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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 %
TCOO
2001
Trust Company of Oklahoma
Oklahoma
$296K – – –
AIA
2002
AIMZ Investment Advisors
California
$296K – – –
RGNCM
2003
R.G. Niederhoffer Capital Management
New York
$296K +$296K +3,100 New
JSL
2004
JT Stratford LLC
Georgia
$294K -$16.2K -170 -5%
CP
2005
Camelot Portfolios
Ohio
$294K +$954 +10 +0.3%
WFWM
2006
Wechter Feldman Wealth Management
New Jersey
$292K – – –
AFA
2007
Abacus FCF Advisors
Florida
$292K +$42.9K +450 +17%
NG
2008
Northstar Group
New York
$291K +$478 +5 +0.2%
GAM
2009
Gemmer Asset Management
California
$289K +$286 +3 +0.1%
AC
2010
Allstate Corporation
Illinois
$288K -$5.87M -61,559 -95%
CFD
2011
Creative Financial Designs
Indiana
$288K -$28.8K -301 -9%
CCA
2012
Catalyst Capital Advisors
New York
$287K -$306K -3,200 -52%
DMC
2013
Drexel Morgan & Co
Pennsylvania
$287K – – –
SG
2014
Strid Group
Pennsylvania
$286K +$286K +2,990 New
PCTC
2015
Perkins Coie Trust Company
Washington
$285K -$4.78K -50 -2%
IWA
2016
Intercontinental Wealth Advisors
Texas
$285K -$669 -7 -0.2%
CCA
2017
Conestoga Capital Advisors
Pennsylvania
$281K -$38.2K -400 -12%
EGM
2018
Engineers Gate Manager
New York
$281K +$281K +2,938 New
SCP
2019
Syntal Capital Partners
Texas
$280K -$42.5K -446 -13%
TIM
2020
Total Investment Management
Arizona
$278K +$191 +2 +0.1%
MCM
2021
Mitchell Capital Management
Kansas
$278K +$278K +2,915 New
SS
2022
Simplicity Solutions
Minnesota
$277K -$225K -2,360 -45%
DSAM
2023
Dock Street Asset Management
Florida
$277K – – –
TIA
2024
Tandem Investment Advisors
South Carolina
$275K -$8.79K -92 -3%
BST
2025
Bath Savings Trust
Maine
$275K – – –
79 80
81
82 83