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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 %
BWFA
1101
Baltimore-Washington Financial Advisors
Maryland
$3.83M +$3.83M +40,120 New
DVM
1102
Dreman Value Management
Florida
$3.82M +$310K +3,248 +9%
MFS
1103
Monetta Financial Services
Illinois
$3.82M – – –
HA
1104
Halsey Associates
Connecticut
$3.8M -$236K -2,475 -6%
DPIM
1105
Duff & Phelps Investment Management
Illinois
$3.79M -$75.4K -790 -2%
Cetera Investment Advisers
1106
Cetera Investment Advisers
Illinois
$3.79M +$1.06M +11,071 +39%
SFSIG
1107
San Francisco Sentry Investment Group
California
$3.78M +$305K +3,199 +9%
MBA
1108
McQueen Ball & Associates
Pennsylvania
$3.78M +$134K +1,398 +4%
RMSCM
1109
R.M. Sincerbeaux Capital Management
New York
$3.78M -$334K -3,500 -8%
HCA
1110
Harbour Capital Advisors
Virginia
$3.78M +$859K +8,995 +29%
BSWMG
1111
Barrington Strategic Wealth Management Group
Illinois
$3.78M -$42.5K -445 -1%
GWM
1112
Geneos Wealth Management
Colorado
$3.77M -$882K -9,239 -19%
LJAC
1113
L.J. Altfest & Co
New York
$3.75M -$43.4K -454 -1%
LBC
1114
Lawrence B. Cohen
$3.74M -$73K -764 -2%
CAI
1115
Capital Advisors Inc
Oklahoma
$3.73M -$288K -3,017 -7%
AIC
1116
Argus Investors Counsel
New York
$3.72M -$535K -5,600 -13%
ATC
1117
Argent Trust Co
Tennessee
$3.72M +$201K +2,101 +6%
RWM
1118
Rench Wealth Management
Texas
$3.7M +$3.02M +31,666 +446%
BBHC
1119
Brown Brothers Harriman & Co
New York
$3.67M -$456K -4,779 -11%
BCM
1120
Beck Capital Management
Texas
$3.66M +$204K +2,132 +6%
BWAM
1121
Boyd Watterson Asset Management
Ohio
$3.66M -$60.5K -633 -2%
NEPWA
1122
New England Private Wealth Advisors
Massachusetts
$3.63M -$103K -1,075 -3%
AI
1123
Atria Investments
North Carolina
$3.62M +$125K +1,314 +4%
CWM
1124
Circle Wealth Management
New Jersey
$3.62M +$290K +3,035 +9%
LPIC
1125
LeJeune Puetz Investment Counsel
Michigan
$3.62M – – –
43 44
45
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