JPM icon

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 %
IRF
776
IBM Retirement Fund
New York
$10.5M +$272K +2,330 +3%
NEI
777
Northwest & Ethical Investments
Ontario, Canada
$10.5M +$302K +2,824 +3%
VFA
778
Valeo Financial Advisors
Indiana
$10.4M +$513K +4,800 +5%
BCP
779
Blue Chip Partners
Michigan
$10.4M +$267K +2,498 +3%
NCM
780
Narwhal Capital Management
Georgia
$10.4M +$458K +4,285 +5%
NC
781
Northpointe Capital
Michigan
$10.4M +$3.45M +32,219 +49%
AC
782
Alley Company
Illinois
$10.4M -$551K -5,150 -5%
RWA
783
Ropes Wealth Advisors
Massachusetts
$10.4M -$266K -2,485 -2%
HVIA
784
Hudson Valley Investment Advisors
New York
$10.3M +$46.7K +437 +0.5%
OMC
785
Overbrook Management Corp
New York
$10.3M -$41.7K -390 -0.4%
BHIA
786
Birch Hill Investment Advisors
Massachusetts
$10.2M -$72.7K -680 -0.7%
FM
787
Foster & Motley
Ohio
$10.2M +$49.3K +461 +0.5%
Ninety One (UK)
788
Ninety One (UK)
United Kingdom
$10.2M +$10.2M +95,300 New
AP
789
Advisor Partners
California
$10.1M +$1.11M +9,814 +12%
BCM
790
Brookmont Capital Management
Texas
$10.1M +$2.93M +27,365 +41%
SVC
791
Strycker View Capital
New York
$10.1M -$3.39M -31,702 -25%
CBOR
792
Community Bank of Raymore
Missouri
$10M -$21.4K -200 -0.2%
BC
793
Brinker Capital
Pennsylvania
$9.98M -$492K -4,600 -5%
I
794
IberiaBank
Louisiana
$9.97M +$154K +1,434 +2%
CCC
795
Cincinnati Casualty Company
Ohio
$9.95M – – –
CSUI
796
Cincinnati Specialty Underwriters Insurance
Ohio
$9.95M – – –
CSC
797
Cove Street Capital
California
$9.94M -$610K -5,700 -6%
BIA
798
Biondo Investment Advisors
Pennsylvania
$9.93M -$91.4K -855 -0.9%
CCP
799
Corient Capital Partners
California
$9.92M +$225K +2,100 +2%
MA
800
Montag & Associates
Georgia
$9.9M +$680K +6,360 +7%
30 31
32
33 34