JPM icon

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 %
VC
701
Vestor Capital
Illinois
$11M -$185K -1,933 -2%
NLI
702
Nippon Life Insurance
Japan
$11M -$11.2K -117 -0.1%
GQG Partners
703
GQG Partners
Florida
$11M +$8.74M +91,495 +389%
CCT
704
Chemung Canal Trust
New York
$11M -$800K -8,380 -7%
TIM
705
Thompson Investment Management
Wisconsin
$11M -$157K -1,642 -1%
M
706
MOTCO
Texas
$10.9M -$424K -4,444 -4%
WAM
707
Winslow Asset Management
Ohio
$10.9M -$51.8K -542 -0.5%
SFM
708
Systematic Financial Management
New Jersey
$10.9M -$678K -7,095 -6%
FMBTD
709
First Midwest Bank Trust Division
Illinois
$10.9M +$120K +1,258 +1%
CWM
710
Cabot Wealth Management
Massachusetts
$10.9M -$301K -3,149 -3%
SC
711
Skylands Capital
Wisconsin
$10.8M -$38.2K -400 -0.4%
RW
712
Rand Wealth
Maryland
$10.8M -$154K -1,608 -1%
AF
713
Alerus Financial
North Dakota
$10.8M +$2.21M +23,162 +26%
CNBT
714
Canandaigua National Bank & Trust
New York
$10.8M +$1.27M +13,345 +13%
WF
715
WealthTrust Fairport
Ohio
$10.8M -$53.4K -559 -0.5%
FFBTD
716
First Financial Bank - Trust Division
Ohio
$10.8M -$46.8K -490 -0.4%
B
717
Bailard
California
$10.8M -$1.49M -15,605 -12%
1IA
718
1834 Investment Advisors
Wisconsin
$10.8M -$397K -4,157 -4%
BCM
719
Buckhead Capital Management
Georgia
$10.7M -$4.05M -42,425 -27%
RCP
720
Rothschild Capital Partners
New York
$10.7M -$881K -9,219 -8%
JAM
721
JCIC Asset Management
Ontario, Canada
$10.7M -$267K -2,795 -2%
SBIA
722
Sheaff Brock Investment Advisors
Indiana
$10.6M -$244K -2,558 -2%
CAM
723
Congress Asset Management
Massachusetts
$10.6M +$160K +1,674 +2%
SWM
724
SVA Wealth Management
Wisconsin
$10.6M +$75.9K +795 +0.7%
EWM
725
Evercore Wealth Management
New York
$10.6M +$106K +1,110 +1%
27 28
29
30 31