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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 %
CA
1726
Cambridge Advisors
Nebraska
$783K +$2.39K +25 +0.3%
TCB
1727
Texas Capital Bancshares
Texas
$781K +$307K +3,215 +65%
KSA
1728
Ken Stern & Associates
California
$780K -$13K -136 -2%
FNBSF
1729
First National Bank Sioux Falls
South Dakota
$777K +$70.7K +740 +10%
RWM
1730
Ritholtz Wealth Management
New York
$774K +$110K +1,150 +17%
BCM
1731
Bienville Capital Management
New York
$771K +$63.6K +666 +9%
MCM
1732
Manchester Capital Management
Vermont
$770K -$510K -5,341 -40%
ACM
1733
Armbruster Capital Management
New York
$767K -$9.55K -100 -1%
GLI
1734
Guardian Life Insurance
New York
$765K -$2.67K -28 -0.3%
HA
1735
Harbor Advisors
Florida
$764K – – –
BWM
1736
Baystate Wealth Management
Massachusetts
$754K +$15.6K +162 +2%
LI
1737
Lafayette Investments
Maryland
$752K +$3.72K +39 +0.5%
SA
1738
SpiderRock Advisors
Delaware
$746K -$4K – –
GRP
1739
Global Retirement Partners
California
$746K +$99.4K +1,041 +15%
VF
1740
Virtu Financial
New York
$745K -$800K -8,377 -52%
WC
1741
Whitnell & Co
Illinois
$742K +$191 +2 +0%
IF
1742
IRON Financial
Illinois
$741K +$9.83K +103 +1%
PFA
1743
Paradigm Financial Advisors
Missouri
$737K +$87.8K +920 +14%
CCC
1744
Chelsea Counsel Company
California
$737K +$737K +7,712 New
PCM
1745
Perritt Capital Management
Illinois
$736K -$14.3K -150 -2%
CAMG
1746
CWA Asset Management Group
Florida
$735K +$285K +2,985 +63%
PCMC
1747
Paragon Capital Management (Colorado)
Colorado
$733K +$46.4K +486 +7%
BOS
1748
Bingham Osborn & Scarborough
California
$733K +$230K +2,410 +46%
OLA
1749
Oliver Luxxe Assets
New Jersey
$729K -$78.7K -824 -10%
MCA
1750
Mercer Capital Advisers
New Jersey
$725K – – –
68 69
70
71 72