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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 %
RA
1626
RFG Advisory
Alabama
$1.11M +$248K +2,577 +29%
RCA
1627
Rex Capital Advisors
Rhode Island
$1.1M +$19.1K +200 +2%
LC
1628
Loews Corp
New York
$1.1M – – –
B
1629
Brightworth
Georgia
$1.09M +$864K +9,043 +378%
CAAS
1630
Capital Asset Advisory Services
Michigan
$1.09M – – –
CAM
1631
Covenant Asset Management
New Jersey
$1.09M – – –
PFBT
1632
Parkside Financial Bank & Trust
Missouri
$1.08M -$47.6K -499 -4%
CL
1633
CSS LLC
Illinois
$1.08M – – –
PWAP
1634
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.07M – – –
IWM
1635
IHT Wealth Management
Illinois
$1.07M -$246K -2,556 -19%
GIA
1636
Granite Investment Advisors
New Hampshire
$1.06M -$3.34K -35 -0.3%
PMFA
1637
Plante Moran Financial Advisors
Michigan
$1.06M – – –
HFA
1638
High Falls Advisors
New York
$1.05M +$23.6K +247 +2%
MIS
1639
Morningstar Investment Services
Illinois
$1.05M +$71.4K +748 +7%
TMC
1640
Trellus Management Company
Florida
$1.05M – – –
MIM
1641
Miller Investment Management
Pennsylvania
$1.05M +$95.5K +1,000 +10%
NGA
1642
Naples Global Advisors
Florida
$1.05M +$69K +722 +7%
AP
1643
Atwood & Palmer
Missouri
$1.05M +$72.2K +756 +7%
LCM
1644
Logan Capital Management
Pennsylvania
$1.05M +$182K +1,905 +21%
BHC
1645
Bowen Hanes & Co
Florida
$1.04M +$16.2K +170 +2%
PAMG
1646
Patton Albertson Miller Group
Tennessee
$1.04M -$45.2K -466 -4%
GCA
1647
Gideon Capital Advisors
New York
$1.04M +$1.04M +10,914 New
NA
1648
Navellier & Associates
Nevada
$1.04M -$362K -3,787 -26%
BFPW
1649
BOK Financial Private Wealth
Colorado
$1.04M -$5.35K -56 -0.5%
BHBT
1650
Burke & Herbert Bank & Trust
Virginia
$1.04M – – –
64 65
66
67 68