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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 %
BA
1276
Birinyi Associates
Connecticut
$2.64M -$95.5K -1,000 -3%
LCM
1277
Leisure Capital Management
California
$2.63M -$43.9K -460 -2%
ADL
1278
Asset Dedication LLC
California
$2.62M +$110K +1,158 +4%
BAM
1279
Burgundy Asset Management
Ontario, Canada
$2.61M – – –
SFFS
1280
Stonehage Fleming Financial Services
Jersey
$2.61M -$19.1K -200 -0.7%
IP
1281
Intellectus Partners
California
$2.61M -$96 -1 -0%
CFP
1282
Cornerstone Financial Partners
North Carolina
$2.61M +$2.61M +27,322 New
WOC
1283
West Oak Capital
California
$2.6M -$138K -1,440 -5%
BIMC
1284
Benson Investment Management Company
Virginia
$2.59M +$18.1K +190 +0.7%
CCM
1285
Coe Capital Management
Illinois
$2.59M +$14.3K +150 +0.6%
CIC
1286
Crawford Investment Counsel
Georgia
$2.58M +$43.6K +457 +2%
CBTWT
1287
Community Bank & Trust (Waco, Texas)
Texas
$2.58M – – –
MWP
1288
MYCIO Wealth Partners
Pennsylvania
$2.58M +$121K +1,266 +5%
HPCM
1289
High Pointe Capital Management
Illinois
$2.57M -$7.64K -80 -0.3%
PWM
1290
Perigon Wealth Management
California
$2.57M +$1.63M +17,107 +175%
NPA
1291
Nichols & Pratt Advisers
Massachusetts
$2.56M – – –
KM
1292
Kalos Management
Georgia
$2.56M +$222K +2,324 +9%
GH
1293
GAM Holding
Switzerland
$2.55M -$52M -544,985 -95%
RA
1294
Rational Advisors
New York
$2.55M -$9.55K -100 -0.4%
BGC
1295
Blue Granite Capital
South Carolina
$2.54M -$874K -9,150 -26%
MWA
1296
Marshall Wace Asia
Hong Kong
$2.52M -$7.17M -74,739 -74%
SCA
1297
Snowden Capital Advisors
New York
$2.51M +$232K +2,430 +10%
PCA
1298
Peddock Capital Advisors
Massachusetts
$2.51M +$41.5K +434 +2%
PI
1299
Parkside Investments
Illinois
$2.5M +$112K +1,171 +5%
PWMAG
1300
Pinnacle Wealth Management Advisory Group
New Jersey
$2.5M +$7.17K +75 +0.3%
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