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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 %
OI
601
Oakbrook Investments
Illinois
$16.6M -$642K -6,000 -4%
NCM
602
Noesis Capital Mangement
Florida
$16.6M -$88.1K -824 -0.5%
MML Investors Services
603
MML Investors Services
Massachusetts
$16.5M +$386K +3,606 +2%
CCMIC
604
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16.5M +$91.4K +855 +0.6%
CW
605
Cabot-Wellington
Massachusetts
$16.4M -$150K -1,405 -0.9%
PAG
606
Private Advisor Group
New Jersey
$16.4M -$7.09M -65,433 -30%
CCM
607
Cohen Capital Management
California
$16.4M -$186K -1,735 -1%
FNT
608
First National Trust
Pennsylvania
$16.3M +$224K +2,098 +1%
V
609
Veritable
Delaware
$16.3M -$1.39M -12,968 -8%
RBA
610
Richard Bernstein Advisors
New York
$16.2M +$1.87M +17,444 +13%
NB
611
NBT Bank
New York
$16.2M -$396K -3,704 -2%
MIFH
612
Migdal Insurance & Financial Holdings
Israel
$16.1M -$746K -6,973 -4%
SSB
613
Sandy Spring Bank
Maryland
$16.1M +$419K +3,918 +3%
SCA
614
Stillwater Capital Advisors
Pennsylvania
$16.1M -$9.09K -85 -0.1%
SCM
615
SKBA Capital Management
California
$16.1M -$192K -1,800 -1%
AIP
616
Ameritas Investment Partners
Nebraska
$16.1M -$1.7M -16,107 -10%
CCM
617
Cadence Capital Management
Massachusetts
$15.9M -$144K -1,350 -0.9%
FAB
618
First American Bank
Illinois
$15.9M -$3.64K -34 -0%
NRS
619
Neville Rodie & Shaw
New York
$15.8M +$1.72M +16,044 +12%
CB
620
Chemical Bank
Michigan
$15.7M -$97.2K -909 -0.6%
PCM
621
Parsons Capital Management
Rhode Island
$15.7M -$176K -1,646 -1%
MYAM
622
Meiji Yasuda Asset Management
Japan
$15.5M -$215K -2,012 -1%
CC
623
Cadinha & Co
Hawaii
$15.5M -$177K -1,656 -1%
FNBT
624
FineMark National Bank & Trust
Florida
$15.5M -$335K -3,128 -2%
HCMNY
625
Howard Capital Management (New York)
New York
$15.3M -$201K -1,881 -1%
23 24
25
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