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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 %
MHIC
2051
Marble Harbor Investment Counsel
Massachusetts
$253K +$19.1K +200 +8%
VAM
2052
Visionary Asset Management
Texas
$248K -$23.6K -247 -9%
VCM
2053
Vigilant Capital Management
Maine
$248K – – –
FMP
2054
Financial Management Professionals
Texas
$247K -$14.3K -150 -5%
FBFS
2055
First Business Financial Services
Wisconsin
$247K +$19.1K +200 +8%
PJSIMP
2056
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K +$23.9K +250 +11%
BL
2057
Balentine LLC
Georgia
$246K +$1.91K +20 +0.8%
VCP
2058
Vista Capital Partners
Oregon
$244K – – –
TCM
2059
Tradewinds Capital Management
Washington
$242K +$95 +1 +0%
NWM
2060
Northwest Wealth Management
Iowa
$240K -$92.4K -967 -28%
MIP
2061
Marietta Investment Partners
Wisconsin
$240K – – –
ECA
2062
Endeavour Capital Advisors
Connecticut
$240K – – –
AOWM
2063
Alpha Omega Wealth Management
Virginia
$240K +$28.7K +300 +14%
TRCT
2064
Tower Research Capital (TRC)
New York
$239K -$351K -3,668 -59%
ROC
2065
River Oaks Capital
Minnesota
$239K – – –
HCA
2066
Heck Capital Advisors
Wisconsin
$237K +$6.88K +72 +3%
IP
2067
Isthmus Partners
Wisconsin
$235K +$5.63K +59 +2%
SRCM
2068
Swift Run Capital Management
Virginia
$233K – – –
MSS
2069
Mitchell Sinkler & Starr
Pennsylvania
$233K +$11.9K +125 +5%
HI
2070
Harrington Investments
California
$233K +$233K +2,435 New
MWM
2071
Mascoma Wealth Management
New Hampshire
$232K -$1.05K -11 -0.5%
JC
2072
Jacobs & Co
California
$230K -$21.2K -450 -8%
WCM
2073
Wallace Capital Management
Texas
$230K – – –
ACP
2074
Arcus Capital Partners
Georgia
$230K +$230K +2,409 New
BRF
2075
B. Riley Financial
California
$225K +$225K +2,349 New
81 82
83
84 85