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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
1
State Street
Massachusetts
$18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$367M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$919M
5
Wells Fargo
5
Wells Fargo
California
$3.12B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.54B
2
Harris Associates
2
Harris Associates
Illinois
$377M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
4
Credit Agricole
France
$23.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$924M -$66.1M -617,855 -7%
AAMU
52
Amundi Asset Management US
Massachusetts
$919M +$286M +2,674,127 +45%
Eagle Capital Management (New York)
53
Eagle Capital Management (New York)
New York
$896M -$18.6M -174,210 -2%
TA
54
Teachers Advisors
New York
$865M -$17.5M -163,665 -2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$851M +$38.6M +361,065 +5%
PI
56
Putnam Investments
Massachusetts
$851M -$14.6M -136,825 -2%
ClearBridge Investments
57
ClearBridge Investments
New York
$822M +$577K +5,395 +0.1%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$804M +$20.9M +195,567 +3%
CS
59
Credit Suisse
Switzerland
$792M +$47.6M +444,718 +6%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$779M -$5.24M -49,046 -0.7%
PP
61
Prudential plc
United Kingdom
$766M -$35.8M -334,336 -4%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$739M -$45.8M -428,140 -6%
AQR Capital Management
63
AQR Capital Management
Connecticut
$739M -$17M -158,942 -2%
GA
64
Greenhaven Associates
New York
$733M -$5.16M -48,290 -0.7%
Swedbank
65
Swedbank
Sweden
$700M +$33M +308,330 +5%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$690M +$24.8M +232,265 +4%
TIM
67
Thornburg Investment Management
New Mexico
$668M +$13.1M +122,222 +2%
Sanders Capital
68
Sanders Capital
Florida
$667M +$9.56M +89,400 +1%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$660M +$5.39M +50,394 +0.8%
APG Asset Management
70
APG Asset Management
Netherlands
$658M +$93.2M +1,046,834 +17%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$642M -$7.55M -70,576 -1%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$636M +$194M +1,812,505 +44%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$635M -$27M -252,141 -4%
Asset Management One
74
Asset Management One
Japan
$605M -$13.9M -130,344 -2%
WRF
75
Waddell & Reed Financial
Kansas
$600M -$68.5M -640,133 -10%
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