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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
$5.67B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$386M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$956M
4
Jennison Associates
Jennison Associates
New York
$1.47B
5
Vanguard Group
Vanguard Group
Pennsylvania
$24B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$6.7B
2
LPU
Lansdowne Partners (UK)
United Kingdom
$1.91B
3
Invesco
Invesco
Georgia
$2.35B
4
SOMRS
State of Michigan Retirement System
Michigan
$214M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$8.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$380M -$112M -1,172,400 -23%
Acadian Asset Management
102
Acadian Asset Management
Massachusetts
$379M -$3.51M -36,714 -0.9%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$375M -$5M -52,378 -1%
Citigroup
104
Citigroup
New York
$369M -$119M -1,245,609 -24%
Canada Life
105
Canada Life
Manitoba, Canada
$363M -$11.9M -124,679 -3%
US Bancorp
106
US Bancorp
Minnesota
$342M -$2.05M -21,431 -0.6%
BG
107
Bahl & Gaynor
Ohio
$327M +$23M +240,969 +8%
PAM
108
Panagora Asset Management
Massachusetts
$305M -$6.84M -71,649 -2%
SO
109
STRS Ohio
Ohio
$300M +$7.99M +83,626 +3%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$298M +$1.63M +17,101 +0.6%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$298M -$22M -230,800 -7%
Aviva
112
Aviva
United Kingdom
$297M +$2.53M +26,449 +0.9%
USAA
113
United Services Automobile Association
Texas
$290M -$28.5M -298,102 -9%
Credit Agricole
114
Credit Agricole
France
$284M -$37.1M -388,760 -12%
IGIM
115
I.G. Investment Management
Manitoba, Canada
$280M -$1.85M -19,415 -0.7%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$275M +$92.8M +971,863 +51%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$273M -$1.95M -20,416 -0.7%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$265M -$30.8M -322,914 -10%
Brown Advisory
119
Brown Advisory
Maryland
$263M -$59.8M -626,550 -19%
National Pension Service
120
National Pension Service
South Korea
$260M +$10.4M +109,529 +4%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$260M -$5.76M -60,357 -2%
T
122
Thomaspartners
Massachusetts
$256M +$2.18M +22,874 +0.9%
TG
123
TCW Group
California
$251M -$4M -41,927 -2%
JFL
124
Jarislowsky, Fraser Ltd
Quebec, Canada
$247M +$3.57M +37,425 +1%
Mawer Investment Management
125
Mawer Investment Management
Alberta, Canada
$246M +$13.9M +145,135 +6%
3 4
5
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