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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 %
MC
1126
Martin & Co
Tennessee
$3.61M -$399K -4,175 -10%
GA
1127
GFS Advisors
Texas
$3.61M -$71.1K -745 -2%
LRPA
1128
L. Roy Papp & Associates
Arizona
$3.6M -$4.78K -50 -0.1%
SIMM
1129
Stillwater Investment Management (Minnesota)
Minnesota
$3.58M -$27.3K -286 -0.8%
PA
1130
Perennial Advisors
New York
$3.58M +$135K +1,416 +4%
SSI
1131
Scott & Selber Inc
Texas
$3.57M -$65.3K -684 -2%
BKA
1132
Brick & Kyle Associates
Pennsylvania
$3.57M +$15.6K +163 +0.4%
WCM
1133
Washington Capital Management
Washington
$3.56M – – –
KJHP
1134
K.J. Harrison & Partners
Ontario, Canada
$3.55M -$1.44M -15,061 -29%
SCM
1135
Stonebridge Capital Management
California
$3.54M -$19.1K -200 -0.5%
OA
1136
Oxbow Advisors
Texas
$3.54M -$176K -1,847 -5%
AWM
1137
Altavista Wealth Management
North Carolina
$3.54M +$82.9K +868 +2%
GCM
1138
Glaxis Capital Management
Florida
$3.53M +$3.53M +36,960 New
OIA
1139
Optimum Investment Advisors
Illinois
$3.52M +$29.3K +307 +0.8%
WIM
1140
Waverton Investment Management
United Kingdom
$3.52M -$9.27K -97 -0.3%
PMG
1141
ProVise Management Group
Florida
$3.52M -$265K -2,775 -7%
IMOV
1142
Investment Management of Virginia
Virginia
$3.52M -$191K -1,996 -5%
CAM
1143
Columbia Asset Management
Michigan
$3.51M +$38.2K +400 +1%
BSB
1144
Bangor Savings Bank
Maine
$3.51M +$114K +1,195 +3%
GAM
1145
Gotham Asset Management
New York
$3.5M -$491K -5,144 -12%
HCM
1146
Hall Capital Management
Rhode Island
$3.5M -$1.43K -15 -0%
OC
1147
Oarsman Capital
Wisconsin
$3.48M +$71.8K +752 +2%
WIC
1148
Woodmont Investment Counsel
Tennessee
$3.48M -$146K -1,525 -4%
GXMC
1149
Global X Management Company
New York
$3.47M -$4.01K -42 -0.1%
TBNY
1150
Trustco Bank (New York)
New York
$3.46M -$28.1K -294 -0.8%
44 45
46
47 48