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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 %
JFA
1651
JNBA Financial Advisors
Minnesota
$1.02M +$21K +220 +2%
CPC
1652
Cookson Peirce & Co
Pennsylvania
$1.02M +$16.6K +174 +2%
RP
1653
Riverbridge Partners
Minnesota
$1.01M – – –
BO
1654
Bank OZK
Arkansas
$1.01M -$2.1K -22 -0.2%
AA
1655
Alesco Advisors
New York
$1.01M +$1.72K +18 +0.2%
MCWS
1656
McKinley Carter Wealth Services
West Virginia
$1M +$382 +4 +0%
PK
1657
Pflug Koory
Nebraska
$997K -$95.5K -1,000 -9%
FPFS
1658
First Personal Financial Services
North Carolina
$996K +$24.1K +252 +2%
MWM
1659
Mission Wealth Management
California
$991K +$24.9K +261 +3%
CWG
1660
C WorldWide Group
Denmark
$984K – – –
GCMG
1661
Gyroscope Capital Management Group
Florida
$971K +$10.6K +111 +1%
TC
1662
Telemus Capital
Michigan
$970K -$1.1M -11,491 -53%
NFA
1663
Nuveen Fund Advisors
Illinois
$967K -$439K -4,590 -31%
CAM
1664
ClariVest Asset Management
California
$965K -$37K -387 -4%
RGIA
1665
Rainier Group Investment Advisory
Washington
$964K – – –
LJHT
1666
Laurie J. Hall Trustee
$957K -$26.3K -275 -3%
AF
1667
Ally Financial
Michigan
$955K -$7.16M -75,000 -88%
SFG
1668
Sather Financial Group
Texas
$953K – – –
MA
1669
MCF Advisors
Kentucky
$951K +$89.6K +938 +10%
CPA
1670
Capital Planning Advisors
California
$948K +$167K +1,745 +21%
GAG
1671
GM Advisory Group
New York
$947K -$23.9K -250 -2%
JFGLC
1672
Johnson Financial Group LLC (Colorado)
Colorado
$944K +$82.6K +866 +10%
CGA
1673
Crescent Grove Advisors
Illinois
$942K – – –
RIA
1674
Regal Investment Advisors
Michigan
$942K +$22.5K +236 +2%
QI
1675
Quotient Investors
New York
$941K -$1.45M -15,200 -61%
65 66
67
68 69