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JPMorgan Chase
JPM

Overview Fund Activity

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$437M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$425M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$361M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$340M
5
Ameriprise
Ameriprise
Minnesota
+$322M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.42B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$634M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$437M
4
State Street
State Street
Massachusetts
-$356M
5
TP
Third Point
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$174M +$4.81M +52,598 +3%
WHG
152
Westwood Holdings Group
Texas
$172M +$6.56M +71,734 +4%
SCCM
153
Schafer Cullen Capital Management
New York
$171M -$7.8M -85,369 -4%
PAMU
154
Pictet Asset Management (UK)
United Kingdom
$167M -$4.46M -54,300 -3%
RFS
155
Rockefeller Financial Services
New York
$165M -$7.52M -82,276 -4%
Calamos Advisors
156
Calamos Advisors
Illinois
$165M -$22.8M -249,860 -12%
UIM
157
USS Investment Management
United Kingdom
$165M – – –
GT
158
Glenmede Trust
Pennsylvania
$164M – – –
RFC
159
Regions Financial Corp
Alabama
$164M -$6.86M -75,085 -4%
HNB
160
Huntington National Bank
Ohio
$163M +$3.88M +42,428 +2%
RCAMU
161
Rothschild & Co Asset Management US
Connecticut
$163M -$2.24M -24,551 -1%
ACI
162
AMP Capital Investors
Australia
$163M +$10.2M +112,213 +7%
CBT
163
Capital Bank & Trust
California
$161M +$161M +1,763,191 New
KBC Group
164
KBC Group
Belgium
$161M +$7.75M +84,793 +5%
AG
165
Aperio Group
California
$161M +$15.1M +165,272 +10%
AC
166
Alleghany Corporation
New York
$159M – – –
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$157M -$5.29M -57,884 -3%
BCIM
168
British Columbia Investment Management
British Columbia, Canada
$157M -$6.44M -70,469 -4%
GA
169
Geneva Advisors
Illinois
$153M +$2.56M +27,986 +2%
BWA
170
Brave Warrior Advisors
New York
$153M -$1.36M -14,856 -0.9%
Barclays
171
Barclays
United Kingdom
$150M -$38.2M -417,741 -20%
SI
172
Sentry Investments
Ontario, Canada
$149M -$10.1M -110,100 -6%
NIMC
173
NWQ Investment Management Company
California
$148M -$7.63M -83,524 -5%
JPMPWA
174
J.P. Morgan Private Wealth Advisors
California
$143M -$602K -6,586 -0.4%
LCS
175
Levin Capital Strategies
New York
$143M +$2.46M +26,918 +2%
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