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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 %
NCM
1801
Northside Capital Management
Oregon
$610K – – –
MJRIC
1802
Mogy Joel R Investment Counsel
California
$606K – – –
CA
1803
Cornerstone Advisory
Maryland
$605K -$42.4K -444 -7%
RMCM
1804
Reynders McVeigh Capital Management
Massachusetts
$605K -$13.5K -141 -2%
FAM
1805
Fortaleza Asset Management
Illinois
$605K – – –
HA
1806
Hamel Associates
New Jersey
$604K -$148K -1,550 -20%
TRIM
1807
Thompson Rubinstein Investment Management
Oregon
$597K – – –
FHC
1808
First Heartland Consultants
Missouri
$596K -$102K -1,070 -15%
BCM
1809
Brookstone Capital Management
Illinois
$589K +$45.5K +477 +8%
AW
1810
Alpha Windward
Massachusetts
$584K -$57.6K -603 -9%
MIC
1811
Meridian Investment Counsel
California
$584K – – –
PFGIA
1812
Patriot Financial Group Insurance Agency
Massachusetts
$582K +$332K +3,441 +133%
BFG
1813
Beacon Financial Group
Texas
$581K +$88K +921 +18%
JT
1814
Jump Trading
Illinois
$581K +$581K +6,084 New
FWM
1815
Focused Wealth Management
New York
$580K +$61.6K +645 +12%
PCM
1816
Prelude Capital Management
New York
$578K -$1.03M -10,730 -64%
SFG
1817
SNS Financial Group
Minnesota
$578K -$160K -1,675 -22%
RB
1818
Rodgers Brothers
Pennsylvania
$575K -$33.4K -350 -5%
CIP
1819
Capital Insight Partners
Arizona
$573K +$187K +1,954 +48%
VC
1820
Vicus Capital
Pennsylvania
$572K -$19.2K -201 -3%
EAM
1821
Evanson Asset Management
California
$571K +$9.94K +104 +2%
NVIM
1822
New Vernon Investment Management
Illinois
$569K – – –
NFP
1823
Narus Financial Partners
Utah
$568K – – –
MFW
1824
Meristem Family Wealth
Minnesota
$568K – – –
DA
1825
Doliver Advisors
Texas
$566K +$80.2K +840 +17%
71 72
73
74 75