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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 %
RGNCM
2476
R.G. Niederhoffer Capital Management
New York
– -$296K -3,100 Closed
CL
2477
Croft-Leominster
Maryland
– -$257K -2,698 Closed
WVP
2478
Worth Venture Partners
New Jersey
– -$254K -2,660 Closed
GAM
2479
Gould Asset Management
California
– -$214K -2,236 Closed
SHWM
2480
Smith & Howard Wealth Management
Georgia
– -$206K -2,160 Closed
LD
2481
Lipe & Dalton
New York
– -$143K -1,500 Closed
GWA
2482
Guidant Wealth Advisors
Illinois
– -$36K -374 Closed
CWM
2483
Cedar Wealth Management
California
– -$4K -45 Closed
PHK
2484
Point72 Hong Kong
Hong Kong
– -$2K -16 Closed
SA
2485
SpiderRock Advisors
Delaware
– -$746K – –
96 97 98 99
100