JPM icon

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 %
OFW
1851
Omnia Family Wealth
Florida
$518K -$29.1K -305 -5%
TG
1852
TLP Group
Illinois
$518K +$294K +3,079 +131%
MSAM
1853
Moloney Securities Asset Management
Missouri
$516K – – –
AZA
1854
Arthur Zaske & Associates
Michigan
$515K – – –
SIM
1855
Sadoff Investment Management
Wisconsin
$515K +$129K +1,350 +33%
RFA
1856
Reilly Financial Advisors
California
$514K -$5.83K -61 -1%
RG
1857
Rikoon Group
New Mexico
$512K +$122K +1,280 +31%
ACM
1858
Alethea Capital Management
Washington
$511K -$2.01M -21,008 -80%
REMPR
1859
Roof Eidam Maycock Peralta (REMP)
California
$511K – – –
HCC
1860
Hirtle Callaghan & Co
Pennsylvania
$509K +$477K +5,000 +1,506%
WIA
1861
Westbourne Investment Advisors
Maryland
$507K – – –
HWA
1862
Heritage Wealth Advisors
Virginia
$503K +$38.8K +406 +8%
MC
1863
Miles Capital
Iowa
$502K -$47.8K -501 -9%
GCP
1864
GSA Capital Partners
United Kingdom
$502K +$502K +5,253 New
FCFS
1865
First Command Financial Services
Texas
$501K -$17.1K -179 -3%
FCB
1866
First Command Bank
Texas
$501K -$17.1K -179 -3%
MC
1867
Marcus Capital
Illinois
$501K – – –
CVM
1868
Cheviot Value Management
California
$501K +$37.7K +394 +8%
OAM
1869
Oberweis Asset Management
Illinois
$500K -$14K -147 -3%
PAA
1870
Peregrine Asset Advisers
Oregon
$498K – – –
CCM
1871
Consolidated Capital Management
California
$498K +$125K +1,309 +34%
SEC
1872
Seven Eight Capital
New York
$497K -$593K -6,200 -54%
FWP
1873
FAS Wealth Partners
Kansas
$495K +$4.78K +50 +1%
SIC
1874
SFE Investment Counsel
California
$492K -$107K -1,120 -18%
WCM
1875
Windsor Capital Management
Arizona
$490K – – –
73 74
75
76 77