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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 %
TWA
1176
TCI Wealth Advisors
Arizona
$3.27M +$10.9K +114 +0.3%
TSWM
1177
Triangle Securities Wealth Management
North Carolina
$3.26M -$10.7K -112 -0.3%
IC
1178
Investment Counsel
Michigan
$3.25M +$9.55K +100 +0.3%
NA
1179
NewEdge Advisors
Louisiana
$3.24M +$298K +3,087 +10%
BDWM
1180
Brewin Dolphin Wealth Management
Ireland
$3.23M +$3.23M +33,832 New
GIA
1181
Guyasuta Investment Advisors
Pennsylvania
$3.22M -$69.3K -725 -2%
CAL
1182
Capital Analysts LLC
Pennsylvania
$3.21M +$19.5K +204 +0.6%
PTC
1183
Philadelphia Trust Company
Pennsylvania
$3.21M -$1.18M -12,361 -27%
BIM
1184
Beach Investment Management
Pennsylvania
$3.21M -$920K -9,630 -22%
NBC
1185
Neuberger Berman Canada
Ontario, Canada
$3.21M -$578K -6,049 -15%
MCP
1186
Mirador Capital Partners
California
$3.21M +$26.6K +275 +0.8%
ST
1187
Somerset Trust
Pennsylvania
$3.2M -$197K -2,058 -6%
HW
1188
Hedeker Wealth
Illinois
$3.2M +$690K +7,231 +28%
IAMOG
1189
Investors Asset Management of Georgia
Georgia
$3.19M -$98.4K -1,030 -3%
ICOM
1190
Investment Counselors of Maryland
Maryland
$3.19M -$52.5K -550 -2%
APP
1191
Avantax Planning Partners
Iowa
$3.18M -$12.7K -133 -0.4%
MNBTD
1192
Moody National Bank Trust Division
Texas
$3.17M -$828K -8,670 -21%
Koshinski Asset Management
1193
Koshinski Asset Management
Illinois
$3.17M +$235K +2,456 +8%
FPS
1194
Fieldpoint Private Securities
Connecticut
$3.16M +$3.16M +33,088 New
NPT
1195
Nixon Peabody Trust
Massachusetts
$3.14M +$20.5K +215 +0.7%
RCAG
1196
Rehmann Capital Advisory Group
Michigan
$3.14M -$8.41K -88 -0.3%
TCM
1197
Texan Capital Management
Texas
$3.13M -$70.7K -740 -2%
DT
1198
Diversified Trust
Tennessee
$3.13M +$3.82K +40 +0.1%
GD
1199
Grandfield & Dodd
New York
$3.12M +$13.4K +140 +0.4%
BCM
1200
Blume Capital Management
California
$3.11M +$104K +1,093 +3%
46 47
48
49 50