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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 %
FLII
1826
First Long Island Investors
New York
$564K +$102K +1,072 +22%
MCA
1827
Morris Capital Advisors
Pennsylvania
$563K +$2.2K +23 +0.4%
AWM
1828
Affinity Wealth Management
Delaware
$561K +$18.7K +196 +3%
PIM
1829
Provident Investment Management
Michigan
$560K – – –
STMM
1830
South Texas Money Management
Texas
$555K +$126K +1,314 +29%
MLIC
1831
Mandatum Life Insurance Company
Finland
$554K -$47.8K -500 -8%
GC
1832
Gratry & Company
Ohio
$554K -$46.3K -485 -8%
CCP
1833
Clarkston Capital Partners
Michigan
$554K +$24K +251 +5%
SMM
1834
Stadion Money Management
Georgia
$550K -$169K -1,769 -24%
KFA
1835
Kelleher Financial Advisors
New York
$547K -$41.5K -435 -7%
BB
1836
Bell Bank
North Dakota
$547K -$23.1K -242 -4%
Members Trust
1837
Members Trust
Florida
$545K -$13.1K -137 -2%
ID
1838
Integral Derivatives
New York
$544K +$544K +5,699 New
AF
1839
Aldebaran Financial
$543K +$9.85K +103 +2%
BAM
1840
Bruderman Asset Management
New York
$540K +$2.48K +26 +0.5%
MCIA
1841
Mountain Capital Investment Advisors
Colorado
$540K +$288K +3,018 +114%
RPAM
1842
Rhenman & Partners Asset Management
Sweden
$539K +$76.8K +804 +17%
CCMW
1843
Cypress Capital Management (Wyoming)
Wyoming
$535K -$14.3K -150 -3%
MWP
1844
Moller Wealth Partners
$535K – – –
SE
1845
Summit Equities
New Jersey
$534K -$6.59K -69 -1%
TPW
1846
Tiller Private Wealth
Pennsylvania
$534K -$143K -1,500 -21%
BHA
1847
Beech Hill Advisors
New York
$532K – – –
TAM
1848
Trillium Asset Management
Massachusetts
$527K +$135K +1,409 +34%
CCA
1849
Clearwater Capital Advisors
Illinois
$521K +$35.3K +366 +7%
BFA
1850
Beaumont Financial Advisors
Massachusetts
$520K -$56.5K -591 -10%
72 73
74
75 76