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JPMorgan Chase
JPM

Overview Fund Activity

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$425M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$361M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$340M
5
Ameriprise
Ameriprise
Minnesota
+$322M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.42B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$634M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
4
State Street
State Street
Massachusetts
-$356M
5
TP
Third Point
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
826
Bridges Investment Management
Nebraska
$7.8M +$64K +700 +0.8%
HAG
827
HighPoint Advisor Group
Illinois
$7.78M – – –
GP
828
GLG Partners
United Kingdom
$7.77M +$7.77M +85,020 New
AF
829
Ally Financial
Michigan
$7.77M +$4.11M +45,000 +113%
ECM
830
ETrade Capital Management
Virginia
$7.74M +$556K +6,079 +8%
SAM
831
Security Asset Management
New York
$7.7M – – –
DWA
832
Douglass Winthrop Advisors
New York
$7.62M +$514K +5,625 +7%
RCM
833
Riverhead Capital Management
Delaware
$7.59M +$1.33M +14,508 +21%
AI
834
Ariel Investments
Illinois
$7.58M -$1.37K -15 -0%
VWM
835
Venturi Wealth Management
Texas
$7.58M -$1.34M -14,682 -15%
SFS
836
Strategic Financial Services
New York
$7.56M +$500K +5,473 +7%
CHA
837
Cedar Hill Associates
Illinois
$7.55M -$354K -3,870 -4%
AC
838
Addenda Capital
Quebec, Canada
$7.5M -$310K -3,395 -4%
EAM
839
EULAV Asset Management
Florida
$7.5M -$274K -3,000 -4%
BPM
840
Bowling Portfolio Management
Ohio
$7.49M +$59.9K +655 +0.8%
TB
841
Terril Brothers
Missouri
$7.48M +$43.1K +471 +0.6%
LIM
842
Leavell Investment Management
Alabama
$7.45M +$898K +9,823 +14%
AAM
843
AR Asset Management
California
$7.44M – – –
OSNBOA
844
Old Second National Bank of Aurora
Illinois
$7.44M +$9.87K +108 +0.1%
LTI
845
Laffer Tengler Investments
Tennessee
$7.41M -$3.2K -35 -0%
BOTW
846
Bank of the West
California
$7.39M -$275K -3,009 -4%
ECM
847
Everence Capital Management
Indiana
$7.38M +$1.09M +11,950 +17%
RGI
848
River Global Investors
United Kingdom
$7.37M +$413K +4,523 +6%
NPF
849
Norris Perne & French
Michigan
$7.32M +$310K +3,390 +4%
CLCM
850
Crawford Lake Capital Management
New Jersey
$7.31M +$7.31M +80,000 New
32 33
34
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