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JPMorgan Chase
JPM

Overview Fund Activity

2,420 hedge funds and large institutions have $274B invested in JPMorgan Chase in 2017 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 863 increasing their positions, 1,009 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+223
Holders Change %
+10.15%
% of All Funds
54.96%
Holding in Top 10
658
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+14.83%
% of All Funds
14.94%
New
308
Increased
863
Reduced
1,009
Closed
63
Calls
$3.31B
Puts
$5.1B
Net Calls
-$1.79B
Net Calls Change
-$520M

Top Buyers

1
State Street
1
State Street
Massachusetts
$18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$367M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$919M
5
Wells Fargo
5
Wells Fargo
California
$3.12B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.54B
2
Harris Associates
2
Harris Associates
Illinois
$377M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
4
Credit Agricole
France
$23.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Virtus Fund Advisers
Connecticut
$102M -$17.4M -162,828 -15%
TPSF
227
Texas Permanent School Fund
Texas
$101M -$3M -28,011 -3%
Nomura Asset Management
228
Nomura Asset Management
Japan
$99.4M -$2.08M -19,491 -2%
Mirae Asset Global Investments
229
Mirae Asset Global Investments
South Korea
$98.2M +$21.8M +203,387 +28%
Axa
230
Axa
France
$97.6M -$4.64M -43,361 -5%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$94.5M -$1.18M -11,059 -1%
BFS
232
Bradley Foster & Sargent
Connecticut
$94.1M +$31.7K +296 +0%
GF
233
Gabelli Funds
New York
$91.9M -$37.5M -350,683 -29%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$91.6M +$74.7M +698,545 +441%
PC
235
Polar Capital
United Kingdom
$89.8M +$3.67M +34,297 +4%
AIM
236
Artemis Investment Management
United Kingdom
$89M -$25.3M -235,591 -22%
FIM
237
Foresters Investment Management
New York
$88.9M -$1.81M -16,900 -2%
CIP
238
Cornerstone Investment Partners
Georgia
$88.7M -$5.33M -49,796 -6%
GG
239
Gofen & Glossberg
Illinois
$88.7M -$1.04M -9,768 -1%
Macquarie Group
240
Macquarie Group
Australia
$88.4M -$4.2M -40,699 -5%
LPL Financial
241
LPL Financial
California
$87.8M +$3.16M +29,503 +4%
SC
242
Scotia Capital
Ontario, Canada
$87.2M +$988K +9,234 +1%
Victory Capital Management
243
Victory Capital Management
Texas
$86.4M -$5.71M -53,393 -6%
CGT
244
Capital Guardian Trust
California
$86M +$8.14M +76,160 +10%
Envestnet Asset Management
245
Envestnet Asset Management
Illinois
$85.8M -$488K -4,563 -0.6%
RL
246
Ruffer LLP
United Kingdom
$85.4M +$4.03M +37,579 +5%
GI
247
GAMCO Investors
Connecticut
$84.3M -$12.8M -119,302 -13%
CCM
248
Cullen Capital Management
New York
$84M -$5.29M -49,440 -6%
BNP Paribas Asset Management
249
BNP Paribas Asset Management
France
$83.9M -$20.2M -189,104 -19%
NMIMC
250
Northwestern Mutual Investment Management Company
Wisconsin
$83.8M -$559K -5,226 -0.7%
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