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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 %
HAM
901
Highstreet Asset Management
Ontario, Canada
$6.6M +$22.3K +233 +0.3%
IC
902
InterOcean Capital
Illinois
$6.6M -$109K -1,143 -2%
CWM
903
Catamount Wealth Management
Connecticut
$6.59M +$48.1K +504 +0.7%
SGCA
904
Steel Grove Capital Advisors
Tennessee
$6.59M -$966K -10,117 -13%
SIC
905
Sigma Investment Counselors
Michigan
$6.56M +$117K +1,226 +2%
PVH
906
Psagot Value Holdings
Israel
$6.55M +$718K +7,518 +12%
WP
907
WealthPLAN Partners
Nebraska
$6.51M +$448K +4,694 +7%
BG
908
Bollard Group
Massachusetts
$6.49M +$203K +2,123 +3%
WKWM
909
Walter & Keenan Wealth Management
Indiana
$6.47M +$93.7K +981 +1%
KCM
910
Kornitzer Capital Management
Kansas
$6.44M -$660K -6,913 -9%
CA
911
Cetera Advisors
Colorado
$6.44M +$807K +8,441 +14%
NCM
912
Nelson Capital Management
California
$6.44M +$44.9K +470 +0.7%
BCM
913
Brookmont Capital Management
Texas
$6.42M -$6.37M -66,720 -50%
GP
914
Girard Partners
Pennsylvania
$6.42M +$379K +3,967 +6%
MC
915
MRJ Capital
New York
$6.42M +$38.2K +400 +0.6%
WBG
916
Wharton Business Group
Pennsylvania
$6.4M +$3.44K +36 +0.1%
BOC
917
Barbara Oil Co
Illinois
$6.4M – – –
KOCAA
918
Knights of Columbus Asset Advisors
Connecticut
$6.39M -$62.1K -650 -1%
DIA
919
Denver Investment Advisors
Colorado
$6.37M -$169K -1,768 -3%
JWBC
920
J.W. Burns & Co
New York
$6.37M -$25K -262 -0.4%
CIA
921
Capital Investment Advisors
Georgia
$6.36M -$512K -5,358 -7%
WCM
922
Windward Capital Management
California
$6.35M -$39.7K -416 -0.6%
ANTB
923
AMG National Trust Bank
Colorado
$6.34M +$191K +2,005 +3%
EFS
924
Essex Financial Services
Connecticut
$6.34M +$67.1K +703 +1%
TCM
925
Tradition Capital Management
New Jersey
$6.31M +$74.8K +783 +1%
35 36
37
38 39