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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 %
MA
1926
Marshwinds Advisory
Georgia
$393K +$572 +6 +0.1%
IT
1927
Independence Trust
Tennessee
$392K +$10.5K +110 +3%
MKC
1928
M. Kraus & Co
Vermont
$391K -$23.1K -242 -6%
AGM
1929
Alpine Global Management
New York
$391K +$391K +4,096 New
GEM
1930
Global Endowment Management
North Carolina
$390K -$28.7K -300 -7%
ST
1931
Sabal Trust
Florida
$389K +$7.55K +79 +2%
CCM
1932
Carlson Capital Management
Minnesota
$388K -$15.7K -164 -4%
BCM
1933
Baltimore Capital Management
Maryland
$388K +$9.56K +100 +3%
DCM
1934
Driehaus Capital Management
Illinois
$387K -$192K -2,013 -33%
GAMC
1935
Garner Asset Management Corp
Texas
$387K +$287 +3 +0.1%
CC
1936
Cedar Capital
Illinois
$387K +$55.8K +584 +17%
SWK
1937
Stephen W. Kidder
$381K – – –
BJ
1938
Brouwer & Janachowski
California
$376K -$452K -4,742 -55%
PV
1939
Private Vista
Illinois
$376K +$3.16K +33 +0.8%
VCM
1940
Versant Capital Management
Arizona
$374K -$9.72K -102 -3%
GC
1941
Gilbert & Cook
Iowa
$368K -$429K -4,492 -54%
ACM
1942
AUA Capital Management
Pennsylvania
$367K – – –
HPIA
1943
Hamilton Point Investment Advisors
North Carolina
$363K – – –
EF
1944
Empirical Finance
Pennsylvania
$361K – – –
LIA
1945
LBMC Investment Advisors
Tennessee
$360K +$120K +1,261 +50%
FAN
1946
Financial Advisors Network
California
$359K +$2.87K +30 +0.8%
HF
1947
HRT Financial
New York
$358K +$16.8K +176 +5%
LRIC
1948
Long Road Investment Counsel
Michigan
$356K – – –
PAG
1949
Pinnacle Advisory Group
Maryland
$356K +$9.85K +103 +3%
AIS
1950
American Investment Services
Massachusetts
$356K +$63.1K +660 +22%
76 77
78
79 80