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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 %
IP
776
Interval Partners
New York
$9.22M +$9.22M +96,540 New
IRF
777
IBM Retirement Fund
New York
$9.21M +$110K +1,050 +1%
HVIA
778
Hudson Valley Investment Advisors
New York
$9.2M +$49.6K +519 +0.5%
BHIA
779
Birch Hill Investment Advisors
Massachusetts
$9.19M -$43K -450 -0.5%
GC
780
Grace Capital
Massachusetts
$9.16M +$2.34M +24,508 +34%
RWP
781
RWA Wealth Partners
Massachusetts
$9.11M +$785K +8,219 +9%
CRC
782
Curi RMB Capital
Illinois
$9.11M -$16K -167 -0.2%
NEI
783
Northwest & Ethical Investments
Ontario, Canada
$9.11M -$1.34M -14,046 -13%
DG
784
Davidson & Garrard
Virginia
$9.1M -$430K -4,506 -5%
BCP
785
Blue Chip Partners
Michigan
$9.08M +$243K +2,546 +3%
FM
786
Foster & Motley
Ohio
$9.07M -$71.8K -752 -0.8%
EOJOAM
787
E. Ohman J:or Asset Management
Sweden
$9.06M +$191K +2,000 +2%
CBOR
788
Community Bank of Raymore
Missouri
$8.99M +$18.1K +190 +0.2%
KRSITF
789
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.97M -$321K -3,356 -3%
VW
790
Vantage Wealth
California
$8.97M -$38.2K -400 -0.4%
Pacer Advisors
791
Pacer Advisors
Pennsylvania
$8.97M +$809K +8,475 +10%
FWIA
792
Fort Washington Investment Advisors
Ohio
$8.96M +$129K +1,353 +1%
BIA
793
Biondo Investment Advisors
Pennsylvania
$8.95M -$312K -3,268 -3%
CAN
794
Cetera Advisor Networks
California
$8.93M -$188K -1,967 -2%
AU
795
Algebris (UK)
United Kingdom
$8.92M -$4.03M -42,213 -31%
NCM
796
Narwhal Capital Management
Georgia
$8.9M -$148K -1,550 -2%
CCC
797
Cincinnati Casualty Company
Ohio
$8.88M – – –
CSUI
798
Cincinnati Specialty Underwriters Insurance
Ohio
$8.88M – – –
VFA
799
Valeo Financial Advisors
Indiana
$8.87M +$8.87M +92,846 New
EWM
800
Edge Wealth Management
New York
$8.86M -$843K -8,836 -9%
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32
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