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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 %
WIM
2076
Westside Investment Management
California
$224K +$1.54K +16 +0.7%
CFN
2077
Cordasco Financial Network
Florida
$223K – – –
SIG
2078
Sky Investment Group
Connecticut
$222K -$2.39K -25 -1%
VIMU
2079
Veritas Investment Management (UK)
United Kingdom
$220K – – –
WI
2080
WrapManager Inc
California
$218K -$16.3K -171 -7%
TIP
2081
Torray Investment Partners
Maryland
$217K -$9.56K -100 -4%
SAM
2082
Summit Asset Management
Tennessee
$217K – – –
FGP
2083
Foyston, Gordon, & Payne
Ontario, Canada
$216K +$216K +2,266 New
GAM
2084
Gould Asset Management
California
$214K -$47.9K -500 -18%
PLFAM
2085
Pineno Levin & Ford Asset Management
Virginia
$213K – – –
BHTS
2086
Bar Harbor Trust Services
Maine
$213K – – –
CAM
2087
Cidel Asset Management
Ontario, Canada
$213K +$213K +2,235 New
IWA
2088
Inspirion Wealth Advisors
Illinois
$212K -$6.87K -72 -3%
MPM
2089
Meritage Portfolio Management
Kansas
$211K – – –
HS
2090
Huntington Steele
Pennsylvania
$210K -$13.8K -144 -6%
LIM
2091
Lathrop Investment Management
Arkansas
$210K – – –
OCM
2092
Orleans Capital Management
Louisiana
$210K +$210K +2,201 New
LC
2093
Landaas & Company
Wisconsin
$207K +$207K +2,168 New
SHWM
2094
Smith & Howard Wealth Management
Georgia
$206K +$206K +2,160 New
B
2095
Bellecapital
Switzerland
$205K -$326K -3,417 -61%
AF
2096
Allworth Financial
California
$205K +$8.8K +92 +4%
LCM
2097
Lucas Capital Management
New Jersey
$204K -$8.88K -93 -4%
SAA
2098
Southeast Asset Advisors
Georgia
$204K +$204K +2,133 New
CWM
2099
CMH Wealth Management
New Hampshire
$203K -$19.3K -200 -9%
HCP
2100
Holt Capital Partners
Texas
$202K +$202K +2,120 New
82 83
84
85 86