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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 %
PFO
2126
Pathstone Family Office
New Jersey
$136K -$437K -4,597 -76%
MIC
2127
MU Investments Company
Japan
$136K -$36.1K -380 -21%
PCFFS
2128
Pacific Center for Financial Services
California
$134K – – –
HFM
2129
Harvest Fund Management
China
$125K +$47.2K +495 +61%
PCC
2130
Park Circle Company
Maryland
$124K – – –
OIA
2131
OneDigital Investment Advisors
Kansas
$110K -$296K -3,109 -73%
SCA
2132
Stuart Chaussee & Associates
California
$107K – – –
TCM
2133
TD Capital Management
Tennessee
$107K +$18.9K +198 +21%
FFW
2134
Fusion Family Wealth
New York
$105K -$622K -6,512 -86%
WI
2135
Welch Investments
Alabama
$103K +$103K +1,083 New
NCM
2136
New Capital Management
Texas
$102K +$956 +10 +0.9%
KBFS
2137
Kohmann Bosshard Financial Services
Ohio
$102K +$102K +1,064 New
OHS
2138
Odey Holdings (Switzerland)
Switzerland
$100K +$100K +1,050 New
NC
2139
NewSquare Capital
Pennsylvania
$98K +$47.7K +501 +95%
QI
2140
QV Investors
Alberta, Canada
$95K -$2.19M -22,980 -96%
AA
2141
AlphaMark Advisors
Kentucky
$95K – – –
GCM
2142
Grisanti Capital Management
New York
$90K +$90K +945 New
SAM
2143
Solaris Asset Management
New York
$88K – – –
SMG
2144
Spectrum Management Group
Indiana
$88K +$88K +925 New
TWMP
2145
Taylor Wealth Management Partners
Massachusetts
$86K – – –
LGWM
2146
Litman Gregory Wealth Management
California
$86K +$86K +900 New
TJHA
2147
Thomas J. Herzfeld Advisors
Florida
$79K +$383 +4 +0.5%
CFA
2148
Camarda Financial Advisors
Florida
$76K – – –
BC
2149
Blackhill Capital
New Jersey
$72K -$14.4K -150 -17%
LYV
2150
Live Your Vision
Pennsylvania
$72K – – –
84 85
86
87 88