JPM icon

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 %
VWM
876
Venturi Wealth Management
Texas
$7.04M -$985K -10,169 -12%
BONST
877
Bank of Nova Scotia Trust
Ontario, Canada
$7.02M +$354K +3,709 +5%
OMCS
878
Old Mutual Customised Solutions
South Africa
$7M +$153K +1,600 +2%
CDH
879
Charles D. Hyman
$6.97M +$449K +4,704 +7%
AF
880
Arrow Financial
New York
$6.94M -$122K -1,276 -2%
GAM
881
Griffin Asset Management
New York
$6.9M +$1.61M +16,899 +31%
AI
882
Ariel Investments
Illinois
$6.9M -$1.02M -10,700 -13%
EAM
883
EULAV Asset Management
Florida
$6.88M -$955K -10,000 -12%
CCM
884
CWH Capital Management
Washington
$6.88M -$3.82K -40 -0.1%
OSNBOA
885
Old Second National Bank of Aurora
Illinois
$6.85M -$929K -9,725 -12%
AW
886
ACG Wealth
Georgia
$6.85M -$576K -6,034 -8%
BHWM
887
Bar Harbor Wealth Management
New Hampshire
$6.79M +$22.9K +240 +0.3%
Two Sigma Investments
888
Two Sigma Investments
New York
$6.79M -$73.1M -765,709 -92%
RIA
889
RPG Investment Advisory
California
$6.79M -$38.9K -407 -0.6%
EIM
890
Essex Investment Management
Massachusetts
$6.79M +$27.5K +288 +0.4%
PP
891
Pegasus Partners
Wisconsin
$6.78M -$604K -6,326 -8%
LPT
892
Legacy Private Trust
Wisconsin
$6.75M +$348K +3,646 +5%
CEI
893
Clark Estates Inc
New York
$6.73M -$406K -4,250 -6%
HC
894
Hendley & Co
Ohio
$6.69M -$52.6K -551 -0.8%
SHGA
895
Sand Hill Global Advisors
California
$6.69M +$69.2K +724 +1%
GW
896
GW & Wade
Massachusetts
$6.68M -$88.6K -928 -1%
PPCM
897
Pillar Pacific Capital Management
California
$6.66M +$2.52M +26,380 +61%
LW
898
Linscomb Wealth
Texas
$6.65M +$133K +1,393 +2%
PGIM
899
Pacific Global Investment Management
California
$6.64M -$124K -1,303 -2%
BAM
900
Boyar Asset Management
New York
$6.63M -$81.2K -850 -1%
34 35
36
37 38