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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 %
AL
1076
Aspiriant LLC
California
$4.14M -$1.25M -13,093 -23%
CCP
1077
Cardan Capital Partners
Colorado
$4.13M +$20.5K +215 +0.5%
LA
1078
LVW Advisors
New York
$4.13M -$114K -1,193 -3%
DSC
1079
Duncker Streett & Co
Missouri
$4.13M -$8.02K -84 -0.2%
SAM
1080
Sawgrass Asset Management
Florida
$4.12M -$25.3K -265 -0.6%
RWA
1081
River Wealth Advisors
Pennsylvania
$4.11M +$45.7K +479 +1%
CIG
1082
Consolidated Investment Group
Colorado
$4.11M – – –
SWM
1083
Stockman Wealth Management
Montana
$4.1M +$3.34M +34,952 +439%
GIM
1084
Goelzer Investment Management
Indiana
$4.08M -$41.1K -430 -1%
MCM
1085
McMillion Capital Management
North Carolina
$4.03M -$38.2K -400 -0.9%
AAM
1086
Augustine Asset Management
Florida
$4.03M – – –
AWMG
1087
Alliance Wealth Management Group
New Jersey
$4.02M +$2.01M +21,057 +100%
SFP
1088
Shepherd Financial Partners
Massachusetts
$4.01M +$23.5K +244 +0.6%
GP
1089
Geneva Partners
Wisconsin
$3.99M +$3.99M +41,810 New
WC
1090
Whitney & Co
New York
$3.96M – – –
ITIM
1091
Indiana Trust & Investment Management
Indiana
$3.96M -$30.6K -320 -0.8%
CCM
1092
Coldstream Capital Management
Washington
$3.94M -$45.7K -478 -1%
PFM
1093
Premier Fund Managers
United Kingdom
$3.94M +$501K +5,255 +15%
BFO
1094
Boston Family Office
Massachusetts
$3.93M +$55.7K +583 +1%
HT
1095
Heritage Trust
Oklahoma
$3.93M -$87.5K -916 -2%
MUAMU
1096
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.93M -$955K -10,000 -20%
RC
1097
RBF Capital
California
$3.92M – – –
GFPC
1098
Global Financial Private Capital
Florida
$3.91M +$1.75M +18,313 +81%
ACP
1099
Aviance Capital Partners
Florida
$3.89M -$153K -1,603 -4%
KPCM
1100
Kings Point Capital Management
New York
$3.87M +$459K +4,808 +13%
42 43
44
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