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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 %
PIC
1326
PCJ Investment Counsel
Ontario, Canada
$2.39M -$929K -9,730 -28%
CFG
1327
CKW Financial Group
Hawaii
$2.38M – – –
NIS
1328
National Investment Services
Wisconsin
$2.38M -$7.55K -79 -0.3%
BCM
1329
Boltwood Capital Management
California
$2.38M -$12.6K -132 -0.5%
SCM
1330
Salem Capital Management
Massachusetts
$2.37M +$43K +450 +2%
IH
1331
IFC Holdings
Florida
$2.36M +$222K +2,320 +10%
WPA
1332
West Paces Advisors
Georgia
$2.36M +$151K +1,577 +7%
CCM
1333
Copeland Capital Management
Pennsylvania
$2.35M +$24.6K +258 +1%
AWM
1334
AE Wealth Management
Kansas
$2.34M +$848K +8,874 +57%
EHWM
1335
Eads & Heald Wealth Management
Georgia
$2.34M -$39.1K -409 -2%
WCA
1336
Westover Capital Advisors
Delaware
$2.34M +$503K +5,261 +27%
ANB
1337
Amarillo National Bank
Texas
$2.33M +$382K +4,003 +20%
NIMI
1338
Natixis Investment Managers International
France
$2.32M -$534K -5,593 -19%
PFT
1339
Providence First Trust
Arizona
$2.32M +$217K +2,275 +10%
TA
1340
Tiedemann Advisors
New York
$2.31M -$3.47M -42,537 -60%
SC
1341
Savant Capital
Illinois
$2.29M +$27.4K +287 +1%
MCM
1342
Monarch Capital Management
Indiana
$2.29M -$118K -1,240 -5%
SSWM
1343
Sheets Smith Wealth Management
North Carolina
$2.28M +$50.1K +525 +2%
CC
1344
Colrain Capital
Massachusetts
$2.28M -$244K -2,550 -10%
FMTCOCP
1345
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.28M -$219K -2,298 -9%
TWA
1346
Tillar-Wenstrup Advisors
Ohio
$2.27M -$58.8K -616 -3%
YWP
1347
YorkBridge Wealth Partners
New York
$2.27M -$12.4K -130 -0.5%
CHC
1348
City Holding Co
West Virginia
$2.27M +$16.7K +175 +0.7%
BJL
1349
Brighton Jones LLC
Washington
$2.26M -$473K -4,956 -17%
WSTAM
1350
Wilbanks Smith & Thomas Asset Management
Virginia
$2.26M -$75.2K -787 -3%
52 53
54
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