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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 %
FCT
926
Family Capital Trust
Massachusetts
$6.31M -$3.34K -35 -0.1%
MCMT
927
Moon Capital Management (Tennessee)
Tennessee
$6.27M -$276K -2,887 -4%
ISB
928
Iowa State Bank
Iowa
$6.24M -$134K -1,398 -2%
NC
929
Northpointe Capital
Michigan
$6.23M -$747K -7,826 -11%
FA
930
Fagan Associates
New York
$6.22M -$44.1K -462 -0.7%
AA
931
Apriem Advisors
California
$6.21M -$287K -3,004 -4%
QT
932
Quantbot Technologies
New York
$6.18M +$6.18M +64,676 New
BAM
933
Baring Asset Management
United Kingdom
$6.16M -$186K -1,948 -3%
ZCA
934
Zeke Capital Advisors
Pennsylvania
$6.14M +$2.33M +24,444 +61%
IAA
935
Independent Advisor Alliance
North Carolina
$6.13M +$182K +1,887 +3%
Jones Financial Companies
936
Jones Financial Companies
Missouri
$6.09M -$469K -4,912 -7%
DA
937
Denali Advisors
California
$6.08M -$3.36M -35,200 -36%
NCM
938
Novare Capital Management
North Carolina
$6.05M +$3.91M +40,899 +182%
A
939
AustralianSuper
Australia
$6.04M +$6.04M +63,200 New
TCOT
940
Trust Company of Toledo
Ohio
$6.02M -$75.5K -790 -1%
SCA
941
Stieven Capital Advisors
Missouri
$5.97M -$28.7K -300 -0.5%
MWAC
942
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.97M +$545K +5,711 +10%
PCA
943
Personal Capital Advisors
California
$5.96M -$722K -7,561 -11%
GCM
944
Garland Capital Management
Washington
$5.95M -$191K -2,000 -3%
CIM
945
CenturyLink Investment Management
Colorado
$5.94M -$97.9K -1,025 -2%
ICOA
946
Investment Centers of America
North Dakota
$5.93M +$95.8K +1,002 +2%
III
947
Independent Investors Inc
New York
$5.85M – – –
SAM
948
Selway Asset Management
$5.83M -$86K -900 -1%
BAS
949
Brown Advisory Securities
Maryland
$5.81M +$30.6K +320 +0.5%
JG
950
Jefferies Group
New York
$5.8M -$1.44M -15,095 -20%
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