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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 %
MAA
2101
Mraz Amerine & Associates
California
$200K -$18.1K -190 -8%
TFA
2102
Toth Financial Advisory
Virginia
$200K +$200K +2,094 New
RHJA
2103
Rice Hall James & Associates
California
$197K – – –
LWM
2104
Lenox Wealth Management
Ohio
$195K +$20.8K +219 +12%
MUS
2105
Mitsubishi UFJ Securities
Japan
$193K +$32.5K +340 +20%
TCCM
2106
Timber Creek Capital Management
Massachusetts
$192K – – –
AIS
2107
Accurate Investment Solutions
Pennsylvania
$192K +$58K +607 +43%
TCM
2108
Tanaka Capital Management
New York
$190K – – –
NIC
2109
Northwest Investment Counselors
Oregon
$189K +$16.8K +176 +10%
SC
2110
SRB Corp
Massachusetts
$186K -$18.3K -191 -9%
CAL
2111
Capital Advisors Ltd
Ohio
$185K – – –
SEIA
2112
Signature Estate & Investment Advisors
California
$174K -$2.96K -31 -2%
ARMC
2113
American Research & Management Company
Massachusetts
$174K – – –
CLM
2114
ClearBridge LLC (Maryland)
Maryland
$170K +$2.1K +22 +1%
BC
2115
Barnett & Company
Tennessee
$168K -$78.6K -825 -32%
MWM
2116
MinichMacGregor Wealth Management
New York
$162K -$19K -200 -11%
AIP
2117
Almanack Investment Partners
Pennsylvania
$162K -$9.47K -99 -6%
HCM
2118
Horrell Capital Management
Arkansas
$157K – – –
LA
2119
Legacy Advisors
Pennsylvania
$157K +$46.4K +489 +42%
TFO
2120
Tarbox Family Office
California
$152K -$157K -1,646 -51%
HH
2121
HWG Holdings
Texas
$152K -$59.6K -625 -28%
MSFP
2122
Mark Sheptoff Financial Planning
Connecticut
$146K – – –
ACM
2123
Americafirst Capital Management
California
$143K +$143K +1,500 New
LD
2124
Lipe & Dalton
New York
$143K +$143K +1,500 New
CT
2125
Clearstead Trust
Maine
$142K – – –
83 84
85
86 87