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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 %
BCM
1026
Bluefin Capital Management
New York
$4.79M +$121K +2,007 +3%
WAS
1027
WESPAC Advisors SoCal
California
$4.79M -$155K -1,625 -3%
PL
1028
Parkwood LLC
Ohio
$4.78M -$202K -2,118 -4%
MCM
1029
Mengis Capital Management
Oregon
$4.76M +$183K +1,921 +4%
WC
1030
Woodstock Corp
Massachusetts
$4.74M +$17.2K +180 +0.4%
YIA
1031
YHB Investment Advisors
Connecticut
$4.73M +$697K +7,301 +17%
JAM
1032
Jolley Asset Management
North Carolina
$4.73M -$97.2K -1,018 -2%
SACTSONJ
1033
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.73M – – –
EGA
1034
E&G Advisors
Texas
$4.72M -$8.5K -89 -0.2%
SWM
1035
Segment Wealth Management
Texas
$4.72M +$89.7K +939 +2%
PL
1036
Parthenon LLC
Kentucky
$4.71M – – –
IWA
1037
IBEX Wealth Advisors
New Jersey
$4.7M +$795K +8,251 +20%
CBU
1038
CIBC Bank USA
Illinois
$4.66M -$130K -1,366 -3%
HWA
1039
HCR Wealth Advisors
California
$4.64M +$130K +1,366 +3%
P
1040
Pitcairn
Pennsylvania
$4.61M -$167K -1,746 -3%
PWW
1041
Pettyjohn Wood & White
Virginia
$4.58M -$158K -1,653 -3%
AIMCA
1042
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.57M -$48.3M -505,900 -91%
VST
1043
Van Strum & Towne
California
$4.56M +$99.3K +1,040 +2%
EM
1044
Excalibur Management
Massachusetts
$4.55M -$34.9K -365 -0.8%
AB
1045
AT Bancorp
Iowa
$4.51M -$347K -3,632 -7%
PPSG
1046
Princeton Portfolio Strategies Group
New Jersey
$4.5M +$272K +2,846 +6%
RMDI
1047
R.M. Davis Inc
Maine
$4.5M +$320K +3,348 +8%
IB
1048
Intrust Bank
Kansas
$4.46M -$42.7K -447 -0.9%
AIS
1049
AlphaOne Investment Services
Pennsylvania
$4.46M +$49K +513 +1%
LGC
1050
Laurel Grove Capital
California
$4.45M -$210K -2,200 -5%
40 41
42
43 44