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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 %
RE
751
RBC Europe
United Kingdom
$11.3M +$385K +3,598 +4%
CI
752
Capital International
California
$11.3M -$22M -205,432 -66%
1SB
753
1ST Source Bank
Indiana
$11.3M -$281K -2,632 -2%
CCFCSB
754
Cape Cod Five Cents Savings Bank
Massachusetts
$11.2M +$477K +4,458 +4%
CRCM
755
Crystal Rock Capital Management
Illinois
$11.2M -$244K -2,284 -2%
FAM
756
Foresters Asset Management
Ontario, Canada
$11.2M -$2.01M -14,950 -15%
RIM
757
Regent Investment Management
Kentucky
$11.2M -$108K -1,012 -1%
BCM
758
BlueCrest Capital Management
Jersey
$11.1M -$113K -1,055 -1%
WC
759
Wexford Capital
Florida
$11.1M -$1.68M -15,743 -13%
FTC
760
Farmers Trust Company
Ohio
$11.1M +$163K +1,520 +1%
ERIM
761
Eagle Ridge Investment Management
Connecticut
$11.1M -$65.8K -615 -0.6%
FHA
762
First Horizon Advisors
Tennessee
$11.1M +$80.9K +749 +0.7%
FBB
763
Fulton Breakefield Broenniman
Maryland
$10.8M +$8.77M +82,041 +427%
CIA
764
CCM Investment Advisers
South Carolina
$10.8M -$675K -6,316 -6%
AAF
765
Andra AP-fonden
Sweden
$10.8M -$1.58M -14,800 -13%
GC
766
Gratus Capital
Georgia
$10.8M +$1.21M +11,280 +13%
AAP
767
Aristotle Atlantic Partners
Florida
$10.7M +$10.7M +100,412 New
DY
768
Dowling & Yahnke
California
$10.7M -$48.4K -453 -0.5%
VV
769
Verity & Verity
South Carolina
$10.6M +$33.4K +312 +0.3%
MYLI
770
Meiji Yasuda Life Insurance
Japan
$10.6M +$90K +842 +0.9%
OCM
771
Oakwood Capital Management
California
$10.6M -$326K -3,045 -3%
PI
772
Pettee Investors
Connecticut
$10.6M -$8.02K -75 -0.1%
PAM
773
Paradigm Asset Management
New York
$10.6M +$7.23M +67,600 +216%
GC
774
Grace Capital
Massachusetts
$10.6M +$304K +2,845 +3%
II
775
IFM Investors
Australia
$10.5M -$93.2K -872 -0.9%
29 30
31
32 33