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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 %
6CM
1426
683 Capital Management
New York
$1.91M – – –
KPF
1427
K2 Principal Fund
Ontario, Canada
$1.91M +$1.09M +11,383 +132%
BEAM
1428
Baker Ellis Asset Management
Washington
$1.91M +$215K +2,247 +13%
HDIM
1429
Hanson & Doremus Investment Management
Vermont
$1.9M -$10K -105 -0.5%
JWM
1430
Jackson Wealth Management
Florida
$1.9M +$95.6K +984 +5%
NME
1431
Notis-McConarty Edward
$1.89M -$10.5K -110 -0.6%
BAM
1432
Belpointe Asset Management
Nevada
$1.89M +$1.89M +19,802 New
HIC
1433
Harvey Investment Company
Kentucky
$1.89M -$862K -9,028 -31%
PIA
1434
Peachtree Investment Advisors
Georgia
$1.89M +$31K +325 +2%
KCM
1435
Karp Capital Management
California
$1.88M +$80.3K +841 +4%
TCM
1436
Telos Capital Management
California
$1.88M +$3.63K +38 +0.2%
SHCM
1437
Stokes & Hubbell Capital Management
Louisiana
$1.87M +$786K +8,225 +72%
OCG
1438
Opus Capital Group
Ohio
$1.86M +$82K +859 +5%
WEC
1439
Winslow Evans & Crocker
Massachusetts
$1.86M -$410K -4,295 -18%
BFC
1440
Blue Fin Capital
Rhode Island
$1.86M +$72.6K +760 +4%
CT
1441
Coastline Trust
Rhode Island
$1.85M +$80.4K +842 +5%
MMPW
1442
Mitchell McLeod Pugh & Williams
Alabama
$1.84M -$7.36K -77 -0.4%
FBB
1443
Fulton Breakefield Broenniman
Maryland
$1.84M -$90.3K -945 -5%
IAS
1444
IMA Advisory Services
Colorado
$1.83M +$154K +1,614 +9%
GS
1445
GAM Systematic
United Kingdom
$1.83M -$183K -1,911 -9%
NSAM
1446
North Star Asset Management
Wisconsin
$1.83M -$5.45K -57 -0.3%
PL
1447
Perpetual Ltd
Australia
$1.83M -$10M -103,420 -85%
BDF
1448
Balasa Dinverno & Foltz
$1.82M +$49.3K +516 +3%
CO
1449
Caldwell & Orkin
Georgia
$1.81M -$214K -2,240 -11%
HCM
1450
Hollencrest Capital Management
California
$1.81M -$155K -1,623 -8%
56 57
58
59 60