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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 %
FCBT
651
First Citizens Bank & Trust
North Carolina
$14.3M -$2.12M -19,801 -13%
CWM
652
Calamos Wealth Management
Illinois
$14.2M +$2.94M +27,492 +26%
CA
653
Callahan Advisors
Texas
$14.1M -$497K -4,651 -3%
KIA
654
KCM Investment Advisors
California
$14.1M +$128K +1,193 +0.9%
LIA
655
LS Investment Advisors
Michigan
$14.1M -$240K -2,245 -2%
AIM
656
Avity Investment Management
Connecticut
$14.1M +$468K +4,374 +3%
KWILP
657
Kiwi Wealth Investments Limited Partnership
New Zealand
$14M -$11.9M -110,907 -46%
CTA
658
Colonial Trust Advisors
South Carolina
$14M +$3.08M +28,794 +28%
GIM
659
Grassi Investment Management
California
$13.9M +$261K +2,436 +2%
NIPH
660
NN Investment Partners Holdings
Netherlands
$13.9M -$34.2M -319,703 -71%
LG
661
LaFleur & Godfrey
Michigan
$13.8M +$34.2K +320 +0.2%
KA
662
KLCM Advisors
Wisconsin
$13.7M -$187K -1,745 -1%
TYCC
663
Texas Yale Capital Corp
Florida
$13.7M +$535 +5 +0%
BIM
664
Bridges Investment Management
Nebraska
$13.7M +$275K +2,570 +2%
SIP
665
Stoneridge Investment Partners
Pennsylvania
$13.6M +$549K +5,137 +4%
BBA
666
BLB&B Advisors
Pennsylvania
$13.6M -$26.4K -247 -0.2%
CCMD
667
Cypress Capital Management (Delaware)
Delaware
$13.6M +$1.75M +16,368 +15%
CAM
668
Cypress Asset Management
Texas
$13.5M -$582K -5,445 -4%
CIS
669
Connors Investor Services
Pennsylvania
$13.5M +$256K +2,391 +2%
TU
670
TDAM USA
Ontario, Canada
$13.4M -$325K -3,037 -2%
GCA
671
Guardian Capital Advisors
Ontario, Canada
$13.3M -$93.1K -824 -0.7%
PP
672
Patten & Patten
Tennessee
$13.1M -$129K -1,208 -1%
PFP
673
Pinnacle Financial Partners
Tennessee
$13.1M +$1.87M +17,501 +17%
ACH
674
ArrowMark Colorado Holdings
Colorado
$13.1M – – –
MC
675
Middleton & Co
Massachusetts
$13.1M +$698K +6,523 +6%
25 26
27
28 29