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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 %
TCA
851
Teewinot Capital Advisers
New York
$7.56M – – –
VIA
852
Virtus Investment Advisers
Connecticut
$7.54M -$780K -8,164 -9%
SH
853
Sandia Holdings
Connecticut
$7.51M – – –
GI
854
Gradient Investments
Minnesota
$7.5M +$246K +2,573 +3%
PTC
855
Private Trust Company
Ohio
$7.46M +$380K +3,982 +5%
DLCIG
856
D.L. Carlson Investment Group
New Hampshire
$7.44M -$73.6K -771 -1%
WSCM
857
Wellington Shields Capital Management
New York
$7.43M +$298K +3,117 +4%
OWD
858
Osborn Williams & Donohoe
Ohio
$7.39M -$168K -1,756 -2%
MRCM
859
M&R Capital Management
New Jersey
$7.37M -$105K -1,096 -1%
DP
860
Dearborn Partners
Illinois
$7.37M -$2.87K -30 -0%
LPC
861
Loeb Partners Corp
New York
$7.36M -$1.76M -18,400 -19%
MAM
862
Mark Asset Management
New York
$7.35M +$1.95M +20,435 +36%
AIM
863
ARGA Investment Management
Connecticut
$7.33M – – –
DLG
864
Daniel L. Goodwin
$7.31M – – –
RAM
865
Riggs Asset Management
Pennsylvania
$7.28M -$27.2K -285 -0.4%
BCM
866
Bourgeon Capital Management
Connecticut
$7.28M -$48.5K -508 -0.7%
LTI
867
Laffer Tengler Investments
Tennessee
$7.25M -$493K -5,160 -6%
WFMPM
868
Woodley Farra Manion Portfolio Management
Indiana
$7.25M +$219K +2,295 +3%
CIM
869
Cambria Investment Management
California
$7.24M +$4M +41,918 +124%
IA
870
Icon Advisers
Colorado
$7.18M +$1.01M +10,560 +16%
SB
871
Simmons Bank
Arkansas
$7.18M +$696K +7,285 +11%
TBA
872
Tower Bridge Advisors
Pennsylvania
$7.18M +$18.8K +197 +0.3%
MP
873
MSD Partners
New York
$7.16M – – –
PAIM
874
Punch & Associates Investment Management
Minnesota
$7.15M -$67.6K -708 -0.9%
BAC
875
Boys Arnold & Co
North Carolina
$7.11M -$269K -2,814 -4%
33 34
35
36 37