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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 %
CIP
451
Chartwell Investment Partners
Pennsylvania
$28.4M -$2.65M -24,750 -9%
HIMC
452
Heritage Investors Management Corp
Maryland
$28.4M -$951K -8,897 -3%
SAM
453
Silvercrest Asset Management
New York
$28.3M +$244K +2,277 +0.9%
OCM
454
Osterweis Capital Management
California
$28.3M +$242K +2,261 +0.9%
HIIFS
455
Harel Insurance Investments & Financial Services
Israel
$27.9M -$118K -1,101 -0.4%
AssetMark Inc
456
AssetMark Inc
California
$27.9M +$497K +4,647 +2%
QIM
457
Quantitative Investment Management
Virginia
$27.8M -$56.9M -532,500 -67%
AMI
458
Amica Mutual Insurance
Rhode Island
$27.6M -$701K -6,551 -2%
BDS
459
Banco de Sabadell
Florida
$27.5M +$27.5M +257,341 New
CFG
460
Citizens Financial Group
Rhode Island
$27.4M +$754K +7,053 +3%
BSA
461
Braun Stacey Associates
New York
$27.4M -$1.25M -11,665 -4%
MPI
462
Mairs & Power Inc
Minnesota
$27.3M -$2.4M -22,399 -8%
Jane Street
463
Jane Street
New York
$27.2M +$14M +130,937 +106%
JIM
464
Jupiter Investment Management
United Kingdom
$27.2M +$5.53M +51,690 +25%
HCM
465
Hilton Capital Management
New York
$27.2M +$4.64M +43,382 +21%
TAF
466
Tredje AP-fonden
Sweden
$27.1M -$1.38M -12,950 -5%
BVDMP
467
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$27.1M -$7.8M -72,930 -22%
TAM
468
Tocqueville Asset Management
New York
$27M +$2.03M +19,026 +8%
AG
469
Advisor Group
Arizona
$27M +$2.62M +24,485 +11%
RIM
470
Redpoint Investment Management
Australia
$27M +$27M +252,206 New
B
471
Barings
North Carolina
$26.9M +$3.9M +36,509 +17%
SBCM
472
Schwerin Boyle Capital Management
Massachusetts
$26.8M +$222K +2,075 +0.8%
FBA
473
Front Barnett Associates
Illinois
$26.7M -$474K -4,428 -2%
DAM
474
Davis Asset Management
California
$26.7M – – –
SCM
475
Sirios Capital Management
Massachusetts
$26.7M -$27.4M -256,621 -51%
17 18
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