JPM icon

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 %
WAM
2176
Watermark Asset Management
California
$32K – – –
DSN
2177
D. Scott Neal
Kentucky
$32K +$16K +166 +99%
LWA
2178
Lowe Wealth Advisors
Maryland
$32K +$32K +332 New
MFT
2179
Moisand Fitzgerald Tamayo
Florida
$23K +$23K +244 New
HWP
2180
Hefty Wealth Partners
Indiana
$22K – – –
ED
2181
Exane Derivatives
France
$18.8K +$1.81K +19 +11%
HWM
2182
Holloway Wealth Management
Florida
$18K -$17K – –
AIL
2183
AGF Investments LLC
Ontario, Canada
$17K – – –
SC
2184
SouthState Corp
Florida
$14.4K -$10 -108 -0.1%
NIA
2185
Northstar Investment Advisors
Colorado
$13K +$94 +69 +0.7%
WCM
2186
Wealthcare Capital Management
Virginia
$11K – – –
WCMN
2187
Westchester Capital Management (Nebraska)
Nebraska
$10K +$10K +109 New
RIM
2188
Ranger Investment Management
Texas
$9K – – –
BCMIO
2189
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
CWM
2190
Cedar Wealth Management
California
$4K – – –
CT
2191
Chicago Trust
Illinois
$3.57K +$104 +1,090 +3%
CMBA
2192
C.M. Bidwell & Associates
Hawaii
$3K – – –
PHK
2193
Point72 Hong Kong
Hong Kong
$2K -$4K -32 -67%
WPC
2194
White Pine Capital
Minnesota
$1.27K -$30 -310 -2%
RCM
2195
RB Capital Management
Nevada
$1.13K +$75 +784 +7%
PFC
2196
Phocas Financial Corp
California
$1K -$12 -120 -1%
LWA
2197
Lenox Wealth Advisors
New York
$1K +$1K +11 New
CG
2198
Corundum Group
Colorado
$250 +$250 +2,616 New
SSA
2199
South Street Advisors
New York
$235 – – –
UIM
2200
USS Investment Management
United Kingdom
– -$165M -1,800,000 Closed
86 87
88
89 90