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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 %
IUHSA
1201
Itau Unibanco Holding S.A.
Brazil
$3.1M +$3M +9,937 +3,205%
EAMA
1202
EFG Asset Management (Americas)
Florida
$3.09M +$2.59M +26,793 +519%
SM
1203
Salzhauer Michael
$3.08M +$191 +2 +0%
SFG
1204
SevenBridge Financial Group
Pennsylvania
$3.07M +$131K +1,369 +4%
NPC
1205
National Planning Corporation
California
$3.06M -$244K -2,553 -7%
CAM
1206
Chesapeake Asset Management
New York
$3.06M – – –
CCA
1207
Checchi Capital Advisers
California
$3.06M +$3.34K +35 +0.1%
BSW
1208
Buckingham Strategic Wealth
Missouri
$3.04M -$173K -1,815 -5%
WAS
1209
Winch Advisory Services
Wisconsin
$3.04M -$218K -2,276 -7%
MCM
1210
Maryland Capital Management
Maryland
$3.04M +$80.1K +839 +3%
TH
1211
Timber Hill
Connecticut
$3.03M +$3.03M +31,688 New
GJL
1212
Gendell Jeffrey L
$3.02M -$11.9M -125,000 -80%
DWM
1213
Dorchester Wealth Management
Quebec, Canada
$3.02M -$11.4K -119 -0.4%
ECML
1214
Eagle Capital Management (Louisiana)
Louisiana
$3M -$24.9K -261 -0.8%
BW
1215
Bison Wealth
Georgia
$3M -$84.3K -883 -3%
FA
1216
FMA Advisory
Pennsylvania
$3M -$76.8K -804 -2%
TIA
1217
Tiemann Investment Advisors
California
$3M -$4.78K -50 -0.2%
PAM
1218
Paradigm Asset Management
New York
$2.99M -$1.05M -11,000 -26%
SCM
1219
Sterneck Capital Management
Missouri
$2.98M -$75.7K -793 -2%
FMT
1220
First Mercantile Trust
Tennessee
$2.98M -$493K -5,157 -14%
TNB
1221
Thomasville National Bank
Georgia
$2.97M +$138K +1,446 +5%
SFWA
1222
Summit Financial Wealth Advisors
Louisiana
$2.96M -$311K -3,257 -9%
WIC
1223
Whitegate Investment Counselors
New Hampshire
$2.96M +$305K +3,191 +11%
PG
1224
Patten Group
Tennessee
$2.96M -$87.9K -920 -3%
BA
1225
Bristlecone Advisors
Washington
$2.95M +$113K +1,180 +4%
47 48
49
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