JPM icon

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.54B
2
Harris Associates
Harris Associates
Illinois
$377M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
Credit Agricole
France
$23.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
276
Utah Retirement Systems
Utah
$68.8M -$695K -6,500 -1%
PSUF
277
People's United Financial
Connecticut
$67.8M -$1.64M -15,335 -2%
MA
278
MUFG Americas
New York
$67.3M -$12.2K -114 -0%
William Blair Investment Management
279
William Blair Investment Management
Illinois
$67.2M -$9.77M -91,347 -13%
PC
280
Packer & Co
Australia
$66.8M +$21.2M +198,005 +46%
ZIG
281
Zurich Insurance Group
Switzerland
$66.7M +$7.29M +68,133 +12%
JIR
282
James Investment Research
Ohio
$66.7M -$14.5M -135,705 -18%
OAM
283
Oppenheimer Asset Management
New York
$66.1M – – –
SDIC
284
South Dakota Investment Council
South Dakota
$64.6M -$16.2M -151,755 -20%
WF
285
Welch & Forbes
Massachusetts
$63.5M -$178K -1,665 -0.3%
SIA
286
Sit Investment Associates
Minnesota
$63M -$5.75M -53,744 -8%
AR
287
Advisory Research
Illinois
$62.5M +$973K +9,101 +2%
Fiera Capital (Canada)
288
Fiera Capital (Canada)
Quebec, Canada
$61.9M -$1.35M -12,629 -2%
AIM
289
Achmea Investment Management
Netherlands
$61.6M +$31.9M +298,233 +107%
FWIA
290
Fort Washington Investment Advisors
Ohio
$61.5M +$51.5M +481,717 +514%
WBC
291
Westpac Banking Corp
Australia
$60.8M +$8.81M +82,369 +17%
WT
292
Whittier Trust
California
$60.3M -$397K -3,711 -0.7%
EIM
293
ExxonMobil Investment Management
Texas
$59M -$9.72M -90,911 -14%
BGC
294
Beutel, Goodman & Co
Ontario, Canada
$58.9M +$58.9M +689,100 New
CBOA
295
Commonwealth Bank of Australia
Australia
$58.8M -$2.13M -19,907 -3%
HCM
296
Hitchwood Capital Management
New York
$58.8M -$58.8M -550,000 -50%
PWLP
297
Prio Wealth Limited Partnership
Massachusetts
$58.5M -$1.46M -13,617 -2%
TF
298
TIAA FSB
Florida
$58.3M +$738K +6,905 +1%
OCAM
299
Onex Canada Asset Management
Ontario, Canada
$58.2M -$844K -7,890 -1%
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.5M +$4.05M +37,851 +8%
10 11
12
13 14