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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 %
FWCM
1226
First Western Capital Management
California
$2.95M -$45.2K -473 -2%
FA
1227
FCG Advisors
New Jersey
$2.94M -$269K -2,813 -8%
WPA
1228
Winning Points Advisors
Florida
$2.94M +$191K +2,000 +7%
WG
1229
Winton Group
United Kingdom
$2.93M -$2.74M -28,687 -48%
SMFG
1230
Sumitomo Mitsui Financial Group
Japan
$2.92M -$131K -1,376 -4%
SCM
1231
SOL Capital Management
Maryland
$2.92M -$11.9K -125 -0.4%
RAM
1232
Roanoke Asset Management
New Jersey
$2.91M -$164K -1,720 -5%
First Eagle Investment Management
1233
First Eagle Investment Management
New York
$2.89M – – –
ST
1234
Smithfield Trust
Pennsylvania
$2.89M -$56.3K -589 -2%
CWM
1235
Concentric Wealth Management
California
$2.88M -$12.8K -134 -0.4%
HIM
1236
Hutchens Investment Management
New Hampshire
$2.88M -$142K -1,490 -5%
CS
1237
Comerica Securities
Michigan
$2.87M +$236K +2,469 +9%
RC
1238
RegentAtlantic Capital
New Jersey
$2.87M +$23K +241 +0.8%
NJBEST
1239
New Jersey Better Educational Savings Trust
New Jersey
$2.87M -$95.5K -1,000 -3%
AH
1240
Allen Holding
New York
$2.87M – – –
MPIA
1241
Mountain Pacific Investment Advisers
Idaho
$2.86M – – –
CPIM
1242
Columbia Partners Investment Management
Virginia
$2.86M +$2.12M +22,157 +286%
CK
1243
Cohen Klingenstein
New York
$2.84M – – –
GVT
1244
Genesee Valley Trust
New York
$2.83M -$61.6K -645 -2%
BFEC
1245
Benjamin F. Edwards & Company
Missouri
$2.83M +$553K +5,793 +24%
SA
1246
Strategic Advisors
New York
$2.82M +$406K +4,252 +17%
LNC
1247
Lincoln National Corp
Pennsylvania
$2.82M +$187K +1,963 +7%
PA
1248
Parallel Advisors
California
$2.81M +$15.5K +158 +0.6%
WSC
1249
Wellington Shields & Co
New York
$2.81M +$19.1K +200 +0.7%
FWM
1250
Frontier Wealth Management
Missouri
$2.8M +$116K +1,219 +4%
48 49
50
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