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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 %
SGK
726
Steigerwald Gordon & Koch
Virginia
$11.8M +$103K +968 +0.9%
RW
727
Rand Wealth
Maryland
$11.8M -$358K -3,347 -3%
M
728
MOTCO
Texas
$11.8M -$460K -4,297 -4%
CCT
729
Chemung Canal Trust
New York
$11.8M -$530K -4,954 -4%
SWM
730
SVA Wealth Management
Wisconsin
$11.7M -$145K -1,354 -1%
ECM
731
ETrade Capital Management
Virginia
$11.7M +$2.31M +21,574 +24%
B
732
Bailard
California
$11.7M -$309K -2,890 -3%
CC
733
Courier Capital
New York
$11.7M +$462K +4,322 +4%
CIA
734
Choate Investment Advisors
Massachusetts
$11.7M -$145K -1,356 -1%
SFM
735
Systematic Financial Management
New Jersey
$11.6M -$574K -5,363 -5%
CWM
736
Cabot Wealth Management
Massachusetts
$11.6M -$537K -5,023 -4%
MCM
737
Murphy Capital Management
New Jersey
$11.6M -$41.5K -388 -0.4%
OC
738
Oakworth Capital
Alabama
$11.6M +$801K +7,668 +7%
CC
739
ClearArc Capital
Ohio
$11.6M +$401K +3,752 +4%
RCIM
740
Russell Clark Investment Management
United Kingdom
$11.6M -$1.07M -10,000 -8%
RWP
741
RWA Wealth Partners
Massachusetts
$11.5M +$1.25M +11,734 +12%
PWM
742
Patriot Wealth Management
Texas
$11.5M +$164K +1,531 +1%
TC
743
Trust Company
Kansas
$11.5M -$1.01M -9,458 -8%
AC
744
Alexandria Capital
Virginia
$11.4M -$69.8K -653 -0.6%
FMBTD
745
First Midwest Bank Trust Division
Illinois
$11.4M -$726K -6,787 -6%
SC
746
Skylands Capital
Wisconsin
$11.4M -$759K -7,100 -6%
RGI
747
River Global Investors
United Kingdom
$11.4M +$2.18M +20,298 +24%
CF
748
CNA Financial
Illinois
$11.3M -$517K -4,837 -4%
GLA
749
Great Lakes Advisors
Illinois
$11.3M +$639K +5,977 +6%
AT
750
Argent Trust
Texas
$11.3M -$317K -2,960 -3%
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30
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