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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 %
MCM
201
Moore Capital Management
New York
$112M +$107M +1,120,000 +2,240%
CB
202
Commerce Bank
Missouri
$111M +$2.56M +26,807 +2%
HighTower Advisors
203
HighTower Advisors
Illinois
$110M +$110M +1,148,337 New
Nuveen Asset Management
204
Nuveen Asset Management
Illinois
$109M -$7.38M -77,228 -6%
CB
205
Cooke & Bieler
Pennsylvania
$108M -$2.2M -23,023 -2%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$108M +$3.64M +38,110 +3%
GIBU
207
Gulf International Bank (UK)
United Kingdom
$108M +$549K +5,747 +0.5%
JWBC
208
John W. Bristol & Co
New York
$107M -$3.33M -34,872 -3%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$107M -$9.62M -100,703 -8%
VFA
210
Virtus Fund Advisers
Connecticut
$106M -$14M -146,939 -12%
BTW
211
Boston Trust Walden
Massachusetts
$106M +$1.51M +15,856 +1%
AIG
212
American International Group
New York
$106M -$12.9M -134,886 -11%
HCM
213
Hitchwood Capital Management
New York
$105M -$9.55M -100,000 -8%
CANY
214
Caxton Associates (New York)
New York
$105M +$104M +1,091,900 +18,507%
EIP
215
Epoch Investment Partners
New York
$104M +$3.3M +34,508 +3%
ZIM
216
Zacks Investment Management
Illinois
$104M +$636K +6,654 +0.6%
Los Angeles Capital Management
217
Los Angeles Capital Management
California
$103M +$4.36M +45,676 +4%
OPERF
218
Oregon Public Employees Retirement Fund
Oregon
$103M +$263K +2,751 +0.3%
AIM
219
Artemis Investment Management
United Kingdom
$102M +$52.1M +546,066 +105%
ACM
220
Argent Capital Management
Missouri
$101M +$681K +7,133 +0.7%
Skandinaviska Enskilda Banken (SEB)
221
Skandinaviska Enskilda Banken (SEB)
Sweden
$100M -$713K -7,463 -0.7%
FI
222
Focused Investors
California
$99.8M -$3.23M -33,800 -3%
SWITC
223
Stewart West Indies Trading Company
Colorado
$98.2M – – –
SB
224
Suntrust Banks
Georgia
$97.8M -$6.78M -70,960 -6%
Lazard Asset Management
225
Lazard Asset Management
New York
$93.5M +$1.36M +14,254 +1%
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