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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 %
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$185M +$2.18M +22,874 +1%
AG
152
Aperio Group
California
$180M +$11.7M +122,261 +7%
GT
153
Glenmede Trust
Pennsylvania
$178M +$142K +1,485 +0.1%
Calamos Advisors
154
Calamos Advisors
Illinois
$176M +$3.79M +39,659 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
155
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$174M -$13.8M -143,800 -7%
AC
156
Alleghany Corporation
New York
$172M +$5.25M +55,000 +3%
RFS
157
Rockefeller Financial Services
New York
$171M -$862K -9,026 -0.5%
KBC Group
158
KBC Group
Belgium
$171M +$2.21M +23,129 +1%
RFC
159
Regions Financial Corp
Alabama
$170M -$1.23M -12,930 -0.7%
1832 Asset Management
160
1832 Asset Management
Ontario, Canada
$169M -$87.9M -948,190 -34%
HNB
161
Huntington National Bank
Ohio
$169M -$1.7M -17,783 -1%
CBT
162
Capital Bank & Trust
California
$168M -$122K -1,280 -0.1%
OAC
163
OMERS Administration Corp
Ontario, Canada
$168M +$33M +345,705 +24%
RCAMU
164
Rothschild & Co Asset Management US
Connecticut
$165M -$5.37M -56,264 -3%
ACI
165
AMP Capital Investors
Australia
$163M -$7.05M -73,811 -4%
BCIM
166
British Columbia Investment Management
British Columbia, Canada
$162M -$1.85M -19,397 -1%
WHG
167
Westwood Holdings Group
Texas
$161M -$18.2M -191,041 -10%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$160M -$4.85M -50,813 -3%
SI
169
Sentry Investments
Ontario, Canada
$158M +$2.31M +24,150 +1%
LCS
170
Levin Capital Strategies
New York
$156M +$6.04M +63,238 +4%
SCCM
171
Schafer Cullen Capital Management
New York
$152M -$26.4M -276,160 -15%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$152M +$7.98M +83,510 +6%
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
$151M +$978K +10,239 +0.7%
N
174
Natixis
France
$148M +$6.57M +68,839 +5%
EAM
175
Eagle Asset Management
Florida
$142M +$214K +2,213 +0.2%
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