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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 %
CT
551
Cambridge Trust
Massachusetts
$19.6M +$5.91M +55,239 +43%
MG
552
Markel Group
Virginia
$19.6M – – –
RCM
553
Rockshelter Capital Management
Pennsylvania
$19.5M -$4.04M -37,797 -17%
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$19.5M +$9.04M +84,562 +86%
MC
555
Martin Currie
United Kingdom
$19.5M – – –
NAM
556
NorthCoast Asset Management
Connecticut
$19.4M +$19.4M +181,567 New
BB
557
Busey Bank
Illinois
$19.4M -$22.5K -210 -0.1%
CTA
558
Chesley Taft & Associates
Illinois
$19.3M +$48.1K +450 +0.3%
BCM
559
Bridgeway Capital Management
Texas
$19.3M -$1.55M -14,500 -7%
ICP
560
Ironvine Capital Partners
Nebraska
$19.3M +$19.3M +180,017 New
CS
561
Central Securities
New York
$19.2M -$2.14M -20,000 -10%
LBC
562
Lowe Brockenbrough & Co
Virginia
$19.2M -$207K -1,934 -1%
ACM
563
Azimuth Capital Management
Michigan
$19.2M -$552K -5,161 -3%
ADEF
564
Adams Diversified Equity Fund
Maryland
$19.1M – – –
Mariner
565
Mariner
Kansas
$18.9M +$1.75M +16,400 +10%
QAM
566
QCI Asset Management
New York
$18.9M +$74.6K +698 +0.4%
DGHMC
567
Dalton, Greiner, Hartman, Maher & Co
New York
$18.9M -$2.39M -22,346 -11%
Temasek Holdings
568
Temasek Holdings
Singapore
$18.8M -$9.42M -88,112 -33%
BFS
569
Baskin Financial Services
Ontario, Canada
$18.8M -$382K -3,571 -2%
CA
570
Clearstead Advisors
Ohio
$18.7M +$146K +1,363 +0.8%
OA
571
Oak Associates
Ohio
$18.7M -$215K -2,008 -1%
ACI
572
Alpha Cubed Investments
California
$18.6M +$1.39M +12,988 +8%
BPC
573
Banque Pictet & Cie
Switzerland
$18.6M +$1.27M +11,919 +7%
FBP
574
Flippin Bruce & Porter
Virginia
$18.5M -$764K -7,147 -4%
BIP
575
Brandes Investment Partners
California
$18.5M -$680K -6,358 -4%
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