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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 %
AT
801
Arden Trust
Delaware
$9.86M -$65K -608 -0.7%
KRSITF
802
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.85M -$192K -1,800 -2%
FAT
803
First American Trust
California
$9.84M +$144K +1,342 +1%
HRC
804
Hoertkorn Richard Charles
$9.79M -$733K -6,850 -7%
BSPF
805
British Steel Pension Fund
United Kingdom
$9.77M – – –
JMFC
806
J.M. Forbes & Co
Massachusetts
$9.75M +$270K +2,529 +3%
BS
807
Banco Santander
Spain
$9.69M -$6.47M -60,514 -40%
CC
808
Cannell & Co
New York
$9.69M -$14.7K -137 -0.2%
CCM
809
Channing Capital Management
Illinois
$9.68M – – –
FC
810
Ferris Capital
Massachusetts
$9.61M +$4.76M +44,474 +98%
HAG
811
HighPoint Advisor Group
Illinois
$9.55M +$87.1K +775 +0.9%
ARTA
812
A.R.T. Advisors
New York
$9.54M +$1.04M +9,700 +12%
BC
813
Bartlett & Co
Ohio
$9.52M -$252K -2,356 -3%
WMC
814
Westwood Management Corporation
Illinois
$9.5M +$8.81M +82,350 +1,266%
FNFDCM
815
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.46M -$412K -3,855 -4%
ZCA
816
Zeke Capital Advisors
Pennsylvania
$9.43M +$2.55M +23,804 +37%
CAPTRUST Financial Advisors
817
CAPTRUST Financial Advisors
North Carolina
$9.37M +$8.71M +81,404 +1,312%
BCM
818
BTC Capital Management
Iowa
$9.36M +$80.4K +752 +0.9%
WSCM
819
Wellington Shields Capital Management
New York
$9.35M +$1.04M +9,701 +12%
NEAM
820
New England Asset Management
Connecticut
$9.35M -$374K -3,500 -4%
EWM
821
Edge Wealth Management
New York
$9.33M -$665K -6,186 -7%
BOH
822
Bank of Hawaii
Hawaii
$9.33M +$144K +1,343 +2%
MIA
823
MainStreet Investment Advisors
Illinois
$9.3M +$9.3M +86,920 New
LPC
824
Loeb Partners Corp
New York
$9.25M +$1.01M +9,400 +12%
EVM
825
Evelyn V. Moreno
$9.18M -$476K -4,450 -5%
31 32
33
34 35