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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 %
QIM
676
Quest Investment Management
Oregon
$13.1M -$94.9K -887 -0.7%
AHC
677
Adell Harriman & Carpenter
Texas
$13.1M -$408K -3,812 -3%
CANC
678
Culbertson A N & Co
Virginia
$13.1M +$9.3K +87 +0.1%
FAAS
679
First Allied Advisory Services
California
$13.1M +$104K +973 +0.8%
SAM
680
Strategy Asset Managers
California
$13.1M +$245K +2,287 +2%
CM
681
Castleark Management
Illinois
$13.1M – – –
AFG
682
Albion Financial Group
Utah
$13.1M -$178K -1,668 -1%
SDJVC
683
St. Denis J. Villere & Co
Louisiana
$13M -$2.22M -20,800 -15%
MERSOM
684
Municipal Employees' Retirement System of Michigan
Michigan
$13M -$165K -1,540 -1%
FPCM
685
Financial Partners Capital Management
New York
$13M -$55.1K -515 -0.4%
TSW
686
Thompson Siegel & Walmsley
Virginia
$13M +$153K +1,432 +1%
TCOV
687
Trust Company of Vermont
Vermont
$12.9M -$54.1K -506 -0.4%
DMIC
688
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.8M -$217K -2,033 -2%
Pacer Advisors
689
Pacer Advisors
Pennsylvania
$12.8M +$2.74M +25,577 +27%
CA
690
Cullinan Associates
Kentucky
$12.8M -$639K -5,979 -5%
TH
691
Timber Hill
Connecticut
$12.8M +$9.37M +87,608 +276%
GP
692
Greenline Partners
New York
$12.8M +$12.8M +119,283 New
HFS
693
Haverford Financial Services
Pennsylvania
$12.8M -$14.7K -137 -0.1%
CI
694
Conning Inc
Connecticut
$12.6M +$1.03M +9,641 +9%
DA
695
DSC Advisors
Illinois
$12.6M +$25K +234 +0.2%
BCMNY
696
Buckingham Capital Management (New York)
New York
$12.5M -$64.1K -599 -0.5%
DSI
697
Daiwa SB Investments
Japan
$12.4M -$63.1K -590 -0.5%
1IA
698
1834 Investment Advisors
Wisconsin
$12.4M +$338K +3,156 +3%
HR
699
Howe & Rusling
New York
$12.4M -$194K -1,813 -2%
KCM
700
Kanawha Capital Management
Virginia
$12.3M -$42.5K -397 -0.3%
26 27
28
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