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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
$5.67B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$386M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$956M
4
Jennison Associates
Jennison Associates
New York
$1.47B
5
Vanguard Group
Vanguard Group
Pennsylvania
$24B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$6.7B
2
LPU
Lansdowne Partners (UK)
United Kingdom
$1.91B
3
Invesco
Invesco
Georgia
$2.35B
4
SOMRS
State of Michigan Retirement System
Michigan
$214M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$8.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
51
Allianz Asset Management
Germany
$895M -$7.33M -76,699 -0.8%
EVM
52
Eaton Vance Management
Massachusetts
$884M -$92.4M -967,644 -9%
Eagle Capital Management (New York)
53
Eagle Capital Management (New York)
New York
$817M -$22.6M -236,764 -3%
TA
54
Teachers Advisors
New York
$788M -$10.9M -114,579 -1%
PI
55
Putnam Investments
Massachusetts
$773M -$30.8M -322,364 -4%
ClearBridge Investments
56
ClearBridge Investments
New York
$733M -$4.05M -42,360 -0.5%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$726M +$20.6M +215,976 +3%
PP
58
Prudential plc
United Kingdom
$716M +$22.3M +233,703 +3%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$700M -$6.8M -71,210 -1%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$700M -$76M -796,353 -10%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$700M +$135M +1,417,798 +24%
Fisher Asset Management
62
Fisher Asset Management
Washington
$682M +$17.7M +185,136 +3%
AQR Capital Management
63
AQR Capital Management
Connecticut
$675M +$18.1M +189,513 +3%
CS
64
Credit Suisse
Switzerland
$664M -$45.1M -472,042 -6%
Aberdeen Group
65
Aberdeen Group
United Kingdom
$664M +$664M +6,952,874 New
GA
66
Greenhaven Associates
New York
$660M -$12.2M -127,364 -2%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$608M +$6.82M +71,450 +1%
APG Asset Management
68
APG Asset Management
Netherlands
$605M -$39.8M -416,645 -6%
WRF
69
Waddell & Reed Financial
Kansas
$597M -$57.5M -602,450 -9%
Swedbank
70
Swedbank
Sweden
$596M +$94.9M +993,326 +19%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$594M -$51.2M -535,848 -8%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$591M +$1.68M +17,539 +0.3%
Sanders Capital
73
Sanders Capital
Florida
$587M +$13.5M +141,400 +2%
TIM
74
Thornburg Investment Management
New Mexico
$585M -$1.15M -12,024 -0.2%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$584M +$2.06M +21,612 +0.4%
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