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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
$5.67B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$386M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$956M
4
Jennison Associates
Jennison Associates
New York
$1.47B
5
Vanguard Group
Vanguard Group
Pennsylvania
$24B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$6.7B
2
LPU
Lansdowne Partners (UK)
United Kingdom
$1.91B
3
Invesco
Invesco
Georgia
$2.35B
4
SOMRS
State of Michigan Retirement System
Michigan
$214M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$8.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$580M -$12.5M -130,982 -2%
AAMU
77
Amundi Asset Management US
Massachusetts
$566M -$99.6M -1,043,339 -15%
Asset Management One
78
Asset Management One
Japan
$552M +$3.01M +31,471 +0.5%
FMI
79
Fiduciary Management Inc
Wisconsin
$543M -$15M -157,351 -3%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$535M +$4.95M +51,872 +0.9%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$507M -$4.88M -51,062 -1%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$493M -$3.21M -33,580 -0.6%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$492M -$6.23M -65,192 -1%
AL
84
AJO LP
Pennsylvania
$465M -$62M -649,430 -12%
RJA
85
Raymond James & Associates
Florida
$465M +$11.7M +122,109 +3%
O
86
OppenheimerFunds
New York
$457M -$50.9M -533,203 -10%
WT
87
Wellcome Trust
United Kingdom
$449M – – –
Fayez Sarofim & Co
88
Fayez Sarofim & Co
Texas
$442M -$2.56M -26,825 -0.6%
Diamond Hill Capital Management
89
Diamond Hill Capital Management
Ohio
$435M -$10.5M -110,339 -2%
DZ Bank
90
DZ Bank
Germany
$426M +$76.7M +803,454 +22%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$422M – – –
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$420M +$162M +1,692,999 +63%
Stifel Financial
93
Stifel Financial
Missouri
$416M +$10.3M +108,050 +3%
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
$411M -$61M -638,225 -13%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$398M +$17M +178,271 +4%
Fidelity International
96
Fidelity International
Bermuda
$396M +$13.8M +144,988 +4%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$395M -$5.25M -55,052 -1%
Pzena Investment Management
98
Pzena Investment Management
New York
$393M -$4.07M -42,645 -1%
Hotchkis & Wiley Capital Management
99
Hotchkis & Wiley Capital Management
California
$393M -$5.11M -53,500 -1%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$386M +$385M +4,027,036 +33,559%
2 3
4
5 6