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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 %
FLPIM
826
F.L. Putnam Investment Management
Massachusetts
$9.17M +$110K +1,031 +1%
BCMO
827
Buckingham Capital Management (Ohio)
Ohio
$9.15M +$258K +2,416 +3%
FG
828
Fiduciary Group
Georgia
$9.14M +$8.23K +77 +0.1%
LIM
829
Leavell Investment Management
Alabama
$9.14M +$85.6K +800 +0.9%
CAN
830
Cetera Advisor Networks
California
$9.08M -$894K -8,371 -9%
DWA
831
Douglass Winthrop Advisors
New York
$9M +$7.38K +69 +0.1%
VW
832
Vantage Wealth
California
$8.97M – – –
MC
833
Moors & Cabot
Massachusetts
$8.96M +$355K +3,324 +4%
LSA
834
L & S Advisors
California
$8.96M +$3.17M +29,599 +55%
AHC
835
Anderson Hoagland & Co
Missouri
$8.94M -$516K -4,826 -5%
BOTW
836
Bank of the West
California
$8.84M -$298K -2,786 -3%
DLCIG
837
D.L. Carlson Investment Group
New Hampshire
$8.82M +$488K +4,562 +6%
PVH
838
Psagot Value Holdings
Israel
$8.76M +$1.42M +13,291 +19%
VIA
839
Virtus Investment Advisers
Connecticut
$8.76M +$308K +2,884 +4%
SAM
840
Security Asset Management
New York
$8.75M -$254K -2,371 -3%
CDH
841
Charles D. Hyman
$8.75M +$942K +8,811 +12%
GI
842
Gradient Investments
Minnesota
$8.71M +$315K +2,945 +4%
AAM
843
AR Asset Management
California
$8.7M -$10.7K -100 -0.1%
LMIM
844
Lockheed Martin Investment Management
Maryland
$8.68M +$2.48M +23,200 +40%
Parallax Volatility Advisers
845
Parallax Volatility Advisers
California
$8.67M +$8.67M +81,040 New
FCA
846
Florence Capital Advisors
New York
$8.65M – – –
AC
847
Argentiere Capital
Switzerland
$8.59M – – –
BPM
848
Bowling Portfolio Management
Ohio
$8.57M +$17.1K +160 +0.2%
SFS
849
Strategic Financial Services
New York
$8.57M -$165K -1,545 -2%
NPF
850
Norris Perne & French
Michigan
$8.56M -$10.2K -95 -0.1%
32 33
34
35 36