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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
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 %
MLICM
301
Metropolitan Life Insurance Company (MetLife)
New York
$57.4M -$121M -1,134,458 -68%
D.E. Shaw & Co
302
D.E. Shaw & Co
New York
$57.2M -$69.3M -648,072 -55%
TAM
303
Todd Asset Management
Kentucky
$56.4M -$2.24M -20,991 -4%
DILIC
304
Dai-ichi Life Insurance Company
Japan
$56.4M +$1.08M +10,121 +2%
SBH
305
Segall Bryant & Hamill
Illinois
$56.4M -$2.21M -20,647 -4%
PCM
306
Polaris Capital Management
Massachusetts
$56.1M +$1.64M +15,300 +3%
NA
307
Neuburgh Advisers
California
$55.6M -$2.75M -25,704 -5%
WJA
308
Williams Jones & Associates
New York
$55.5M +$2.81M +26,276 +5%
PA
309
Pinnacle Associates
New York
$55.4M +$796K +7,448 +1%
BA
310
Boston Advisors
Massachusetts
$54.8M -$518K -4,848 -0.9%
SCP
311
Seizert Capital Partners
Michigan
$54.7M -$1.47M -13,743 -3%
MOACM
312
Mutual of America Capital Management
New York
$54.5M +$1.25M +11,648 +2%
FRAF
313
Första AP-fonden
Sweden
$53.9M – – –
SAM
314
Shell Asset Management
Netherlands
$53.7M +$9.31M +87,063 +21%
Connor, Clark & Lunn Investment Management (CC&L)
315
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$53.5M +$11.5M +107,675 +27%
MCM
316
Marsico Capital Management
Colorado
$53.4M +$53.4M +499,475 New
DCM
317
Dupont Capital Management
Delaware
$52.7M -$2.71M -25,319 -5%
BIC
318
Beach Investment Counsel
Pennsylvania
$52.3M -$1.66M -15,528 -3%
OAM
319
Origin Asset Management
United Kingdom
$52.1M -$1.85M -17,300 -3%
IG
320
ING Group
Netherlands
$51.8M +$791K +7,393 +2%
PMG
321
Private Management Group
California
$51.8M -$4.58M -42,784 -8%
MSA
322
Mason Street Advisors
Wisconsin
$51.7M -$555K -5,193 -1%
HPC
323
HM Payson & Co
Maine
$51.4M -$1.51M -14,158 -3%
EDRH
324
Edmond de Rothschild Holding
Switzerland
$51.3M -$8.04M -75,137 -14%
LA
325
Linden Advisors
New York
$50.6M +$50.6M +473,000 New
11 12
13
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