JPM icon

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 %
DJSG
526
D.J. St. Germain
Massachusetts
$21.8M -$4.8M -44,860 -18%
PMAM
527
Picton Mahoney Asset Management
Ontario, Canada
$21.8M +$3.84M +35,900 +21%
BPB
528
Badgley, Phelps & Bell
Washington
$21.8M -$155K -1,450 -0.7%
PAM
529
Private Asset Management
California
$21.6M +$178K +1,665 +0.8%
BCAM
530
Boston Common Asset Management
Massachusetts
$21.6M +$967K +9,044 +5%
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$21.5M +$40.7K +381 +0.2%
EARNEST Partners
532
EARNEST Partners
Georgia
$21.4M -$1.17M -10,978 -5%
CL
533
Chubb Ltd
Switzerland
$21.4M – – –
CCM
534
Covington Capital Management
California
$21.3M -$573K -5,357 -3%
Marshall Wace
535
Marshall Wace
United Kingdom
$21.3M +$19M +177,892 +849%
EWA
536
EP Wealth Advisors
California
$21.3M +$355K +3,315 +2%
SYBT
537
Stock Yards Bank & Trust
Kentucky
$21.1M -$19.8K -185 -0.1%
NIM
538
Northeast Investment Management
Massachusetts
$21M +$812K +7,590 +4%
HJGA
539
Hardman Johnston Global Advisors
Connecticut
$20.9M -$15K -140 -0.1%
DDPIC
540
Deroy & Devereaux Private Investment Counsel
Michigan
$20.6M -$128K -1,199 -0.6%
ESBC
541
E.S. Barr & Co
Kentucky
$20.4M +$18.1K +169 +0.1%
MIM
542
Marco Investment Management
Georgia
$20.3M -$1.33M -12,460 -6%
First Manhattan
543
First Manhattan
New York
$20.3M -$343K -3,207 -2%
HIM
544
Hermes Investment Management
United Kingdom
$20.2M -$411K -3,845 -2%
CAM
545
Carret Asset Management
New York
$20.1M -$212K -1,985 -1%
PWP
546
Private Wealth Partners
California
$20M +$27.3K +255 +0.1%
Daiwa Securities Group
547
Daiwa Securities Group
Japan
$19.9M +$768K +7,185 +4%
MSE
548
MUFG Securities EMEA
United Kingdom
$19.8M +$19.8M +185,000 New
BCM
549
Barometer Capital Management
Ontario, Canada
$19.7M -$647K -6,050 -3%
GAM
550
GVO Asset Management
Switzerland
$19.7M -$11.1M -103,700 -36%
20 21
22
23 24