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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 %
WAM
701
Winslow Asset Management
Ohio
$12.2M +$26.2K +245 +0.2%
AC
702
AFAM Capital
Texas
$12.2M -$419K -3,922 -3%
CW
703
Cobiz Wealth
Colorado
$12.2M -$291K -2,720 -2%
VC
704
Vestor Capital
Illinois
$12.2M -$103K -960 -0.8%
EWM
705
Evercore Wealth Management
New York
$12.1M +$275K +2,569 +2%
MAM
706
Meeder Asset Management
Ohio
$12.1M +$397K +3,709 +3%
DBG
707
De Burlo Group
Massachusetts
$12.1M +$12.1M +113,000 New
SCA
708
Stonebridge Capital Advisors
Minnesota
$12.1M -$227K -2,119 -2%
AF
709
Alerus Financial
North Dakota
$12.1M -$49.2K -460 -0.4%
FFBTD
710
First Financial Bank - Trust Division
Ohio
$12M -$52.9K -495 -0.4%
WF
711
WealthTrust Fairport
Ohio
$12M -$78.4K -733 -0.6%
WTB
712
Washington Trust Bank
Washington
$12M +$317K +2,969 +3%
CNBT
713
Canandaigua National Bank & Trust
New York
$11.9M -$165K -1,544 -1%
CAM
714
Congress Asset Management
Massachusetts
$11.9M +$19.5K +182 +0.2%
BCM
715
Buckhead Capital Management
Georgia
$11.9M -$101K -943 -0.8%
CFM
716
Coronation Fund Managers
South Africa
$11.9M -$5.9M -55,210 -33%
IA
717
IFP Advisors
Florida
$11.9M -$6.66M -62,314 -36%
JAM
718
JCIC Asset Management
Ontario, Canada
$11.8M -$95.6K -894 -0.8%
RCP
719
Rothschild Capital Partners
New York
$11.8M -$104K -977 -0.9%
FFA
720
First Foundation Advisors
California
$11.8M -$4.49K -42 -0%
PAM
721
Premier Asset Management
Illinois
$11.8M -$722K -6,750 -6%
RIG
722
Roosevelt Investment Group
New York
$11.8M +$798K +7,462 +7%
FMII
723
Farmers & Merchants Investments Inc
Nebraska
$11.8M -$16.5K -154 -0.1%
SBIA
724
Sheaff Brock Investment Advisors
Indiana
$11.8M -$113K -1,058 -0.9%
TIM
725
Thompson Investment Management
Wisconsin
$11.8M -$488K -4,565 -4%
27 28
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