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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 %
BRM
1701
Boston Research & Management
Massachusetts
$855K +$24.1K +252 +3%
CBA
1702
Coastal Bridge Advisors
Connecticut
$851K – – –
HK
1703
Horizon Kinetics
New York
$851K +$71.6K +750 +9%
BWP
1704
BSW Wealth Partners
Colorado
$848K +$2.39K +25 +0.3%
AIA
1705
Allegis Investment Advisors
Idaho
$848K +$3.53K +37 +0.4%
GWCM
1706
Godshalk Welsh Capital Management
Pennsylvania
$847K – – –
HHC
1707
Hutchin Hill Capital
New York
$840K -$802K -8,400 -49%
ORI
1708
Oak Ridge Investments
Illinois
$838K +$434K +4,539 +107%
VHAM
1709
Van Hulzen Asset Management
California
$837K +$468K +4,900 +127%
SS
1710
Sunbelt Securities
Texas
$836K +$346K +3,626 +71%
WCM
1711
Weik Capital Management
Pennsylvania
$835K +$134K +1,400 +19%
SC
1712
Searle & Co
Connecticut
$833K +$5.25K +55 +0.6%
WA
1713
Wealth Architects
California
$828K +$18.2K +190 +2%
RP
1714
Rowlandmiller & Partners
Georgia
$822K +$79.2K +830 +11%
KAS
1715
Kemnay Advisory Services
New York
$819K -$25.9K -271 -3%
Kayne Anderson Rudnick Investment Management
1716
Kayne Anderson Rudnick Investment Management
California
$819K – – –
HCM
1717
Highlander Capital Management
New Jersey
$818K – – –
NMC
1718
Nine Masts Capital
Hong Kong
$817K +$817K +8,556 New
EWA
1719
Exencial Wealth Advisors
Oklahoma
$813K -$58.8K -616 -7%
SWA
1720
SFMG Wealth Advisors
Texas
$806K +$1.34K +14 +0.2%
SG
1721
StoneX Group
New York
$804K -$1.98M -20,765 -71%
CCG
1722
Chatham Capital Group
Georgia
$803K -$64.5K -675 -7%
GIM
1723
Groesbeck Investment Management
New Jersey
$797K -$32.8K -343 -4%
AWA
1724
Arete Wealth Advisors
Illinois
$793K +$61.2K +641 +8%
MM
1725
Midas Management
New York
$783K – – –
67 68
69
70 71