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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 %
Lido Advisors
1351
Lido Advisors
California
$2.26M +$594K +5,903 +36%
ST
1352
Sentinel Trust
Texas
$2.26M -$346K -3,622 -13%
HL
1353
HeadInvest LLC
Maine
$2.26M +$131K +1,300 +6%
HCM
1354
Hengehold Capital Management
Ohio
$2.26M +$51.5K +539 +2%
WCM
1355
Wunderlich Capital Managemnt
Tennessee
$2.25M -$26.2K -274 -1%
UBWV
1356
United Bank (West Virginia)
West Virginia
$2.25M – – –
SAM
1357
Symphony Asset Management
California
$2.25M +$895K +9,368 +66%
GPCM
1358
Granite Point Capital Management
Massachusetts
$2.24M -$1.1M -11,500 -33%
CPA
1359
Court Place Advisors
Maryland
$2.23M -$39K -408 -2%
CPA
1360
Cowen Prime Advisors
New York
$2.22M -$143K -1,500 -6%
BMM
1361
Buffington Mohr McNeal
Idaho
$2.22M -$22.4K -220 -1%
EA
1362
Edge Advisors
Georgia
$2.22M +$63.3K +664 +3%
ZB
1363
Zions Bancorporation
Utah
$2.22M +$562K +5,885 +34%
DMK
1364
David M. Knott
$2.2M – – –
JIC
1365
Joel Isaacson & Co
New York
$2.2M -$79.2K -829 -3%
LAIC
1366
Lederer & Associates Investment Counsel
California
$2.19M +$30.1K +315 +1%
LWAC
1367
Laurel Wealth Advisors (California)
California
$2.18M +$105K +1,101 +5%
AWM
1368
Avior Wealth Management
Nebraska
$2.17M +$55.4K +593 +3%
WWM
1369
Willingdon Wealth Management
North Carolina
$2.17M +$4.97K +52 +0.2%
GIM
1370
Guardian Investment Management
California
$2.15M +$19.1K +200 +0.9%
VCAM
1371
Van Cleef Asset Management
Ohio
$2.15M -$955 -10 -0%
DR
1372
Davis Rea
Ontario, Canada
$2.15M +$55.9K +585 +3%
KCPG
1373
Kavar Capital Partners Group
Kansas
$2.14M +$287 +3 +0%
IIC
1374
Integrated Investment Consultants
Michigan
$2.14M +$22.3K +233 +1%
HB
1375
Homrich & Berg
Georgia
$2.13M +$1.08M +11,257 +102%
53 54
55
56 57