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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
+$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 %
FT
426
Fiduciary Trust
Massachusetts
$31.7M -$168K -1,571 -0.5%
EOJOAM
427
E. Ohman J:or Asset Management
Sweden
$31.3M +$21.1M +197,519 +208%
BAPIM
428
British Airways Pensions Investment Management
United Kingdom
$31M -$58.6M -547,872 -65%
AIA
429
Affinity Investment Advisors
California
$30.9M -$1.83M -17,111 -6%
WAM
430
World Asset Management
Michigan
$30.8M -$3.01M -28,169 -9%
KB
431
Kimelman & Baird
New York
$30.4M -$111K -1,042 -0.4%
PG
432
Pendal Group
Australia
$30.4M +$1.89M +17,635 +7%
MHC
433
Meyer Handelman Company
New York
$30.4M -$126K -1,174 -0.4%
CPSAC
434
Chas P. Smith & Associates (CPS)
Florida
$30.2M +$534K +4,989 +2%
MLL
435
Moody Lynn & Lieberson
Massachusetts
$30.2M +$5.58M +48,509 +23%
SIM
436
Sentry Investment Management
Wisconsin
$30.1M -$213K -1,993 -0.7%
NSIM
437
North Star Investment Management
Illinois
$30.1M -$354K -3,311 -1%
RJT
438
Raymond James Trust
Florida
$30.1M +$249K +2,332 +0.8%
AAM
439
Advisors Asset Management
Colorado
$30M -$793K -7,414 -3%
MIH
440
Madison Investment Holdings
Wisconsin
$29.9M -$5.95M -55,611 -17%
BFM
441
Boston Financial Management
Massachusetts
$29.9M +$292K +2,730 +1%
SPC
442
Stewart & Patten Company
California
$29.9M -$1.71M -15,994 -5%
RMA
443
Roffman Miller Associates
Pennsylvania
$29.8M -$187K -1,744 -0.6%
Cohen & Steers
444
Cohen & Steers
New York
$29.7M -$2.48M -23,217 -8%
ONB
445
Old National Bancorp
Indiana
$29.5M -$63.2K -591 -0.2%
CRC
446
Curi RMB Capital
Illinois
$29.5M +$19.3M +180,420 +189%
M2MC
447
Matthew 25 Management Corp
Pennsylvania
$29.4M -$535K -5,000 -2%
MWNA
448
Marshall Wace North America
New York
$29M +$27M +252,326 +1,356%
SGAM
449
Smith Group Asset Management
Texas
$28.7M +$488K +4,559 +2%
NB
450
Norinchukin Bank
Japan
$28.5M +$6.42M +59,993 +29%
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