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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 %
AAM
1676
American Asset Management
Florida
$939K -$34K -356 -3%
AWM
1677
AllSquare Wealth Management
New York
$939K +$939K +9,834 New
SRSA
1678
S.R. Schill & Associates
Washington
$937K +$4.11K +43 +0.4%
ECAM
1679
East Coast Asset Management
Massachusetts
$933K – – –
KIA
1680
Kopp Investment Advisors
Minnesota
$929K -$29.4K -308 -3%
SSG
1681
Summit Securities Group
New York
$926K -$10.2M -106,700 -92%
DWM
1682
Destination Wealth Management
California
$925K -$802K -8,401 -46%
LC
1683
Lourd Capital
California
$925K +$20.4K +214 +2%
PA
1684
Probity Advisors
Texas
$924K -$2.2K -23 -0.2%
HBWM
1685
Hollow Brook Wealth Management
New York
$920K – – –
PC
1686
PhiloSmith Capital
Connecticut
$912K – – –
SWA
1687
Sutton Wealth Advisors
Florida
$911K +$1.43K +15 +0.2%
PAM
1688
Palisade Asset Management
Minnesota
$904K +$124K +1,300 +16%
GP
1689
GLG Partners
United Kingdom
$903K -$7.22M -75,563 -89%
BL
1690
BFSG LLC
California
$903K -$9.55K -100 -1%
AIP
1691
Ahrens Investment Partners
Louisiana
$888K +$21.4K +224 +2%
GHAM
1692
Gilman Hill Asset Management
Connecticut
$886K -$1.53K -16 -0.2%
RT
1693
Rockland Trust
Massachusetts
$885K -$7.64K -80 -0.9%
AFNAS
1694
American Financial Network Advisory Services
California
$879K +$879K +9,208 New
PC
1695
Palo Capital
California
$876K +$6.78K +71 +0.8%
FDS
1696
First Dallas Securities
Texas
$872K -$56.6K -593 -6%
SFG
1697
Summit Financial Group
West Virginia
$872K -$13.4K -140 -2%
WA
1698
Wheatland Advisors
Pennsylvania
$870K -$669 -7 -0.1%
GC
1699
Grimes & Company
Massachusetts
$868K +$13.6K +142 +2%
RTS
1700
Round Table Services
New Jersey
$867K +$1.24K +13 +0.1%
66 67
68
69 70