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 %
LSA
1001
L & S Advisors
California
$5.18M -$4.17M -43,651 -45%
GCA
1002
Greenwood Capital Associates
South Carolina
$5.15M -$98K -1,026 -2%
TMAM
1003
Tokio Marine Asset Management
Japan
$5.14M -$279K -2,918 -5%
CIC
1004
Cornercap Investment Counsel
Georgia
$5.12M +$67.9K +711 +1%
ASN
1005
Advisory Services Network
Georgia
$5.1M +$365K +3,819 +8%
CBN
1006
Cadence Bank NA
Texas
$5.09M -$97.6K -1,022 -2%
KCMRT
1007
Kemper Corp Master Retirement Trust
Illinois
$5.06M – – –
AIP
1008
ARS Investment Partners
New York
$5.06M +$142K +1,484 +3%
LA
1009
Leonetti & Associates
Illinois
$5.04M -$52.5K -550 -1%
BCA
1010
Bray Capital Advisors
Florida
$5.02M -$59.2K -620 -1%
TF
1011
Tompkins Financial
New York
$5M +$111K +1,166 +2%
CHAM
1012
Clear Harbor Asset Management
Connecticut
$4.99M -$229K -2,400 -4%
GIA
1013
GHP Investment Advisors
Colorado
$4.99M +$168K +1,763 +3%
BCCM
1014
Bridge Creek Capital Management
Massachusetts
$4.96M -$124K -1,301 -2%
HSA
1015
HBK Sorce Advisory
Pennsylvania
$4.94M +$1.01M +10,589 +26%
WIM
1016
Wittenberg Investment Management
Massachusetts
$4.89M -$59.5K -623 -1%
FB
1017
Fulton Bank
Pennsylvania
$4.88M -$27.7K -290 -0.6%
HFM
1018
Hartford Financial Management
Connecticut
$4.88M -$50.1K -525 -1%
NMIFOAC
1019
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.88M – – –
GJIC
1020
Gamble Jones Investment Counsel
California
$4.88M +$110K +1,151 +2%
CA
1021
CapWealth Advisors
Tennessee
$4.86M +$69.3K +726 +1%
RAM
1022
Redmond Asset Management
Virginia
$4.86M -$147K -1,540 -3%
CII
1023
Capital International Inc
California
$4.82M -$516K -5,400 -10%
NCMW
1024
Northern Capital Management (Wisconsin)
Wisconsin
$4.82M +$293K +3,070 +6%
ECM
1025
Elgethun Capital Management
South Dakota
$4.8M -$350K -3,666 -7%
39 40
41
42 43