JPM icon

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 %
ACP
2026
Aveo Capital Partners
Colorado
$273K -$17.1K -179 -6%
CCM
2027
Colorado Capital Management
Colorado
$273K – – –
GWS
2028
Glassman Wealth Services
Virginia
$271K -$84.9K -889 -24%
RT
2029
Reliance Trust
Georgia
$271K -$23.6K -247 -8%
FHB
2030
First Hawaiian Bank
Hawaii
$271K -$10.2K -107 -4%
NPPM
2031
North Point Portfolio Managers
Ohio
$271K – – –
AMG
2032
Asset Management Group
Connecticut
$271K +$1.44K +15 +0.5%
FI
2033
FormulaFolio Investments
Michigan
$270K +$21.6K +226 +9%
VIA
2034
Vantage Investment Advisors
Pennsylvania
$269K -$19K -199 -7%
DAM
2035
Deltec Asset Management
New York
$267K – – –
DLHL
2036
Donald L. Hagan LLC
Florida
$266K – – –
JSA
2037
Jacobson & Schmitt Advisors
Wisconsin
$266K – – –
BW
2038
Biegel & Waller
Maryland
$264K -$212K -2,219 -45%
FNBOH
2039
First National Bank of Hutchinson
Kansas
$261K +$25.9K +265 +11%
RC
2040
Reik & Co
New York
$260K – – –
CIA
2041
Cascade Investment Advisors
Oregon
$259K -$9.55K -100 -4%
MTIM
2042
Marathon Trading Investment Management
Pennsylvania
$258K +$258K +2,700 New
CL
2043
Croft-Leominster
Maryland
$257K – – –
KFA
2044
Kays Financial Advisory
Georgia
$257K +$257K +2,693 New
CIAS
2045
Capital Investment Advisory Services
North Carolina
$256K -$16.1K -168 -6%
WA
2046
Winfield Associates
Ohio
$256K – – –
TSS
2047
Thomas Story & Son
Indiana
$256K – – –
ACM
2048
Alta Capital Management
Utah
$255K – – –
WVP
2049
Worth Venture Partners
New Jersey
$254K -$116K -1,210 -31%
BII
2050
Bainco International Investors
Massachusetts
$254K – – –
80 81
82
83 84