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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 %
GBT
1576
Grove Bank & Trust
Florida
$1.29M +$355K +3,720 +38%
KF
1577
Krilogy Financial
Missouri
$1.29M -$9.94K -104 -0.8%
LA
1578
Lau Associates
Delaware
$1.28M -$380K -3,984 -23%
BWM
1579
BerganKDV Wealth Management
Minnesota
$1.27M +$467K +4,891 +58%
BEC
1580
Blue Edge Capital
Virginia
$1.26M -$86.6K -907 -6%
WG
1581
Welch Group
Alabama
$1.26M -$47.2K -494 -4%
FM
1582
Forward Management
California
$1.26M +$51.8K +542 +4%
VWA
1583
V Wealth Advisors
Kansas
$1.26M +$30.7K +320 +2%
WIC
1584
Wilkins Investment Counsel
Massachusetts
$1.26M -$57.3K -600 -4%
IIC
1585
Ironwood Investment Counsel
Arizona
$1.24M +$13.7K +143 +1%
SMH
1586
Sanders Morris Harris
Texas
$1.24M – – –
TWI
1587
Thomas White International
Illinois
$1.23M -$478 -5 -0%
PIM
1588
Profit Investment Management
Maryland
$1.23M – – –
SFA
1589
Sequoia Financial Advisors
Ohio
$1.23M +$102K +1,070 +9%
HEIP
1590
Hudson Edge Investment Partners
New Jersey
$1.22M -$4.78K -50 -0.4%
CPO
1591
Cerity Partners OCIO
New York
$1.22M +$38.2K +416 +3%
FNBTCON
1592
First National Bank & Trust Co of Newtown
Pennsylvania
$1.21M +$81.7K +855 +7%
Squarepoint
1593
Squarepoint
New York
$1.2M -$349K -3,656 -23%
SLT
1594
St Louis Trust
Missouri
$1.2M – – –
PP
1595
PagnatoKarp Partners
Virginia
$1.2M +$50.4K +528 +4%
Carson Wealth (CWM LLC)
1596
Carson Wealth (CWM LLC)
Nebraska
$1.2M -$179K -1,872 -13%
GIM
1597
Greylin Investment Management
Virginia
$1.2M -$4.3K -45 -0.4%
CAM
1598
Concorde Asset Management
Michigan
$1.19M +$421K +4,401 +54%
BCM
1599
Brown Capital Management
Maryland
$1.19M -$147K -1,541 -11%
MCM
1600
Maple Capital Management
Vermont
$1.18M – – –
62 63
64
65 66