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JPMorgan Chase
JPM

Overview Fund Activity

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$425M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$361M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$340M
5
Ameriprise
Ameriprise
Minnesota
+$322M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.42B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$634M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
4
State Street
State Street
Massachusetts
-$356M
5
TP
Third Point
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
676
Strategy Asset Managers
California
$11.2M -$585K -6,401 -5%
MCM
677
Maltese Capital Management
New York
$11.2M -$1.12M -12,300 -9%
CA
678
Cullinan Associates
Kentucky
$11.2M +$268K +2,931 +2%
FA
679
FDx Advisors
Illinois
$11.2M +$464K +5,071 +4%
PL
680
Perpetual Ltd
Australia
$11.2M -$768K -8,400 -6%
CANC
681
Culbertson A N & Co
Virginia
$11.2M +$78.9K +863 +0.7%
TCOV
682
Trust Company of Vermont
Vermont
$11.2M +$396K +4,331 +4%
CM
683
Castleark Management
Illinois
$11.2M – – –
DMIC
684
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.1M +$364K +3,981 +3%
SFM
685
Systematic Financial Management
New Jersey
$11.1M -$907K -9,921 -8%
RCP
686
Rothschild Capital Partners
New York
$11M – – –
PAM
687
Premier Asset Management
Illinois
$11M +$270K +2,950 +3%
CCP
688
Corient Capital Partners
California
$11M +$2.27M +24,829 +26%
MAM
689
Meeder Asset Management
Ohio
$11M -$5.52M -60,371 -33%
HFS
690
Haverford Financial Services
Pennsylvania
$11M -$577K -6,315 -5%
TSW
691
Thompson Siegel & Walmsley
Virginia
$10.9M +$756K +8,267 +7%
TC
692
Trust Company
Kansas
$10.9M +$1.04M +11,362 +11%
FPCM
693
Financial Partners Capital Management
New York
$10.9M -$62.6K -685 -0.6%
AA
694
Ancora Advisors
Ohio
$10.9M +$2.06M +22,564 +23%
VIA
695
Vantis Investment Advisers
Florida
$10.9M -$2.42M -26,500 -18%
M
696
MOTCO
Texas
$10.9M +$27.5K +301 +0.3%
NRS
697
Neville Rodie & Shaw
New York
$10.8M +$26.7K +292 +0.2%
AC
698
AFAM Capital
Texas
$10.8M +$308K +3,366 +3%
DA
699
DSC Advisors
Illinois
$10.8M +$15.5K +170 +0.1%
CIS
700
Capital International Sarl
California
$10.7M +$5.6M +61,220 +109%
26 27
28
29 30