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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 %
BWP
1451
Baldwin Wealth Partners
Massachusetts
$1.79M -$63.6K -666 -3%
EFSCE
1452
Enterprise Financial Services Corp (EFSC)
Missouri
$1.79M -$1.53K -16 -0.1%
MWNA
1453
Marshall Wace North America
New York
$1.79M -$6.9M -71,838 -79%
SC
1454
Saturna Capital
Washington
$1.78M – – –
AIM
1455
Anchor Investment Management
South Carolina
$1.77M +$107K +1,120 +6%
IDBONY
1456
Israel Discount Bank of New York
New York
$1.77M -$111K -1,162 -6%
FCCM
1457
First City Capital Management
Georgia
$1.75M -$4.78K -50 -0.3%
HH
1458
Hilltop Holdings
Texas
$1.75M +$1.02M +10,718 +142%
CL
1459
CPWM LLC
Washington
$1.74M -$600K -6,283 -26%
JFA
1460
Johanson Financial Advisors
California
$1.74M +$31.9K +333 +2%
WIP
1461
Wellesley Investment Partners
Massachusetts
$1.73M -$78.6K -823 -4%
LDB
1462
Lee, Danner & Bass
Tennessee
$1.71M +$34.7K +363 +2%
AIM
1463
Advantage Investment Management
Iowa
$1.7M +$136K +1,420 +9%
WA
1464
WealthTrust-Arizona
Arizona
$1.7M +$1.15K +12 +0.1%
CCT
1465
Country Club Trust
Missouri
$1.7M -$354K -3,710 -17%
CCM
1466
CrestPoint Capital Management
Missouri
$1.69M – – –
HI
1467
Hudock Inc
Pennsylvania
$1.69M -$2.77K -29 -0.2%
SFM
1468
Signature Financial Management
Virginia
$1.68M +$197K +2,263 +13%
TTWM
1469
TCV Trust & Wealth Management
Virginia
$1.67M +$112K +1,170 +7%
WAM
1470
Weatherly Asset Management
California
$1.67M -$26.8K -281 -2%
TP
1471
Truvvo Partners
New York
$1.67M – – –
CAG
1472
Csenge Advisory Group
Florida
$1.67M +$1.67M +17,469 New
FCAG
1473
First Capital Advisors Group
New Jersey
$1.66M -$176K -1,841 -10%
ATC
1474
Adirondack Trust Company
New York
$1.66M -$7.17K -75 -0.4%
RMAM
1475
Raab & Moskowitz Asset Management
New Jersey
$1.66M +$7.75K +77 +0.5%
57 58
59
60 61