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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 %
GHCM
476
Glen Harbor Capital Management
California
$26.2M -$1.29M -12,096 -5%
CS
477
Cannell & Spears
New York
$26.1M +$50.9K +476 +0.2%
IA
478
Icon Advisers
Colorado
$25.9M +$17.8M +166,835 +222%
CG
479
Colony Group
Massachusetts
$25.7M -$67.8K -634 -0.3%
GC
480
Guardian Capital
Ontario, Canada
$25.7M -$596K -5,572 -2%
CNAM
481
Campbell Newman Asset Management
Wisconsin
$25.7M -$718K -6,715 -3%
PWAG
482
Polaris Wealth Advisory Group
California
$25.6M +$1.17M +10,947 +5%
ABTD
483
Arvest Bank Trust Division
Oklahoma
$25.3M -$857K -8,017 -3%
GQG Partners
484
GQG Partners
Florida
$25.3M +$13M +121,989 +106%
Cambridge Investment Research Advisors
485
Cambridge Investment Research Advisors
Iowa
$25.2M +$1.32M +12,348 +6%
LIC
486
Lodestar Investment Counsel
Illinois
$25.1M +$286K +2,670 +1%
MCTIC
487
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$25.1M -$872K -8,152 -3%
PCM
488
Palisade Capital Management
New Jersey
$24.9M +$57.7K +540 +0.2%
Wolverine Trading
489
Wolverine Trading
Illinois
$24.8M +$3.44M +32,170 +16%
CSIC
490
Clifford Swan Investment Counsel
California
$24.6M +$704K +6,585 +3%
RIL
491
Rothschild Investment LLC
Illinois
$24.6M -$506K -4,736 -2%
JIC
492
Johnson Investment Counsel
Ohio
$24.3M +$369K +3,451 +2%
APFBOT
493
Amica Pension Fund Board of Trustees
Rhode Island
$24.3M +$3.73M +34,859 +18%
MCM
494
MAI Capital Management
Ohio
$24.2M -$468K -4,379 -2%
PA
495
Profund Advisors
Maryland
$24.2M +$9.74M +91,099 +67%
JCM
496
Janney Capital Management
Pennsylvania
$24.1M -$5.29M -49,435 -18%
OPCM
497
Osborne Partners Capital Management
California
$23.9M -$356K -3,331 -1%
Truist Financial
498
Truist Financial
North Carolina
$23.9M -$345K -3,225 -1%
ELI
499
Empire Life Investments
Ontario, Canada
$23.7M -$587K -5,486 -2%
SI
500
Stephens Inc
Arkansas
$23.6M -$615K -5,755 -3%
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