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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 %
RWMH
1976
Riverpoint Wealth Management Holdings
Illinois
$327K +$10.6K +110 +3%
QCMC
1977
Quantum Capital Management (California)
California
$325K +$6.59K +69 +2%
HHAM
1978
HITE Hedge Asset Management
Massachusetts
$324K – – –
SIAS
1979
Shine Investment Advisory Services
Colorado
$321K -$30.4K -318 -9%
BFM
1980
Boothbay Fund Management
New York
$319K -$22.8K -238 -7%
WI
1981
WBI Investments
New Jersey
$316K -$34.4K -360 -10%
JGIA
1982
Jackson Grant Investment Advisers
Connecticut
$316K +$1.72K +18 +0.5%
WI
1983
Wedgewood Investors
Pennsylvania
$315K – – –
NIT
1984
NumerixS Investment Technologies
British Columbia, Canada
$315K +$315K +3,300 New
SICM
1985
Sustainable Insight Capital Management
New York
$315K +$315K +3,300 New
WCM
1986
Weatherstone Capital Management
Colorado
$313K -$320K -3,343 -51%
MCM
1987
Millie Capital Management
California
$309K – – –
JC
1988
Jentner Corp
Ohio
$307K – – –
HS
1989
HighVista Strategies
Massachusetts
$306K -$57.4K -600 -16%
EP
1990
Elkhorn Partners
Nebraska
$306K – – –
OKSA
1991
O'Keefe Stevens Advisory
New York
$306K +$306K +3,206 New
MLFP
1992
MPS Loria Financial Planners
Illinois
$305K – – –
UWPG
1993
Ullmann Wealth Partners Group
Florida
$304K -$2.6K -39 -0.8%
FSCM
1994
Front Street Capital Management
Montana
$304K +$304K +3,185 New
CWA
1995
Cypress Wealth Advisors
California
$303K -$167K -1,747 -36%
DE
1996
Day & Ennis
Georgia
$301K -$112K -1,175 -27%
CWM
1997
Cranbrook Wealth Management
Michigan
$301K – – –
I2I
1998
Insight 2811 Inc
Illinois
$301K +$14.7K +154 +5%
AAC
1999
Asset Advisors Corp
Georgia
$299K +$28.6K +300 +11%
TBA
2000
Train Babcock Advisors
New York
$297K -$9.54K -100 -3%
78 79
80
81 82