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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 %
KLWA
951
Kelly Lawrence W & Associates
California
$5.79M +$5.06K +53 +0.1%
DWT
952
Dorsey & Whitney Trust
South Dakota
$5.78M +$9.07K +95 +0.2%
CCM
953
Crossvault Capital Management
Texas
$5.78M +$381K +3,990 +7%
JC
954
JBF Capital
Colorado
$5.73M – – –
CFC
955
Cincinnati Financial Corp
Ohio
$5.73M – – –
WAM
956
Wolverine Asset Management
Illinois
$5.73M +$2.79M +29,177 +95%
CFA
957
Capstone Financial Advisors
Illinois
$5.7M -$5.25K -55 -0.1%
LNWWM
958
Laird Norton Wetherby Wealth Management
California
$5.7M +$87.4K +915 +2%
BO
959
BRR OpCo
Ohio
$5.69M -$80.1K -839 -1%
ANBT
960
American National Bank & Trust
Texas
$5.69M +$429K +4,487 +8%
SCA
961
Sage Capital Advisors
South Dakota
$5.67M -$79.2K -829 -1%
SPC
962
Sigma Planning Corp
Michigan
$5.67M +$785K +8,220 +16%
SIA
963
SeaBridge Investment Advisors
New Jersey
$5.67M -$110K -1,155 -2%
LWCFA
964
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.66M +$126K +1,318 +2%
SC
965
Schulhoff & Co
Ohio
$5.65M – – –
BRWA
966
B. Riley Wealth Advisors
Florida
$5.64M +$453K +4,741 +9%
PAM
967
Peak Asset Management
Colorado
$5.6M -$478 -5 -0%
BTNA
968
Bremer Trust National Association
Minnesota
$5.59M -$230K -2,411 -4%
BAAM
969
Baker Avenue Asset Management
California
$5.58M -$239K -2,501 -4%
FDCC
970
Foster Dykema Cabot & Co
Massachusetts
$5.57M -$96 -1 -0%
AWCI
971
Alpine Woods Capital Investors
New York
$5.56M – – –
CCMINC
972
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.56M -$97.5K -1,021 -2%
SNT
973
Security National Trust
West Virginia
$5.55M -$125K -1,309 -2%
WIS
974
Wright Investors Service
Connecticut
$5.55M -$2.29K -24 -0%
LMIM
975
Lockheed Martin Investment Management
Maryland
$5.54M – – –
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