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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 %
CM
676
Castleark Management
Illinois
$11.7M – – –
W
677
Wealthfront
California
$11.6M +$1.85M +19,357 +19%
DMIC
678
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.6M -$8.98K -94 -0.1%
FPCM
679
Financial Partners Capital Management
New York
$11.6M +$217K +2,275 +2%
FAAS
680
First Allied Advisory Services
California
$11.6M +$462K +4,824 +4%
TCOV
681
Trust Company of Vermont
Vermont
$11.6M -$79.7K -834 -0.7%
SG Americas Securities
682
SG Americas Securities
New York
$11.5M -$43.9M -459,157 -79%
SAM
683
Strategy Asset Managers
California
$11.4M -$303K -3,170 -3%
WC
684
Wexford Capital
Florida
$11.4M +$3M +31,409 +36%
TSW
685
Thompson Siegel & Walmsley
Virginia
$11.4M -$764 -8 -0%
HFS
686
Haverford Financial Services
Pennsylvania
$11.4M -$41.5K -435 -0.4%
Alyeska Investment Group
687
Alyeska Investment Group
Illinois
$11.4M +$5.57M +58,372 +96%
AC
688
AFAM Capital
Texas
$11.3M -$24.4K -255 -0.2%
RCIM
689
Russell Clark Investment Management
United Kingdom
$11.3M +$1.83M +19,200 +19%
DA
690
DSC Advisors
Illinois
$11.2M -$8.98K -94 -0.1%
HR
691
Howe & Rusling
New York
$11.2M +$6.98M +73,068 +165%
BCMNY
692
Buckingham Capital Management (New York)
New York
$11.2M +$78.1K +818 +0.7%
PAM
693
Premier Asset Management
Illinois
$11.2M -$300K -3,144 -3%
CW
694
Cobiz Wealth
Colorado
$11.2M -$41.7K -437 -0.4%
TC
695
Trust Company
Kansas
$11.1M -$285K -2,979 -2%
DSI
696
Daiwa SB Investments
Japan
$11.1M +$241K +2,520 +2%
MC
697
Middleton & Co
Massachusetts
$11.1M +$2.7M +28,258 +32%
AAF
698
Andra AP-fonden
Sweden
$11M +$220K +2,300 +2%
KCM
699
Kanawha Capital Management
Virginia
$11M -$92.6K -970 -0.8%
SCA
700
Stonebridge Capital Advisors
Minnesota
$11M +$32K +335 +0.3%
26 27
28
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