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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 %
PO
2151
Private Ocean
California
$71K – – –
APSP
2152
Asset Planning Services (Pennsylvania)
Pennsylvania
$71K +$10.8K +113 +18%
RPG
2153
Risk Paradigm Group
Texas
$70.3K -$137K -1,435 -66%
CP
2154
Corbenic Partners
Pennsylvania
$70K +$24.6K +258 +54%
BCI
2155
Brinker Capital Investments
Pennsylvania
$68K +$68K +717 New
DPA
2156
Delphi Private Advisors
California
$63K – – –
RFM
2157
Royal Fund Management
Florida
$60K +$14.3K +150 +31%
HS
2158
Horan Securities
United States
$57K +$96 +1 +0.2%
HL
2159
Harding Loevner
New Jersey
$54K – – –
AI
2160
ArchPoint Investors
Florida
$53K – – –
SA
2161
SRH Advisors
Kansas
$53K – – –
OAJ
2162
Ogorek Anthony Joseph
New York
$50K – – –
TI
2163
Turner Investments
Pennsylvania
$50K +$11K +115 +28%
CIM
2164
Contravisory Investment Management
Massachusetts
$49K +$49K +509 New
HMS
2165
Hanseatic Management Services
New Mexico
$48K +$18K +189 +60%
DOA
2166
D'Orazio & Associates
Virginia
$46K – – –
SHJ
2167
Sharkey, Howes & Javer
Colorado
$45K – – –
RWG
2168
Regal Wealth Group
California
$44K +$95 +1 +0.2%
BWL
2169
Bogart Wealth LLC
Virginia
$43K +$43K +451 New
AWMS
2170
Advocacy Wealth Management Services
Georgia
$40K – – –
PSC
2171
Prentiss Smith & Co
Vermont
$40K +$3.91K +41 +11%
FMA
2172
FNY Managed Accounts
New York
$38K +$12.1K +127 +47%
GWA
2173
Guidant Wealth Advisors
Illinois
$36K – – –
IF
2174
Ironwood Financial
Arizona
$33K – – –
WAM
2175
Watermark Asset Management
California
$32K – – –
85 86
87
88 89