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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 %
NAM
2226
NorthCoast Asset Management
Connecticut
– -$1.64M -18,662 Closed
IAS
2227
INR Advisory Services
Pennsylvania
– -$1.58M -17,951 Closed
GCA
2228
Gideon Capital Advisors
New York
– -$1.47M -16,754 Closed
SICM
2229
Sustainable Insight Capital Management
New York
– -$1.46M -16,600 Closed
LCM
2230
Lee Capital Management
New York
– -$1.1M -12,500 Closed
AWM
2231
AllSquare Wealth Management
New York
– -$870K -9,900 Closed
FTUS
2232
Flow Traders U.S.
New York
– -$712K -8,104 Closed
DTL
2233
Dynamic Technology Lab
Singapore
– -$668K -7,595 Closed
QT
2234
Quantbot Technologies
New York
– -$662K -7,543 Closed
TH
2235
Timber Hill
Connecticut
– -$526K -5,988 Closed
BA
2236
Bridgewater Associates
Connecticut
– -$522K -5,944 Closed
KI
2237
Koch Industries
Kansas
– -$484K -5,511 Closed
RGNCM
2238
R.G. Niederhoffer Capital Management
New York
– -$448K -5,100 Closed
CAM
2239
CMT Asset Management
Illinois
– -$439K -4,997 Closed
ES
2240
Equitec Specialists
Illinois
– -$418K -4,760 Closed
PM
2241
Parametrica Management
Hong Kong
– -$405K -4,606 Closed
HP
2242
Hartree Partners
New York
– -$392K -4,463 Closed
LCOV
2243
London Company of Virginia
Virginia
– -$328K -3,735 Closed
MBI
2244
Montrusco Bolton Investments
Quebec, Canada
– -$303K -3,447 Closed
BP
2245
BBR Partners
New York
– -$288K -3,280 Closed
PAG
2246
Private Advisory Group
Washington
– -$265K -3,024 Closed
SIA
2247
Starfire Investment Advisers
Michigan
– -$243K -2,840 Closed
CA
2248
Capital Advantage
California
– -$228K -2,594 Closed
UBV
2249
United Bank (Virginia)
Virginia
– -$213K -2,422 Closed
BMCM
2250
Bryn Mawr Capital Management
Pennsylvania
– -$212K -2,414 Closed
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