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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 %
NP
1501
Ninepoint Partners
Ontario, Canada
$1.57M +$1.57M +16,405 New
GBBWRPM
1502
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.56M -$38.1K -399 -2%
MGIA
1503
Moneta Group Investment Advisors
Missouri
$1.56M -$2.67M -27,916 -63%
NAMA
1504
Nikko Asset Management Americas
New York
$1.55M +$38.2K +400 +3%
CCM
1505
Canal Capital Management
Virginia
$1.55M -$207K -2,165 -12%
ECM
1506
Evergreen Capital Management
Washington
$1.55M +$611K +6,397 +65%
NFG
1507
Next Financial Group
Texas
$1.54M -$123K -1,278 -7%
EHC
1508
Everett Harris & Co
California
$1.54M +$6.69K +70 +0.4%
DA
1509
Dillon & Associates
Michigan
$1.53M +$230K +2,397 +18%
VFM
1510
Viking Fund Management
North Dakota
$1.53M – – –
HAI
1511
Hennessy Advisors Inc
California
$1.53M – – –
AIM
1512
Aspen Investment Management
Michigan
$1.53M +$78.8K +825 +5%
FPIS
1513
Financial Planning & Information Services
Wisconsin
$1.53M – – –
KTC
1514
Kistler-Tiffany Companies
Pennsylvania
$1.53M +$327K +3,423 +27%
ACM
1515
Avalon Capital Management
California
$1.52M -$4.78K -50 -0.3%
SFSG
1516
Stearns Financial Services Group
North Carolina
$1.51M -$18.7K -196 -1%
NAM
1517
Needelman Asset Management
California
$1.5M -$11K -115 -0.7%
WPW
1518
Waldron Private Wealth
Pennsylvania
$1.5M +$142K +1,490 +10%
IP
1519
Investment Partners
Ohio
$1.5M +$79K +827 +6%
GEA
1520
Glen Eagle Advisors
New Jersey
$1.5M -$936K -9,803 -38%
AP
1521
AHL Partners
United Kingdom
$1.5M +$1.25M +13,091 +508%
AAS
1522
Annex Advisory Services
Wisconsin
$1.49M +$135K +1,410 +10%
CCG
1523
Ceeto Capital Group
Florida
$1.48M +$1.48M +15,500 New
PFSC
1524
Peoples Financial Services Corp
Pennsylvania
$1.47M -$19.1K -200 -1%
HCM
1525
Hodges Capital Management
Texas
$1.47M -$10K -105 -0.7%
59 60
61
62 63