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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 %
NFG
1951
Nadler Financial Group
Illinois
$355K +$478 +5 +0.1%
FCIM
1952
Fairview Capital Investment Management
California
$354K +$354K +3,705 New
MWM
1953
Merriman Wealth Management
Washington
$352K +$131K +1,368 +59%
KP
1954
Keel Point
Alabama
$351K +$21.9K +230 +7%
FCMC
1955
Founders Capital Management (Connecticut)
Connecticut
$347K +$1.91K +20 +0.6%
ICM
1956
IMS Capital Management
Oregon
$346K -$151K -1,586 -30%
BC
1957
Blueport Capital
Texas
$346K -$63K -660 -15%
IHL
1958
Investment House LLC
California
$346K – – –
EWM
1959
Empirical Wealth Management
Washington
$346K +$13K +136 +4%
SNBOSD
1960
Security National Bank of So Dak
Iowa
$345K -$1.24K -13 -0.4%
ZIG
1961
Zuckerman Investment Group
Illinois
$343K – – –
MWM
1962
Modera Wealth Management
New Jersey
$343K +$5.64K +59 +2%
WRM
1963
Weybosset Research & Management
Rhode Island
$343K +$7.17K +75 +2%
HWM
1964
Highwater Wealth Management
Colorado
$342K -$37.4K -391 -10%
RWA
1965
RGT Wealth Advisors
Texas
$338K +$8.42K +88 +3%
LCP
1966
Legacy Capital Partners
Wisconsin
$337K – – –
DIP
1967
DT Investment Partners
Pennsylvania
$334K +$39.2K +410 +13%
SL
1968
Summitry LLC
California
$334K +$334K +3,496 New
SFS
1969
Summit Financial Strategies
Ohio
$333K -$86.6K -908 -21%
PCP
1970
Proficio Capital Partners
Massachusetts
$330K -$83.1K -870 -20%
HKIM
1971
Hayek Kallen Investment Management
Alabama
$330K -$27.2K -285 -8%
TCM
1972
Towercrest Capital Management
Pennsylvania
$329K – – –
CPA
1973
Clear Perspective Advisors
Illinois
$328K – – –
WA
1974
WP Advisors
California
$328K +$1.72K +18 +0.5%
VSWA
1975
Vontobel Swiss Wealth Advisors
Switzerland
$328K +$328K +3,432 New
77 78
79
80 81