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 %
FQ
326
First Quadrant
California
$49.6M -$479K -4,480 -1%
LWCA
327
Locust Wood Capital Advisers
New York
$49.3M -$1.49M -13,930 -3%
FWCM
328
Ferguson Wellman Capital Management
Oregon
$49.3M +$637K +5,961 +1%
MSV
329
MN Services Vermogensbeheer
Netherlands
$48.9M -$3.41M -38,300 -7%
SCA
330
STALEY CAPITAL ADVISERS
Pennsylvania
$48.7M -$235K -2,200 -0.5%
SCM
331
Sterling Capital Management
North Carolina
$48.6M +$3.51M +32,840 +8%
DnB Asset Management
332
DnB Asset Management
Norway
$48.4M -$1.78M -16,621 -4%
WT
333
Washington Trust
Rhode Island
$48.4M +$537K +5,024 +1%
WA
334
WestEnd Advisors
North Carolina
$48.3M -$8.53M -79,799 -15%
UB
335
UMB Bank
Missouri
$47.6M +$172K +1,611 +0.4%
RCM
336
RNC Capital Management
California
$47.2M +$116K +1,089 +0.2%
B
337
BP
United Kingdom
$46.9M +$2.89M +27,000 +7%
BAMF
338
BI Asset Management Fondsmaeglerselskab
Denmark
$46.9M +$8.8M +82,300 +23%
PGFC
339
Peapack-Gladstone Financial Corp
New Jersey
$46.7M +$336K +3,138 +0.7%
AB
340
Amalgamated Bank
New York
$46.6M +$3.18M +29,758 +7%
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$46.5M -$267K -2,495 -0.6%
Creative Planning
342
Creative Planning
Kansas
$46M +$1.25M +11,652 +3%
HCM
343
Huber Capital Management
California
$46M -$1.15M -10,800 -2%
Nomura Holdings
344
Nomura Holdings
Japan
$45.9M +$13.7M +135,552 +43%
FCM
345
Flinton Capital Management
Pennsylvania
$45.8M -$2.26M -21,168 -5%
CP
346
Cumberland Partners
Ontario, Canada
$45.4M +$546K +5,102 +1%
CM
347
CS McKee
Pennsylvania
$45.2M -$2.15M -20,100 -5%
OC
348
Oppenheimer & Co
New York
$45.2M +$1.52M +14,232 +3%
ECM
349
Element Capital Management
New York
$44.9M +$44.9M +420,195 New
VDI
350
Vaughan David Investments
Illinois
$43.6M -$10.4K -97 -0%
12 13
14
15 16