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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 %
CFA
826
Carroll Financial Associates
North Carolina
$8.13M -$177K -1,822 -2%
AC
827
Addenda Capital
Quebec, Canada
$8.13M +$290K +3,034 +4%
Capital Fund Management (CFM)
828
Capital Fund Management (CFM)
France
$8.12M +$8.12M +84,976 New
RCM
829
Riverhead Capital Management
Delaware
$8.1M +$173K +1,814 +2%
FLPIM
830
F.L. Putnam Investment Management
Massachusetts
$8.09M +$8.09M +84,743 New
LIM
831
Leavell Investment Management
Alabama
$8.09M +$306K +3,206 +4%
QF
832
QVT Financial
New York
$8.09M -$2.42M -25,332 -23%
CCG
833
Cypress Capital Group
Florida
$8.04M +$765K +8,005 +11%
SAM
834
Security Asset Management
New York
$8.04M – – –
DWA
835
Douglass Winthrop Advisors
New York
$8.03M +$71.1K +744 +0.9%
CHA
836
Cedar Hill Associates
Illinois
$7.99M +$103K +1,076 +1%
BCMO
837
Buckingham Capital Management (Ohio)
Ohio
$7.94M -$311K -3,256 -4%
TB
838
Terril Brothers
Missouri
$7.8M -$15K -157 -0.2%
SFS
839
Strategic Financial Services
New York
$7.8M -$106K -1,115 -1%
AAM
840
AR Asset Management
California
$7.78M – – –
YP
841
Yellowstone Partners
Idaho
$7.75M +$7.75M +81,131 New
FCA
842
Florence Capital Advisors
New York
$7.72M – – –
MC
843
Moors & Cabot
Massachusetts
$7.71M +$1.98M +20,708 +35%
ECM
844
Everence Capital Management
Indiana
$7.71M – – –
AC
845
Argentiere Capital
Switzerland
$7.67M +$1.6M +16,800 +26%
NPF
846
Norris Perne & French
Michigan
$7.65M +$8.41K +88 +0.1%
BPM
847
Bowling Portfolio Management
Ohio
$7.64M -$190K -1,994 -2%
AP
848
Advisor Partners
California
$7.64M +$568K +5,944 +8%
CCM
849
Compton Capital Management
Rhode Island
$7.63M -$767K -8,033 -9%
ARTA
850
A.R.T. Advisors
New York
$7.59M +$7.59M +79,510 New
32 33
34
35 36