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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 %
AF
1776
Affiance Financial
Minnesota
$669K +$7.17K +75 +1%
SXL
1777
Summit X LLC
Missouri
$668K +$52.5K +552 +9%
AWE
1778
Avidian Wealth Enterprises
Texas
$666K +$955 +10 +0.1%
DHFB
1779
Dixon Hubard Feinour & Brown
Virginia
$664K -$115K -1,200 -15%
NED
1780
Nancy E. Dempze
$663K – – –
AWM
1781
Arbor Wealth Management
Florida
$658K -$220K -2,260 -25%
NHC
1782
Nicholas Hoffman & Company
Georgia
$658K +$18.1K +189 +3%
WDL
1783
Well Done LLC
Michigan
$657K +$10K +105 +2%
RHAM
1784
Round Hill Asset Management
California
$650K – – –
2L
1785
22NW LP
Washington
$649K -$458K -4,800 -41%
PL
1786
Plancorp LLC
Missouri
$649K +$37.9K +396 +6%
KIC
1787
Keating Investment Counselors
Florida
$648K -$28.7K -300 -4%
ADBIC
1788
A.D. Beadell Investment Counsel
Wisconsin
$647K – – –
IIA
1789
IPG Investment Advisors
California
$646K +$10K +105 +2%
PGA
1790
Portland Global Advisors
Maine
$640K -$31K -325 -5%
IIM
1791
Ironwood Investment Management
Massachusetts
$637K – – –
HHGA
1792
Halbert Hargrove Global Advisors
California
$636K -$10.4K -109 -2%
LCM
1793
LVM Capital Management
Michigan
$636K – – –
GSBTD
1794
Glenview State Bank Trust Department
Illinois
$631K – – –
QSS
1795
Quantitative Systematic Strategies
Florida
$631K +$283K +2,967 +82%
TIM
1796
Tortoise Investment Management
New York
$631K +$444K +4,650 +237%
AIM
1797
Arcadia Investment Management
Michigan
$624K -$38.7K -405 -6%
WMC
1798
Westwood Management Corporation
Illinois
$621K – – –
PCM
1799
Penserra Capital Management
California
$612K +$67.9K +712 +12%
TDC
1800
Thompson Davis & Co
Virginia
$611K +$408K +4,269 +201%
70 71
72
73 74