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 %
HPWM
1901
Highland Private Wealth Management
Washington
$445K +$7.08K +74 +2%
CI
1902
Cambiar Investors
Colorado
$437K -$141K -1,476 -24%
MMA
1903
Miracle Mile Advisors
California
$436K +$19.9K +209 +5%
APSI
1904
Asset Planning Services Inc
Louisiana
$432K – – –
EP
1905
Edgestream Partners
New Jersey
$432K +$432K +4,525 New
BCP
1906
Berkeley Capital Partners
Georgia
$431K -$711K -7,440 -62%
FM
1907
Family Management
New York
$428K +$134K +1,400 +45%
WA1
1908
Wimmer Associates 1
California
$426K – – –
MAM
1909
Morse Asset Management
Connecticut
$425K +$43.5K +455 +11%
MFW
1910
Mosaic Family Wealth
Missouri
$425K +$104K +1,094 +33%
FPCP
1911
Fort Point Capital Partners
California
$424K +$63.2K +661 +18%
CA
1912
Continuum Advisory
Idaho
$424K +$74.1K +776 +21%
PHAM
1913
Palisades Hudson Asset Management
Florida
$421K +$7.07K +74 +2%
MCM
1914
MV Capital Management
Maryland
$415K -$31.8K -333 -7%
DDC
1915
DF Dent & Co
Maryland
$409K – – –
TFF
1916
The Family Firm
Maryland
$408K +$860 +9 +0.2%
JCP
1917
Jabre Capital Partners
Switzerland
$408K +$408K +4,275 New
CHP
1918
Cable Hill Partners
Oregon
$407K +$55K +576 +16%
EBSAM
1919
Eubel Brady & Suttman Asset Management
Ohio
$403K -$10.6K -111 -3%
RSVP
1920
Ramsay Stattman Vela & Price
Colorado
$401K +$12K +126 +3%
GG
1921
GenWealth Group
New Jersey
$399K – – –
CC
1922
Cornerstone Capital
California
$397K -$11.5K -120 -3%
CCM
1923
Cribstone Capital Management
Maine
$396K -$4.96K -52 -1%
WCBA
1924
Weaver C. Barksdale & Associates
Tennessee
$396K +$396K +4,145 New
EA
1925
Elm Advisors
California
$395K – – –
75 76
77
78 79