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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 %
FMI
126
Factory Mutual Insurance
Massachusetts
$244M -$1.71M -17,900 -0.7%
Aristotle Capital Management
127
Aristotle Capital Management
California
$237M +$866K +9,064 +0.4%
KeyBank National Association
128
KeyBank National Association
Ohio
$234M -$3.12M -32,641 -1%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$233M +$2.23M +23,366 +1%
Federated Hermes
130
Federated Hermes
Pennsylvania
$232M -$4.99M -52,267 -2%
ECU
131
Egerton Capital (UK)
United Kingdom
$232M -$93.9M -982,925 -29%
PI
132
PGGM Investments
Netherlands
$230M +$8.69M +90,968 +4%
NFA
133
Nationwide Fund Advisors
Ohio
$230M -$9.87M -103,356 -4%
HFS
134
HL Financial Services
Kentucky
$230M -$756K -7,918 -0.3%
SP
135
Sarasin & Partners
United Kingdom
$229M -$29.1M -304,351 -11%
SBAM
136
Santa Barbara Asset Management
California
$223M +$1.08M +11,294 +0.5%
HA
137
Homestead Advisers
Virginia
$215M – – –
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$215M +$21.2M +221,958 +11%
SOMRS
139
State of Michigan Retirement System
Michigan
$214M -$208M -2,172,600 -49%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$213M +$407K +4,263 +0.2%
M&T Bank
141
M&T Bank
New York
$212M -$81.7K -855 -0%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$208M -$3.69M -38,626 -2%
AII
143
AGF Investments Inc
Ontario, Canada
$207M +$11.7M +122,912 +6%
Barclays
144
Barclays
United Kingdom
$207M +$49.8M +521,861 +32%
GIA
145
Gateway Investment Advisers
Ohio
$203M -$753K -7,889 -0.4%
Winslow Capital Management
146
Winslow Capital Management
Minnesota
$200M -$40.3M -421,563 -17%
Bessemer Group
147
Bessemer Group
New Jersey
$200M -$61.9M -648,099 -24%
SEI Investments
148
SEI Investments
Pennsylvania
$200M +$6.53M +68,418 +3%
BWA
149
Brave Warrior Advisors
New York
$193M +$33.1M +346,151 +21%
CI
150
Cincinnati Insurance
Ohio
$192M – – –
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