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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 %
CF
726
CNA Financial
Illinois
$10.6M – – –
FFA
727
First Foundation Advisors
California
$10.6M +$528K +5,526 +5%
FMII
728
Farmers & Merchants Investments Inc
Nebraska
$10.6M +$353K +3,695 +3%
CIA
729
Choate Investment Advisors
Massachusetts
$10.6M -$106K -1,115 -1%
CCMD
730
Cypress Capital Management (Delaware)
Delaware
$10.5M +$8.61M +90,098 +444%
KCP
731
KDI Capital Partners
North Carolina
$10.5M -$1.66M -17,409 -14%
MAM
732
Meeder Asset Management
Ohio
$10.4M -$1.05M -10,974 -9%
SGK
733
Steigerwald Gordon & Koch
Virginia
$10.4M +$225K +2,379 +2%
WTB
734
Washington Trust Bank
Washington
$10.4M +$4.7M +49,181 +82%
MCM
735
Murphy Capital Management
New Jersey
$10.4M -$71.3K -747 -0.7%
AT
736
Argent Trust
Texas
$10.4M +$107K +1,118 +1%
CI
737
Conning Inc
Connecticut
$10.3M -$85K -890 -0.8%
1SB
738
1ST Source Bank
Indiana
$10.3M -$359K -3,762 -3%
AC
739
Alexandria Capital
Virginia
$10.3M -$242K -2,536 -2%
PP
740
Paloma Partners
Connecticut
$10.3M -$13.1M -136,776 -56%
CIA
741
CCM Investment Advisers
South Carolina
$10.2M -$246K -2,578 -2%
CRCM
742
Crystal Rock Capital Management
Illinois
$10.2M -$744K -7,790 -7%
PWM
743
Patriot Wealth Management
Texas
$10.1M -$3.94M -41,260 -28%
RIM
744
Regent Investment Management
Kentucky
$10.1M +$780K +8,171 +8%
PFP
745
Pinnacle Financial Partners
Tennessee
$10.1M +$182K +1,907 +2%
CC
746
Courier Capital
New York
$10M +$6.56M +68,673 +188%
BCM
747
BlueCrest Capital Management
Jersey
$10M +$172K +1,806 +2%
CWM
748
Calamos Wealth Management
Illinois
$10M +$302K +3,161 +3%
CC
749
ClearArc Capital
Ohio
$9.98M -$428K -4,486 -4%
ERIM
750
Eagle Ridge Investment Management
Connecticut
$9.94M +$32.9K +344 +0.3%
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