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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 %
PCM
2251
Peak Capital Management
Colorado
– -$331K -3,619 Closed
YMRC
2252
Yorktown Management & Research Company
Virginia
– -$320K -3,500 Closed
SCA
2253
Salient Capital Advisors
Texas
– -$304K -3,326 Closed
HC
2254
Hourglass Capital
Texas
– -$292K -3,200 Closed
QC
2255
QCM Cayman
Texas
– -$277K -3,033 Closed
BWFM
2256
Bridgewater Wealth & Financial Management
Maryland
– -$269K -2,945 Closed
GHA
2257
GW Henssler & Associates
Georgia
– -$261K -2,854 Closed
GS
2258
Girard Securities
California
– -$256K -2,820 Closed
NFG
2259
Nations Financial Group
Iowa
– -$247K -2,698 Closed
SBA
2260
Seven Bridges Advisors
New York
– -$246K -2,689 Closed
CAM
2261
Crestone Asset Management
Colorado
– -$246K -2,687 Closed
FTI
2262
Fiduciary Trust International
Massachusetts
– -$233K -2,549 Closed
DPI
2263
Diversified Portfolios Inc
Michigan
– -$230K -2,519 Closed
FCM
2264
FJ Capital Management
Virginia
– -$228K -2,500 Closed
KFS
2265
Kurt F. Somerville
– -$222K -2,435 Closed
FWM
2266
FFT Wealth Management
Pennsylvania
– -$218K -2,386 Closed
GWM
2267
GSB Wealth Management
Connecticut
– -$205K -2,246 Closed
CCM
2268
Cutler Capital Management
Massachusetts
– -$137K -1,500 Closed
AIM
2269
Acrospire Investment Management
Illinois
– -$91K -1,000 Closed
BCFS
2270
Butensky & Cohen Financial Security
Florida
– -$64K -705 Closed
ST
2271
Sageworth Trust
Pennsylvania
– -$62K -673 Closed
CRCP
2272
Copper Rock Capital Partners
Massachusetts
– -$55K -602 Closed
RFWA
2273
RPg Family Wealth Advisory
Massachusetts
– -$50.5K -553 Closed
IR
2274
Invictus RG
Bermuda
– -$26K -286 Closed
Twin Tree Management
2275
Twin Tree Management
Texas
– -$21K -227 Closed
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