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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 %
FIM
1251
Frontier Investment Management
Texas
$2.79M -$128K -1,342 -4%
ARMT
1252
Amica Retiree Medical Trust
Rhode Island
$2.78M – – –
BI
1253
Boulegeris Investments
Georgia
$2.78M +$105K +1,100 +4%
GT
1254
Greenleaf Trust
Michigan
$2.77M +$368K +3,852 +15%
VFA
1255
Voya Financial Advisors
Connecticut
$2.77M -$36K -377 -1%
AC
1256
Addison Capital
Pennsylvania
$2.77M -$4.68K -49 -0.2%
AAM
1257
Aureus Asset Management
Massachusetts
$2.75M +$653K +6,840 +31%
CIM
1258
CIM Investment Management
Pennsylvania
$2.74M -$153K -1,600 -5%
BRC
1259
Bell Rock Capital
Delaware
$2.74M -$147K -1,532 -5%
CFMC
1260
Curbstone Financial Management Corp
New Hampshire
$2.73M +$1.27M +13,297 +87%
RG
1261
Renaissance Group
Kentucky
$2.73M -$296K -3,095 -10%
GIP
1262
Granite Investment Partners
California
$2.73M +$481K +5,038 +21%
BP
1263
Ballentine Partners
Massachusetts
$2.72M +$280K +2,934 +11%
CSS
1264
Cubist Systematic Strategies
Connecticut
$2.71M +$1.96M +20,475 +259%
DBIA
1265
Dumont & Blake Investment Advisors
New Jersey
$2.7M -$566K -5,924 -17%
LBG
1266
Lloyds Banking Group
United Kingdom
$2.69M – – –
MWM
1267
Marietta Wealth Management
Georgia
$2.69M -$129K -1,355 -5%
KIG
1268
Kessler Investment Group
Indiana
$2.69M -$1.24M -12,973 -32%
MAM
1269
Martingale Asset Management
Massachusetts
$2.69M +$1.72M +18,019 +178%
MPA
1270
Marvin & Palmer Associates
Delaware
$2.69M -$2.11M -22,049 -44%
MIM
1271
Midwest Investment Management
Ohio
$2.67M -$56.3K -590 -2%
IIM
1272
Ipswich Investment Management
Massachusetts
$2.67M +$106K +1,112 +4%
MVA
1273
Mount Vernon Associates
Maryland
$2.66M +$57.3K +600 +2%
GJCM
1274
Grand Jean Capital Management
California
$2.65M +$41.1K +430 +2%
MHS
1275
M Holdings Securities
Oregon
$2.64M +$11.4K +119 +0.4%
49 50
51
52 53