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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 %
BIAS
576
Beacon Investment Advisory Services
New Jersey
$18.5M -$2.15M -20,127 -10%
EGA
577
Eagle Global Advisors
Texas
$18.5M +$75.8K +709 +0.4%
CTC
578
Central Trust Company
Missouri
$18.3M +$108K +1,010 +0.6%
DBT
579
Dubuque Bank & Trust
Iowa
$18.3M -$112K -1,049 -0.6%
DWM
580
Doyle Wealth Management
Florida
$18.2M -$688K -6,429 -4%
ACM
581
Advisors Capital Management
New Jersey
$18.2M -$317K -2,960 -2%
BCM
582
BTR Capital Management
California
$18.1M -$304K -2,839 -2%
BUB
583
BBVA USA Bancshares
Texas
$18M -$317K -2,964 -2%
SC
584
SouthState Corp
Florida
$18M +$1.86M +17,375 +12%
AJ
585
Ashburton (Jersey)
Jersey
$17.9M +$1.14M +10,621 +7%
HW
586
Hancock Whitney
Mississippi
$17.9M +$308K +2,877 +2%
SWP
587
Stratos Wealth Partners
Ohio
$17.7M -$302K -2,824 -2%
KFC
588
Klingenstein Fields & Co
New York
$17.7M +$83K +776 +0.5%
FSA
589
Franklin Street Advisors
North Carolina
$17.4M +$343K +3,208 +2%
FIB
590
First Interstate Bank
Montana
$17.3M -$172K -1,612 -1%
CI
591
Cigna Investments
Connecticut
$17.3M -$808K -7,553 -4%
MSR
592
Main Street Research
Connecticut
$17.2M +$262K +2,454 +2%
FANJ
593
Financial Architects (New Jersey)
New Jersey
$17.2M -$267K -2,493 -2%
GMI
594
Greystone Managed Investments
Saskatchewan, Canada
$17.1M -$172K -1,606 -1%
AAIM
595
American Assets Investment Management
California
$17.1M -$991K -9,270 -5%
VIP
596
Vantage Investment Partners
Missouri
$17.1M -$27.4M -256,383 -62%
IAM
597
Impax Asset Management
New Hampshire
$17M -$2.97M -27,800 -15%
AP
598
Appleton Partners
Massachusetts
$16.9M +$456K +4,262 +3%
CCM
599
Chilton Capital Management
Texas
$16.8M -$353K -3,305 -2%
SIC
600
Salem Investment Counselors
North Carolina
$16.8M -$312K -2,920 -2%
22 23
24
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