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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 %
HP
501
Hosking Partners
United Kingdom
$23.5M +$1.61M +15,067 +7%
LS
502
Livforsakringsbolaget Skandia
Sweden
$23.4M -$2.89M -27,000 -11%
SRC
503
Shufro Rose & Co
New York
$23.3M -$224K -2,099 -1%
Credit Agricole
504
Credit Agricole
France
$23.2M -$294M -2,752,994 -93%
GL
505
GLG LLC
New York
$23.2M -$6.19M -57,900 -21%
TM
506
Tiger Management
New York
$23.1M -$2.53M -23,700 -10%
WTC
507
WhitTier Trust Company
Nevada
$23M +$319K +2,987 +1%
ELC
508
Edgar Lomax Company
Virginia
$22.9M -$665K -6,215 -3%
KRS
509
Kentucky Retirement Systems
Kentucky
$22.9M -$447K -4,179 -2%
MAM
510
Majedie Asset Management
United Kingdom
$22.9M -$436K -4,079 -2%
AHB
511
Abner Herrman & Brock
New Jersey
$22.8M +$104K +970 +0.5%
DADC
512
D.A. Davidson & Co
Montana
$22.8M +$1.7M +15,869 +8%
PP
513
Paloma Partners
Connecticut
$22.8M +$11.3M +105,641 +98%
CIC
514
Carnegie Investment Counsel
Ohio
$22.8M +$6.46M +57,675 +40%
TIAAOA
515
Teachers Insurance & Annuity Association of America
New York
$22.6M +$1.19M +11,110 +6%
LSERS
516
Louisiana State Employees Retirement System
Louisiana
$22.5M -$1.03M -9,600 -4%
CONA
517
Capital One National Association
New York
$22.4M +$77K +720 +0.3%
TAM
518
Taurus Asset Management
New York
$22.2M -$50.8K -475 -0.2%
Jacobs Levy Equity Management
519
Jacobs Levy Equity Management
New Jersey
$22.2M -$48.1K -450 -0.2%
CA
520
Cornerstone Advisors
North Carolina
$22.1M – – –
WIA
521
Wealthstreet Investment Advisors
Texas
$22M +$22M +206,179 New
Cerity Partners
522
Cerity Partners
New York
$22M +$594K +5,557 +3%
WIC
523
Willis Investment Counsel
Georgia
$22M -$438K -4,097 -2%
GAI
524
General American Investors
New York
$21.9M – – –
CFB
525
Cullen/Frost Bankers
Texas
$21.9M +$33.9K +317 +0.2%
19 20
21
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