JPM icon

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 %
FCH
1551
Freestone Capital Holdings
Washington
$1.4M -$479K -5,021 -26%
OIM
1552
Orca Investment Management
Oregon
$1.4M – – –
LOAMS
1553
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.4M – – –
WP
1554
WMS Partners
Maryland
$1.39M +$40.8K +427 +3%
CIC
1555
Chilton Investment Company
Connecticut
$1.39M -$7.85M -82,214 -85%
PCMM
1556
Private Capital Management (Minnesota)
Minnesota
$1.38M -$201K -2,100 -13%
CWM
1557
Cornerstone Wealth Management
Missouri
$1.38M +$87.2K +900 +7%
EWM
1558
Evermay Wealth Management
Virginia
$1.37M +$25.8K +270 +2%
SCA
1559
Sippican Capital Advisors
Massachusetts
$1.36M -$6.21K -65 -0.5%
AA
1560
ALPS Advisors
Colorado
$1.36M +$134K +1,398 +11%
FFC
1561
First Financial Corp
Indiana
$1.36M -$147K -1,539 -10%
PFM
1562
Phillips Financial Management
Indiana
$1.35M +$14.5K +152 +1%
IR
1563
IAT Reinsurance
New York
$1.35M – – –
LF
1564
Lee Financial
Texas
$1.34M -$30.1K -315 -2%
LCM
1565
Liberty Capital Management
Michigan
$1.33M +$68.2K +685 +5%
FIAS
1566
FinTrust Investment Advisory Services
South Carolina
$1.33M +$1.33M +13,943 New
AEPG
1567
American Economic Planning Group
New Jersey
$1.33M +$26.7K +279 +2%
OFS
1568
Orrstown Financial Services
Pennsylvania
$1.33M -$28.4K -297 -2%
TW
1569
Transform Wealth
Colorado
$1.32M +$1.32M +13,847 New
FNB
1570
Farmers National Bank
Kentucky
$1.32M +$312K +3,265 +31%
SIM
1571
SSI Investment Management
California
$1.3M -$7.55K -79 -0.6%
PG
1572
Proffitt & Goodson
Tennessee
$1.29M -$59.7K -625 -4%
SSP
1573
Sapphire Star Partners
Washington
$1.29M -$34.9K -366 -3%
JIP
1574
Jaffetilchin Investment Partners
Florida
$1.29M +$875K +9,160 +210%
BC
1575
Banced Corp
Illinois
$1.29M -$66.9K -700 -5%
61 62
63
64 65