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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 %
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$83M +$3.96M +37,035 +5%
BCM
252
Becker Capital Management
Oregon
$82.3M -$1.76M -16,468 -2%
BNP Paribas Financial Markets
253
BNP Paribas Financial Markets
France
$81.8M -$226M -2,117,303 -73%
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$81.6M +$5.2M +48,077 +7%
DLA
255
Douglas Lane & Associates
New York
$81.3M +$5.79M +54,121 +8%
HIMCH
256
Hartford Investment Management Co (HIMCO)
Connecticut
$81.1M -$4.62M -43,201 -5%
Rafferty Asset Management
257
Rafferty Asset Management
New York
$80.8M +$17.5M +163,874 +28%
PIA
258
Piedmont Investment Advisors
North Carolina
$80.4M -$1.25M -11,643 -2%
ERSOT
259
Employees Retirement System of Texas
Texas
$79.7M -$5.98M -55,900 -7%
SCM
260
Snow Capital Management
Pennsylvania
$79.5M -$1.98M -18,541 -2%
CIBC World Market
261
CIBC World Market
Ontario, Canada
$79.5M +$20M +186,902 +34%
BCM
262
Basswood Capital Management
New York
$78.4M – – –
VRS
263
Virginia Retirement Systems
Virginia
$77.6M -$96.2K -900 -0.1%
JAM
264
Jupiter Asset Management
United Kingdom
$76.6M +$5.78M +54,072 +8%
SW
265
SVB Wealth
Massachusetts
$76.4M -$249K -2,327 -0.3%
CTB
266
Country Trust Bank
Illinois
$75.7M -$1.46M -13,675 -2%
UCFA
267
United Capital Financial Advisors
Texas
$74.1M +$291K +2,697 +0.4%
BTS
268
BB&T Securities
Virginia
$72.9M +$1.04M +9,697 +1%
SG Americas Securities
269
SG Americas Securities
New York
$72.5M +$59.6M +557,243 +462%
AACR
270
ACR Alpine Capital Research
Missouri
$71.2M -$1.23M -11,475 -2%
XK
271
Xact Kapitalforvaltning
Sweden
$70.3M +$4.08M +38,183 +6%
PNC
272
Park National Corp
Ohio
$70.2M -$1.39M -13,014 -2%
CS
273
Candriam SCA
Luxembourg
$69.9M +$16.5M +154,262 +31%
BMO
274
Beck Mack & Oliver
New York
$69.7M -$1.35M -12,635 -2%
CCMG
275
Clark Capital Management Group
Pennsylvania
$69.4M +$10.3M +95,952 +17%
9 10
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