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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 %
DW
1876
Domani Wealth
Pennsylvania
$489K -$6.3K -66 -1%
KA
1877
Klingman & Associates
New York
$487K -$10.6K -111 -2%
WA
1878
WBH Advisory
Maryland
$485K -$1.18K -35 -0.2%
DWM
1879
Darwin Wealth Management
Florida
$483K -$668 -7 -0.1%
ODCM
1880
Old Dominion Capital Management
Virginia
$482K +$10.3K +108 +2%
VNA
1881
Valley National Advisers
Pennsylvania
$480K +$13.2K +138 +3%
CAIMH
1882
Central Asset Investments & Management Holdings
Hong Kong
$478K -$2.85M -29,800 -86%
BRA
1883
Bender Robert & Associates
California
$477K -$7.17K -75 -1%
FC
1884
Financial Consulate
Maryland
$477K +$87.5K +916 +22%
FBT
1885
First Bank & Trust
South Dakota
$476K -$20.9K -219 -4%
LI
1886
LVZ Inc
Michigan
$474K +$96 +1 +0%
AIM
1887
Allen Investment Management
New York
$473K +$196K +2,049 +70%
WDA
1888
Wendell David Associates
New Hampshire
$472K +$31.1K +326 +7%
EIA
1889
Edgemoor Investment Advisors
Maryland
$471K +$17.8K +186 +4%
DAM
1890
Doheny Asset Management
California
$469K – – –
RIG
1891
Renaissance Investment Group
Massachusetts
$469K – – –
SAM
1892
SignalPoint Asset Management
Missouri
$469K +$469K +4,918 New
SFM
1893
Signet Financial Management
New Jersey
$466K +$221K +2,313 +90%
FAM
1894
Formidable Asset Management
Ohio
$461K +$80.6K +844 +21%
FIG
1895
FundX Investment Group
California
$460K – – –
HAIM
1896
Hunter Associates Investment Management
Pennsylvania
$459K -$4.78K -50 -1%
WA
1897
WealthTrust Axiom
Pennsylvania
$458K +$150K +1,569 +49%
VNA
1898
VNBTrust National Association
Virginia
$457K -$26.3K -275 -5%
BWA
1899
Burt Wealth Advisors
Maryland
$447K +$32.8K +343 +8%
AAP
1900
Arax Advisory Partners
Colorado
$446K -$8.01K -84 -2%
74 75
76
77 78