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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 %
NG
351
NatWest Group
United Kingdom
$43.1M +$220K +2,057 +0.5%
BAM
352
Berkshire Asset Management
Pennsylvania
$43.1M +$3.56M +33,281 +9%
CIBC Asset Management
353
CIBC Asset Management
Ontario, Canada
$42.8M -$716K -6,692 -2%
C
354
Consulta
United Kingdom
$42.8M +$10.7M +100,000 +33%
HI
355
Honeywell International
North Carolina
$42.8M +$42.8M +400,000 New
CG
356
Cutler Group
California
$41.9M +$39.6M +369,929 +1,674%
CTI
357
Community Trust & Investment
Kentucky
$41.7M -$892K -8,338 -2%
WPC
358
Waters Parkerson & Co
Louisiana
$41.7M -$350K -3,274 -0.8%
DK
359
Darrell & King
Virginia
$41.6M -$123K -1,150 -0.3%
CEP
360
Chicago Equity Partners
Illinois
$41.5M -$921K -8,615 -2%
SIM
361
Stelliam Investment Management
New York
$41.4M -$2.94M -27,500 -7%
ABC
362
Associated Banc-Corp
Wisconsin
$41.4M -$1.73M -16,218 -4%
NAM
363
Nissay Asset Management
Japan
$41.2M +$41.2M +385,688 New
MME
364
Meag Munich Ergo
Germany
$41M +$1.81M +16,734 +5%
TBC
365
Three Bays Capital
Massachusetts
$40.7M +$40.7M +380,600 New
OAG
366
Orbis Allan Gray
Bermuda
$40.5M +$8.34K +78 +0%
BAM
367
Barrett Asset Management
New York
$40.2M -$245K -2,289 -0.6%
DIA
368
Dana Investment Advisors
Wisconsin
$40M -$1.97M -18,459 -5%
PP
369
Palladium Partners
Virginia
$39.9M -$645K -6,029 -2%
QI
370
QS Investors
New York
$39.7M -$1.68M -15,678 -4%
LTFS
371
Ladenburg Thalmann Financial Services
Florida
$39.1M +$2.2M +20,602 +6%
PR
372
Payden & Rygel
California
$39M +$3.32M +31,000 +9%
GC
373
GMT Capital
Georgia
$38.9M – – –
DIA
374
Davidson Investment Advisors
Montana
$38.8M -$109K -1,016 -0.3%
BF
375
BOK Financial
Oklahoma
$38.7M -$359K -3,356 -0.9%
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