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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 %
First Trust Advisors
176
First Trust Advisors
Illinois
$137M +$14.8M +155,304 +12%
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$137M +$9.65M +101,031 +8%
HTC
178
Haverford Trust Company
Pennsylvania
$137M +$1.02M +10,670 +0.8%
Renaissance Technologies
179
Renaissance Technologies
New York
$135M +$135M +1,418,338 New
CCMH
180
Cornerstone Capital Management Holdings
New York
$135M -$4.04M -42,296 -3%
NIMC
181
NWQ Investment Management Company
California
$132M -$22.8M -238,445 -15%
DC
182
Davenport & Co
Virginia
$132M -$57.8K -605 -0%
CA
183
Cortland Advisers
Delaware
$131M -$3.67M -38,440 -3%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$131M -$1.9M -20,460 -1%
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
$130M -$11M -115,205 -8%
William Blair & Company
186
William Blair & Company
Illinois
$130M +$17.5M +183,383 +16%
Arrowstreet Capital
187
Arrowstreet Capital
Massachusetts
$128M +$41.9M +438,588 +49%
AAMU
188
AEGON Asset Management (UK)
United Kingdom
$127M +$7.85M +82,237 +7%
Comerica Bank
189
Comerica Bank
Texas
$127M -$1.61M -15,901 -1%
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$126M +$10.2M +107,300 +9%
PI
191
PineBridge Investments
New York
$124M +$16.5M +172,954 +15%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$123M -$82.6K -865 -0.1%
GC
193
Guggenheim Capital
Illinois
$122M +$2.92M +30,521 +2%
Two Sigma Advisers
194
Two Sigma Advisers
New York
$120M +$42.2M +441,538 +54%
KSCM
195
Key Square Capital Management
Connecticut
$119M -$602K -6,307 -0.5%
SCM
196
Smead Capital Management
Arizona
$118M -$2.33M -24,419 -2%
ASC
197
Atalanta Sosnoff Capital
New York
$116M -$2.02M -21,119 -2%
GF
198
Gabelli Funds
New York
$116M +$3.39M +35,500 +3%
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
$113M -$93.3M -977,234 -45%
EIG
200
EdgePoint Investment Group
Ontario, Canada
$113M -$1.22M -12,766 -1%
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