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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 %
FP
1751
FDO Partners
Massachusetts
$723K -$967K -10,135 -57%
LFG
1752
LifePlan Financial Group
Ohio
$714K +$7.35K +77 +1%
SIM
1753
Sonora Investment Management
Arizona
$707K +$25.5K +267 +4%
IIM
1754
Intact Investment Management
Quebec, Canada
$707K – – –
GI
1755
GS Investments
Minnesota
$707K – – –
WA
1756
WESPAC Advisors
California
$702K +$12.8K +134 +2%
CWM
1757
Connecticut Wealth Management
Connecticut
$701K -$11.9K -124 -2%
WI
1758
Wafra Inc
New York
$700K -$4.9M -51,269 -87%
CAPTRUST Financial Advisors
1759
CAPTRUST Financial Advisors
North Carolina
$698K +$698K +6,206 New
BA
1760
BKS Advisors
Michigan
$697K -$15.3K -160 -2%
WSL
1761
Western Standard LLC
California
$697K – – –
CAS
1762
Cue Advisory Services
Arizona
$697K +$224K +2,341 +47%
RW
1763
REDW Wealth
New Mexico
$696K +$23.9K +250 +4%
CBT
1764
Central Bank & Trust
Kentucky
$695K -$30.9K -324 -4%
SBWM
1765
Sunflower Bank Wealth Management
Arizona
$694K -$764K -8,000 -52%
JWA
1766
JFS Wealth Advisors
Pennsylvania
$693K +$226K +2,369 +48%
RP
1767
Reinhart Partners
Wisconsin
$691K -$64.9K -680 -9%
CIM
1768
Confluence Investment Management
Missouri
$686K -$12K -126 -2%
CYG
1769
Clean Yield Group
Vermont
$683K – – –
FA
1770
Fortis Advisors
Pennsylvania
$677K -$765K -8,019 -53%
PCM
1771
Pointe Capital Management
Michigan
$676K – – –
Edgewood Management
1772
Edgewood Management
Connecticut
$673K – – –
CCB
1773
Cutter & Co Brokerage
Missouri
$673K – – –
WAP
1774
Wealthcare Advisory Partners
Pennsylvania
$672K +$672K +7,036 New
CAG
1775
Crestwood Advisors Group
Massachusetts
$670K +$32.1K +336 +5%
69 70
71
72 73