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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 %
NLGIA
401
Nippon Life Global Investors Americas
New York
$34.6M +$1.42M +13,300 +4%
TEC
402
Tiger Eye Capital
Tennessee
$34.6M +$24.9M +233,101 +259%
ANI
403
American National Insurance
Texas
$34.5M – – –
SMDAM
404
Sumitomo Mitsui DS Asset Management
Japan
$34.5M -$3M -28,017 -8%
MMH
405
Menora Mivtachim Holdings
Israel
$34.4M -$396K -3,700 -1%
ZIC
406
ZWJ Investment Counsel
Georgia
$33.8M -$466K -4,361 -1%
WB
407
WesBanco Bank
West Virginia
$33.6M -$2.23M -20,809 -6%
CHP
408
Castle Hook Partners
New York
$33.6M +$33.6M +314,272 New
NP
409
NS Partners
United Kingdom
$33.6M +$1.89M +17,666 +6%
MSDF
410
Michael & Susan Dell Foundation
New York
$33.6M – – –
ECM
411
Estabrook Capital Management
New York
$33.3M -$2.4M -22,441 -7%
COPPSERS
412
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.2M +$2.59M +24,174 +8%
TCM
413
Twin Capital Management
Pennsylvania
$33M +$576K +5,390 +2%
CGH
414
Crossmark Global Holdings
Texas
$32.9M +$267K +2,501 +0.8%
EB
415
Eastern Bank
Massachusetts
$32.9M -$457K -4,276 -1%
FFIC
416
First Fiduciary Investment Counsel
Ohio
$32.8M -$1.47M -13,790 -4%
JHP
417
James Hambro & Partners
United Kingdom
$32.8M +$32.8M +305,632 New
RG
418
Rathbones Group
United Kingdom
$32.6M -$783K -7,319 -2%
JAFL
419
Jay A. Fishman Ltd
Michigan
$32.5M -$88.8K -830 -0.3%
FMW
420
Farr Miller & Washington
District of Columbia
$32.5M +$89.2K +834 +0.3%
GT
421
Glenview Trust
Kentucky
$32.5M -$127K -1,191 -0.4%
MAA
422
Matrix Asset Advisors
New York
$32.5M -$1.02M -9,535 -3%
SOADOR
423
State of Alaska Department of Revenue
Alaska
$32.5M +$30.3M +283,094 +1,382%
NAM
424
North American Management
Massachusetts
$32.3M -$1.42M -13,269 -4%
SF
425
Synovus Financial
Georgia
$32.3M +$111K +1,039 +0.3%
15 16
17
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