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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 %
NSB
1376
Norway Savings Bank
Maine
$2.13M -$84.6K -886 -4%
BTIS
1377
BB&T Investment Services
North Carolina
$2.13M +$438K +4,565 +26%
WP
1378
WealthSource Partners
California
$2.12M -$11.4K -119 -0.5%
MFBTD
1379
MB Financial Bank - Trust Department
Illinois
$2.11M -$39.1K -409 -2%
BWA
1380
BDO Wealth Advisors
Florida
$2.11M -$351K -3,673 -14%
CG
1381
Cutler Group
California
$2.11M +$2.11M +22,100 New
PAS
1382
Partnervest Advisory Services
California
$2.11M +$7.26K +76 +0.3%
4IG
1383
440 Investment Group
Kansas
$2.11M +$103K +1,078 +5%
RSS
1384
Rosenblum Silverman Sutton
California
$2.1M +$6.3K +66 +0.3%
GWM
1385
Graybill Wealth Management
Illinois
$2.1M -$20.1K -210 -0.9%
FIM
1386
Freedom Investment Management
Connecticut
$2.09M +$37.2K +390 +2%
FHA
1387
Flagship Harbor Advisors
Massachusetts
$2.08M -$131K -1,363 -6%
NDSI
1388
Newman Dignan & Sheerar Inc
Rhode Island
$2.07M +$5.25K +55 +0.3%
CCA
1389
Cobblestone Capital Advisors
New York
$2.07M -$9M -94,229 -81%
FCFC
1390
First Commonwealth Financial Corp
Pennsylvania
$2.07M -$116K -1,215 -5%
HWA
1391
Heritage Way Advisors
Illinois
$2.07M -$14.3K -150 -0.7%
BCM
1392
Birmingham Capital Management
Alabama
$2.07M -$153K -1,600 -7%
IFWM
1393
Institute for Wealth Management
Colorado
$2.06M +$20.5K +214 +1%
CCM
1394
Carderock Capital Management
Maryland
$2.06M +$8.98K +94 +0.4%
MHIM
1395
MacNealy Hoover Investment Management
Ohio
$2.06M – – –
SIG
1396
Schaller Investment Group
North Carolina
$2.05M – – –
CAM
1397
Close Asset Management
United Kingdom
$2.05M +$222K +2,326 +12%
BMC
1398
Beaton Management Company
Massachusetts
$2.05M – – –
B
1399
BancorpSouth
Mississippi
$2.04M -$128K -1,336 -6%
NCM
1400
Neumann Capital Management
California
$2.04M -$43K -450 -2%
54 55
56
57 58