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JPMorgan Chase
JPM

Overview Fund Activity

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.99B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$508M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.6B
4
Vanguard Group
Vanguard Group
Pennsylvania
$22.8B
5
Ameriprise
Ameriprise
Minnesota
$3.25B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$7.63B
2
Fisher Asset Management
Fisher Asset Management
Washington
$636M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$8.7B
4
State Street
State Street
Massachusetts
$15.2B
5
TP
Third Point
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMA
2176
FNY Managed Accounts
New York
$24K -$2.37K -27 -9%
Twin Tree Management
2177
Twin Tree Management
Texas
$21K -$7.88M -85,132 -100%
HWP
2178
Hefty Wealth Partners
Indiana
$20K – – –
HWM
2179
Holloway Wealth Management
Florida
$17K -$17K – –
ED
2180
Exane Derivatives
France
$16.3K -$141K -1,543 -90%
AIL
2181
AGF Investments LLC
Ontario, Canada
$16K – – –
DSN
2182
D. Scott Neal
Kentucky
$15K – – –
WCM
2183
Wealthcare Capital Management
Virginia
$11K – – –
RIM
2184
Ranger Investment Management
Texas
$9K – – –
AUB
2185
Atlantic Union Bankshares
Virginia
$5.16K +$100 +1,090 +2%
BCMIO
2186
Beacon Capital Management Inc (Ohio)
Ohio
$5K -$500 -5 -9%
PHK
2187
Point72 Hong Kong
Hong Kong
$4K -$639K -7,670 -99%
CWM
2188
Cedar Wealth Management
California
$4K – – –
SA
2189
SpiderRock Advisors
Delaware
$4K -$619K – –
CT
2190
Chicago Trust
Illinois
$3.32K -$142 -1,551 -4%
CMBA
2191
C.M. Bidwell & Associates
Hawaii
$3K -$188K -2,195 -98%
FA
2192
FMA Advisory
Pennsylvania
$2.94K -$152 -1,660 -5%
Capstone Investment Advisors
2193
Capstone Investment Advisors
New York
$1K +$1K +15 New
SCP
2194
Syntal Capital Partners
Texas
$309 -$165 -1,807 -35%
IWM
2195
IHT Wealth Management
Illinois
$51 +$14 +3,816 +39%
TP
2196
Third Point
New York
– -$329M -3,750,000 Closed
Viking Global Investors
2197
Viking Global Investors
Connecticut
– -$325M -3,695,553 Closed
Coatue Management
2198
Coatue Management
New York
– -$231M -2,629,362 Closed
HighTower Advisors
2199
HighTower Advisors
Illinois
– -$99.5M -1,132,309 Closed
Capital Fund Management (CFM)
2200
Capital Fund Management (CFM)
France
– -$51.5M -585,997 Closed
86 87
88
89 90