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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 %
CBB
626
Citizens Business Bank
California
$15.3M -$56.7K -530 -0.4%
11A
627
10-15 Associates
New York
$15.3M -$78.3K -732 -0.5%
CIP
628
Convergence Investment Partners
Florida
$15.3M +$517K +4,836 +4%
LM
629
Lincluden Management
Ontario, Canada
$15.2M -$448K -4,190 -3%
MI
630
Markston International
New York
$15.2M -$160K -1,495 -1%
PNAA
631
Pictet North America Advisors
Switzerland
$15.1M +$451K +4,219 +3%
AA
632
Ancora Advisors
Ohio
$15.1M +$1.15M +10,750 +8%
LMGAM
633
Liberty Mutual Group Asset Management
Massachusetts
$15M -$1.27M -11,909 -8%
FA
634
FDx Advisors
Illinois
$15M +$442K +4,132 +3%
TCM
635
Tufton Capital Management
Maryland
$14.9M -$155K -1,449 -1%
FBC
636
Fairfield, Bush & Co
Connecticut
$14.9M -$106K -994 -0.7%
W
637
Wealthfront
California
$14.9M +$1.85M +17,288 +14%
WAM
638
Wilsey Asset Management
California
$14.8M -$103K -967 -0.7%
JPMIA
639
J.P. Marvel Investment Advisors
Massachusetts
$14.8M -$109K -1,019 -0.7%
6M
640
6 Meridian
Kansas
$14.8M +$14.8M +138,288 New
WB
641
Webster Bank
Connecticut
$14.7M +$58.8K +550 +0.4%
FMC
642
First Merchants Corp
Indiana
$14.5M -$549K -5,132 -4%
RC
643
RBO & Co
California
$14.5M -$34.5K -323 -0.2%
EWM
644
Endurance Wealth Management
Rhode Island
$14.5M -$152K -1,424 -1%
SSWM
645
Smith Salley Wealth Management
North Carolina
$14.5M +$218K +2,041 +2%
NSEDCP
646
NJ State Employees Deferred Compensation Plan
New Jersey
$14.4M – – –
SPIA
647
Steward Partners Investment Advisory
New York
$14.4M +$3.92M +36,658 +37%
SCM
648
Shelton Capital Management
Colorado
$14.4M -$144K -1,345 -1%
SLI
649
Sumitomo Life Insurance
Japan
$14.3M -$1.01M -9,412 -7%
RI
650
Redwood Investments
Massachusetts
$14.3M -$71.4K -668 -0.5%
24 25
26
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