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 %
AIM
1601
Acropolis Investment Management
Missouri
$1.18M -$209K -2,190 -15%
DCM
1602
Dimension Capital Management
Florida
$1.18M -$16.9K -177 -1%
CG
1603
CFO4Life Group
Texas
$1.18M +$72.9K +763 +7%
SQA
1604
Simon Quick Advisors
New Jersey
$1.17M +$644K +6,745 +122%
TPWA
1605
TRUE Private Wealth Advisors
Oregon
$1.17M -$19K -199 -2%
NWP
1606
Northstar Wealth Partners
Connecticut
$1.17M -$546K -5,660 -32%
HIC
1607
Holderness Investments Company
North Carolina
$1.16M -$6.69K -70 -0.6%
CHJWM
1608
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.15M -$104K -1,089 -8%
FPCG
1609
Fort Pitt Capital Group
Pennsylvania
$1.14M +$275K +2,882 +32%
PAM
1610
PVG Asset Management
Colorado
$1.14M -$3.82K -40 -0.3%
GLA
1611
Good Life Advisors
Pennsylvania
$1.14M +$13.1K +135 +1%
SMC
1612
Smith, Moore & Co
Missouri
$1.13M +$477K +4,995 +73%
GWM
1613
Greenwich Wealth Management
Connecticut
$1.13M -$51.9K -544 -4%
FCMT
1614
Founders Capital Management (Texas)
Texas
$1.13M -$14.1K -148 -1%
TNAM
1615
Terra Nova Asset Management
New York
$1.13M +$52K +545 +5%
LNB
1616
Ledyard National Bank
$1.13M +$268K +2,806 +31%
AFP
1617
Ausdal Financial Partners
Iowa
$1.12M +$98.7K +1,033 +10%
EM
1618
ELCO Management
New York
$1.12M -$9.55K -100 -0.8%
KA
1619
Kovack Advisors
Florida
$1.12M +$296K +3,101 +36%
CAW
1620
Cornerstone Advisors (Washington)
Washington
$1.11M -$16.7K -175 -1%
HJA
1621
Hugh Johnson Advisors
New York
$1.11M +$413K +4,327 +59%
JCM
1622
Jacobi Capital Management
Pennsylvania
$1.11M +$104K +1,077 +10%
ZDA
1623
Zweig-DiMenna Associates
New York
$1.11M -$7.12M -74,523 -87%
LC
1624
LCNB Corp
Ohio
$1.11M +$14.1K +148 +1%
SAM
1625
Shamrock Asset Management
Texas
$1.11M -$51.5K -539 -4%
63 64
65
66 67