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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 %
DRS
1476
Deane Retirement Strategies
Louisiana
$1.66M -$12.7K -133 -0.8%
Verition Fund Management
1477
Verition Fund Management
Connecticut
$1.66M +$1.28M +13,406 +339%
ST
1478
Spinnaker Trust
Maine
$1.66M – – –
AFM
1479
Anson Funds Management
Texas
$1.65M – – –
WCP
1480
Welch Capital Partners
New York
$1.65M +$1.65M +17,230 New
ODG
1481
O'Dell Group
Ohio
$1.64M -$37.7K -395 -2%
ACS
1482
Archford Capital Strategies
Illinois
$1.64M +$58.4K +612 +4%
MCC
1483
Malaga Cove Capital
California
$1.63M -$10.5K -109 -0.6%
FPB
1484
First PREMIER Bank
South Dakota
$1.63M +$26.3K +275 +2%
GC
1485
Garde Capital
Washington
$1.63M +$1.63M +17,013 New
CPIG
1486
Chicago Partners Investment Group
Illinois
$1.62M +$1.32M +13,868 +444%
CCM
1487
Condor Capital Management
New Jersey
$1.62M +$180K +1,884 +13%
HCM
1488
HM Capital Management
Missouri
$1.61M +$16.3K +171 +1%
TCM
1489
Traynor Capital Management
Pennsylvania
$1.61M +$45.1K +473 +3%
OWP
1490
Obermeyer Wealth Partners
Colorado
$1.6M +$842K +8,820 +111%
MSWM
1491
Mader & Shannon Wealth Management
Missouri
$1.6M +$1.6M +16,774 New
CWM
1492
Confluence Wealth Management
Oregon
$1.6M -$119K -1,250 -7%
WA
1493
Waverly Advisors
Alabama
$1.59M +$66.8K +699 +4%
DAS
1494
Dynamic Advisor Solutions
Arizona
$1.58M +$58.3K +610 +4%
BAM
1495
Brave Asset Management
New Jersey
$1.58M -$20.2K -211 -1%
CAM
1496
Cacti Asset Management
Georgia
$1.58M – – –
S
1497
SignatureFD
Georgia
$1.58M +$94.1K +985 +6%
TCM
1498
Tributary Capital Management
Nebraska
$1.58M -$28.6K -300 -2%
PAS
1499
Park Avenue Securities
New York
$1.57M +$630K +6,501 +67%
FLI
1500
Family Legacy Inc
South Carolina
$1.57M -$1.36M -14,230 -46%
58 59
60
61 62