250 -2%
Jane Street
667
Jane Street
New York
$11.8M -$36.1M -378,065 -75%
CIS
668
Connors Investor Services
Pennsylvania
$11.8M +$747K +7,834 +7%
GCA
669
Guardian Capital Advisors
Ontario, Canada
$11.8M -$281K -2,822 -2%
QIM
670
Quest Investment Management
Oregon
$11.8M -$3.01M -31,546 -20%
MERSOM
671
Municipal Employees' Retirement System of Michigan
Michigan
$11.8M -$2.4M -25,110 -17%
FAM
672
Foresters Asset Management
Ontario, Canada
$11.7M +$1.44M +12,025 +14%
ACH
673
ArrowMark Colorado Holdings
Colorado
$11.7M -$101K -1,059 -0.9%
SIP
674
Stoneridge Investment Partners
Pennsylvania
$11.7M +$3.04M +31,776 +35%
CANC
675
Culbertson A N & Co
Virginia
$11.7M -$1.62K -17 -0%
25 26
27
28 29