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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
1
Bank of America
North Carolina
$5.67B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$386M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$956M
4
Jennison Associates
4
Jennison Associates
New York
$1.47B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$24B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.7B
2
LPU
2
Lansdowne Partners (UK)
United Kingdom
$1.91B
3
Invesco
3
Invesco
Georgia
$2.35B
4
SOMRS
4
State of Michigan Retirement System
Michigan
$214M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$24B +$182M +1,903,861 +0.8%
BlackRock
2
BlackRock
New York
$21.8B +$115M +1,200,456 +0.5%
State Street
3
State Street
Massachusetts
$15.7B -$174M -1,824,710 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.9B -$197M -2,067,545 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$7.3B -$1.1M -11,506 -0%
Capital World Investors
6
Capital World Investors
California
$6.7B -$1.27B -13,340,659 -16%
Bank of America
7
Bank of America
North Carolina
$5.67B +$622M +6,509,950 +12%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$5.65B -$167M -1,746,350 -3%
Northern Trust
9
Northern Trust
Illinois
$4.8B +$120M +1,254,561 +3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$4.43B +$56.7M +594,049 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.63B -$126M -1,324,167 -3%
Ameriprise
12
Ameriprise
Minnesota
$3.46B +$70.6M +739,460 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.45B +$50.9M +534,489 +1%
Morgan Stanley
14
Morgan Stanley
New York
$3.27B +$72.9M +763,310 +2%
Norges Bank
15
Norges Bank
Norway
$3.08B -$151M -1,584,183 -5%
Capital Research Global Investors
16
Capital Research Global Investors
California
$3.02B -$12.7M -132,709 -0.4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.74B +$2.35M +24,591 +0.1%
Franklin Resources
18
Franklin Resources
California
$2.62B -$65.6M -687,297 -2%
Wells Fargo
19
Wells Fargo
California
$2.55B -$92M -963,278 -3%
Dodge & Cox
20
Dodge & Cox
California
$2.47B -$25.4M -265,743 -1%
Invesco
21
Invesco
Georgia
$2.35B -$238M -2,495,436 -9%
Primecap Management
22
Primecap Management
California
$2.23B -$27.7M -289,775 -1%
Goldman Sachs
23
Goldman Sachs
New York
$1.98B +$67.3M +704,511 +4%
LPU
24
Lansdowne Partners (UK)
United Kingdom
$1.91B -$261M -2,733,389 -12%
Boston Partners
25
Boston Partners
Massachusetts
$1.9B -$64.7M -677,121 -3%
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