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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
1
State Street
Massachusetts
$18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$367M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$919M
5
Wells Fargo
5
Wells Fargo
California
$3.12B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.54B
2
Harris Associates
2
Harris Associates
Illinois
$377M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
4
Credit Agricole
France
$23.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
26
Capital International Investors
California
$1.97B +$35M +327,472 +2%
Barrow, Hanley, Mewhinney & Strauss
27
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.91B -$140M -1,312,680 -7%
TCIM
28
TIAA CREF Investment Management
New York
$1.89B -$64.6M -603,615 -3%
Legal & General Group
29
Legal & General Group
United Kingdom
$1.84B -$93.6M -875,434 -5%
Jennison Associates
30
Jennison Associates
New York
$1.84B +$193M +1,804,721 +12%
UBS AM
31
UBS AM
Illinois
$1.71B +$28.1M +262,688 +2%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$1.65B -$17.2M -160,658 -1%
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.61B -$151M -1,412,967 -9%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.56B +$73.7M +689,142 +5%
UBS Group
35
UBS Group
Switzerland
$1.53B +$143M +1,341,318 +10%
Deutsche Bank
36
Deutsche Bank
Germany
$1.4B +$195M +1,826,143 +16%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B +$315M +2,948,100 +29%
Charles Schwab
38
Charles Schwab
California
$1.36B +$40M +373,921 +3%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.35B +$29.6M +276,911 +2%
DSA
40
Davis Selected Advisers
Arizona
$1.35B -$17.4M -162,953 -1%
LSV Asset Management
41
LSV Asset Management
Illinois
$1.26B -$57.9M -541,502 -4%
American Century Companies
42
American Century Companies
Missouri
$1.17B +$98.9M +925,232 +9%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$1.15B +$1.56M +14,619 +0.1%
PPA
44
Parametric Portfolio Associates
Washington
$1.14B +$64.8M +605,861 +6%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$1.14B -$5.67M -52,975 -0.5%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$1.11B -$13.5M -125,984 -1%
Prudential Financial
47
Prudential Financial
New Jersey
$1.08B -$10.2M -95,412 -0.9%
Allianz Asset Management
48
Allianz Asset Management
Germany
$1.05B +$44M +411,484 +4%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1B +$1.28M +11,925 +0.1%
Principal Financial Group
50
Principal Financial Group
Iowa
$993M -$27.2M -254,670 -3%
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