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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 %
CM
1526
Churchill Management
California
$1.47M -$17.5K -183 -1%
KS
1527
Karpas Strategies
Connecticut
$1.47M +$1.43K +15 +0.1%
BIC
1528
Bridges Investment Counsel
Nebraska
$1.47M -$3.91M -40,960 -73%
MBT
1529
Monroe Bank & Trust
Michigan
$1.47M +$71.3K +746 +5%
FMLI
1530
Fukoku Mutual Life Insurance
Japan
$1.47M +$9.55K +100 +0.7%
AI
1531
Accredited Investors
Minnesota
$1.47M +$256K +2,678 +21%
MBT
1532
Montecito Bank & Trust
California
$1.46M -$10.8K -113 -0.7%
MSU
1533
Mizuho Securities USA
New York
$1.46M +$1.46M +15,307 New
NL
1534
NWAM LLC
Washington
$1.46M -$7.26K -76 -0.5%
VNIM
1535
Vaughan Nelson Investment Management
Texas
$1.46M – – –
NFC
1536
Northeast Financial Consultants
Connecticut
$1.45M -$47.8K -500 -3%
BWM
1537
BigSur Wealth Management
Florida
$1.45M – – –
DAM
1538
Delta Asset Management
Tennessee
$1.44M +$74.7K +782 +5%
BMC
1539
Benin Management Corp
Connecticut
$1.44M -$325K -3,400 -18%
CWP
1540
Capital Wealth Planning
Florida
$1.43M -$25.8M -270,179 -95%
FC
1541
Forte Capital
New York
$1.43M +$478 +5 +0%
SOAMC
1542
Spirit of America Management Corp
New York
$1.43M – – –
HIC
1543
Hartline Investment Corp
Illinois
$1.43M +$4.59K +48 +0.3%
ACP
1544
Ashfield Capital Partners
California
$1.43M – – –
SCG
1545
Sonata Capital Group
Washington
$1.42M – – –
SCM
1546
Southport Capital Management
Tennessee
$1.41M +$19.1K +200 +1%
ZCI
1547
Zevenbergen Capital Investments
Washington
$1.41M +$48.7K +510 +4%
PBO
1548
Peoples Bank (Ohio)
Ohio
$1.41M -$2.39K -25 -0.2%
GC
1549
Giverny Capital
Quebec, Canada
$1.41M +$225K +2,357 +19%
SJIM
1550
St. Johns Investment Management
Florida
$1.41M -$7.36K -77 -0.5%
60 61
62
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