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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 %
RC
1151
Roundview Capital
New Jersey
$3.45M -$2.18M -22,854 -39%
LCC
1152
Lincoln Capital Corp
Rhode Island
$3.45M +$156K +1,638 +5%
VLKIM
1153
Van Lanschot Kempen Investment Management
Netherlands
$3.44M +$89.9K +941 +3%
PAI
1154
Pittenger & Anderson Inc
Nebraska
$3.42M -$252K -2,635 -7%
VAS
1155
Valicenti Advisory Services
New York
$3.41M -$37.1K -389 -1%
SI
1156
SII Investments
Wisconsin
$3.41M +$41.5K +434 +1%
SGA
1157
Strategic Global Advisors
California
$3.4M – – –
COI
1158
Connable Office Inc
Michigan
$3.39M -$93.1K -975 -3%
VWM
1159
Valley Wealth Managers
New Jersey
$3.39M -$173K -1,815 -5%
TWM
1160
Torch Wealth Management
Ohio
$3.39M -$9.46K -99 -0.3%
RIM
1161
Rainier Investment Management
Washington
$3.38M -$1.07M -11,210 -24%
WS
1162
Wedbush Securities
California
$3.37M -$271K -2,838 -7%
AC
1163
Abbrea Capital
California
$3.37M +$22K +230 +0.7%
PWS
1164
Peloton Wealth Strategists
Indiana
$3.37M -$181K -1,900 -5%
OCM
1165
One Capital Management
California
$3.37M +$22.5K +236 +0.7%
GKFF
1166
George Kaiser Family Foundation
Oklahoma
$3.35M – – –
MBTD
1167
Mechanics Bank - Trust Department
California
$3.33M -$68.4K -716 -2%
PFS
1168
Prospera Financial Services
Texas
$3.33M +$1.58M +16,468 +90%
UBG
1169
United Bank (Georgia)
Georgia
$3.32M -$142K -1,490 -4%
BHB
1170
Bank Hapoalim BM
Israel
$3.31M -$492K -5,152 -13%
KC
1171
Kepos Capital
New York
$3.3M +$3.3M +34,597 New
CL
1172
Choreo LLC
Illinois
$3.3M +$573K +5,994 +21%
LCM
1173
Laurion Capital Management
New York
$3.29M -$2.19M -22,959 -40%
CS
1174
Credential Securities
$3.28M +$109K +1,141 +3%
ANRIA
1175
American National Registered Investment Advisor
Texas
$3.27M -$850K -8,900 -21%
45 46
47
48 49