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
+$325M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$315M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$296M
4
AAMU
Amundi Asset Management US
Massachusetts
+$286M
5
Wells Fargo
Wells Fargo
California
+$264M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$808M
2
Harris Associates
Harris Associates
Illinois
-$800M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$418M
4
Credit Agricole
Credit Agricole
France
-$294M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
376
Clough Capital Partners
Massachusetts
$38.2M +$3.67M +34,300 +11%
FP
377
Foundry Partners
Minnesota
$38.1M -$1.88M -17,605 -5%
Two Sigma Investments
378
Two Sigma Investments
New York
$37.9M +$30.3M +283,181 +398%
TH
379
TCTC Holdings
Texas
$37.9M -$163K -1,525 -0.4%
MNG
380
Manning & Napier Group
New York
$37.8M +$37.8M +353,873 New
RCM
381
Redwood Capital Management
New York
$37.8M -$4.99M -46,700 -12%
PFM
382
Parsec Financial Management
North Carolina
$37.4M -$667K -6,238 -2%
SAM
383
Securian Asset Management
Minnesota
$37.4M -$558K -5,214 -1%
CA
384
Commerzbank Aktiengesellschaft
Germany
$37.4M +$6.31M +59,016 +20%
AIA
385
Avalon Investment & Advisory
Texas
$37.3M -$328K -3,070 -0.9%
PC
386
PM Capital
Australia
$37.1M – – –
FTIOP
387
Fiduciary Trust International of Pennsylvania
Pennsylvania
$36.9M +$832K +7,779 +2%
WSFS
388
Wilmington Savings Fund Society
Delaware
$36.8M +$144K +1,346 +0.4%
ISL
389
Ingalls & Snyder LLC
New York
$36.4M -$748K -6,998 -2%
NMERB
390
New Mexico Educational Retirement Board
New Mexico
$36.2M +$1.36M +12,700 +4%
TAM
391
Tyers Asset Management
Texas
$36M -$1.78M -16,632 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
392
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.9M -$35.1M -328,100 -49%
DRZID
393
DePrince Race & Zollo Inc (DRZ)
Florida
$35.8M -$4.74M -44,330 -12%
DCM
394
Donaldson Capital Management
Indiana
$35.7M +$529K +4,944 +2%
FNBOO
395
First National Bank of Omaha
Nebraska
$35.5M +$379K +3,545 +1%
FCI
396
Financial Counselors Inc
Kansas
$35.4M +$4.28M +40,009 +14%
NIM
397
Nexus Investment Management
Ontario, Canada
$35M -$126K -1,175 -0.4%
HCMT
398
Highland Capital Management (Tennessee)
Tennessee
$34.8M -$599K -5,603 -2%
WCM
399
Wedge Capital Management
North Carolina
$34.8M -$3.36M -31,423 -9%
IC
400
Inverness Counsel
New York
$34.7M +$8.88M +82,995 +34%
14 15
16
17 18