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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 %
AFM
1051
Abbot Financial Management
Massachusetts
$4.44M -$114K -1,134 -3%
BA
1052
Bristol Advisors
Pennsylvania
$4.43M -$68.1M -712,600 -94%
UR
1053
USCA RIA
Texas
$4.43M – – –
SBL
1054
Sargent Bickham Lagudis
Colorado
$4.4M +$169K +1,769 +4%
HCA
1055
Horan Capital Advisors
Ohio
$4.4M -$18.9K -198 -0.4%
ECM
1056
EagleClaw Capital Management
Massachusetts
$4.39M – – –
CSA
1057
Cottage Street Advisors
Massachusetts
$4.39M +$47.3K +495 +1%
CNC
1058
Citizens & Northern Corp
Pennsylvania
$4.39M -$23.8K -249 -0.5%
ACM
1059
Argyle Capital Management
Pennsylvania
$4.36M – – –
FC
1060
Ferris Capital
Massachusetts
$4.34M -$49.9K -522 -1%
BFA
1061
Bragg Financial Advisors
North Carolina
$4.33M +$136K +1,427 +3%
AWP
1062
Ascent Wealth Partners
New York
$4.32M +$54K +565 +1%
AAM
1063
Autus Asset Management
Arizona
$4.3M +$340K +3,560 +9%
ACM
1064
Adalta Capital Management
New York
$4.3M +$214K +2,238 +5%
HIH
1065
HRS Investment Holdings
New York
$4.3M – – –
OAMG
1066
Odey Asset Management Group
United Kingdom
$4.3M +$4.3M +45,000 New
WAM
1067
Wealthspire Advisors (Maryland)
Maryland
$4.28M +$78K +817 +2%
CSM
1068
CAMG Solamere Management
North Carolina
$4.26M +$390K +4,084 +10%
BC
1069
Burney Company
Virginia
$4.24M -$209K -2,195 -5%
FMWA
1070
Forvis Mazars Wealth Advisors
Missouri
$4.23M -$36.4K -381 -0.9%
WPIC
1071
White Pine Investment Company
Michigan
$4.22M +$22.9K +240 +0.5%
ACM
1072
Alpha Capital Management
Texas
$4.2M -$25.4K -266 -0.6%
AMM
1073
American Money Management
California
$4.19M -$22.7K -238 -0.5%
RIM
1074
Rampart Investment Management
Connecticut
$4.17M +$317K +3,319 +8%
RCM
1075
Radnor Capital Management
Pennsylvania
$4.14M – – –
41 42
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