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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 %
SIC
1301
Shoker Investment Counsel
Ohio
$2.49M -$79.4K -831 -3%
SCI
1302
Stableford Capital II
Arizona
$2.49M +$122K +1,275 +5%
EML
1303
Eos Management LP
New York
$2.48M – – –
FUBT
1304
First United Bank & Trust
Maryland
$2.48M +$272K +2,848 +12%
BIA
1305
BMT Investment Advisors
Pennsylvania
$2.47M +$2.47M +25,899 New
IC
1306
Intersect Capital
California
$2.47M -$24K -251 -1%
FBT
1307
First Bankers Trust
Kentucky
$2.47M -$64.5K -675 -3%
CG
1308
Caprock Group
Idaho
$2.47M +$61.1K +640 +3%
WI
1309
Wintrust Investments
Illinois
$2.47M -$30.8K -323 -1%
SLF
1310
Sun Life Financial
Ontario, Canada
$2.47M -$27.3K -286 -1%
QCI
1311
Quaker Capital Investments
Pennsylvania
$2.45M -$1.34M -13,985 -35%
KWM
1312
Kingsview Wealth Management
Oregon
$2.45M -$119K -1,250 -5%
NI
1313
Numeric Investors
Massachusetts
$2.45M -$659K -6,900 -21%
PHS
1314
Pekin Hardy Strauss
Illinois
$2.44M +$344K +3,600 +16%
OA
1315
Outfitter Advisors
Virginia
$2.44M -$93.1K -975 -4%
NB
1316
Nicolet Bankshares
Wisconsin
$2.43M +$36K +377 +2%
SFI
1317
SPC Financial Inc
Maryland
$2.42M +$51.4K +538 +2%
DAC
1318
Dividend Assets Capital
South Carolina
$2.41M +$39.2K +410 +2%
BOS
1319
Bank of Stockton
California
$2.4M +$149K +1,564 +7%
AMIM
1320
Aull & Monroe Investment Management
Alabama
$2.4M -$13.7K -143 -0.6%
RWM
1321
RKL Wealth Management
Pennsylvania
$2.4M +$1.61M +28,456 +204%
NFG
1322
NewFocus Financial Group
Washington
$2.39M +$997K +10,444 +71%
PVWM
1323
Point View Wealth Management
New Jersey
$2.39M +$6.69K +70 +0.3%
SCI
1324
S&CO Inc
Massachusetts
$2.39M – – –
HCM
1325
Howland Capital Management
Massachusetts
$2.39M +$53.5K +560 +2%
51 52
53
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