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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 %
CHA
851
Cedar Hill Associates
Illinois
$8.53M -$417K -3,902 -5%
RCM
852
Riverhead Capital Management
Delaware
$8.53M -$548K -5,126 -6%
AC
853
Addenda Capital
Quebec, Canada
$8.52M -$580K -5,422 -6%
CCG
854
Cypress Capital Group
Florida
$8.51M -$495K -4,627 -5%
TBA
855
Tower Bridge Advisors
Pennsylvania
$8.5M +$466K +4,362 +6%
CCM
856
Compton Capital Management
Rhode Island
$8.48M -$63.1K -590 -0.7%
GW
857
GW & Wade
Massachusetts
$8.44M +$960K +8,980 +13%
SH
858
Sandia Holdings
Connecticut
$8.41M – – –
OWD
859
Osborn Williams & Donohoe
Ohio
$8.34M +$59.7K +558 +0.7%
MRCM
860
M&R Capital Management
New Jersey
$8.32M +$70.7K +661 +0.9%
PTC
861
Private Trust Company
Ohio
$8.29M -$56K -524 -0.7%
DP
862
Dearborn Partners
Illinois
$8.19M -$56.9K -532 -0.7%
DLG
863
Daniel L. Goodwin
$8.19M – – –
WFMPM
864
Woodley Farra Manion Portfolio Management
Indiana
$8.12M +$9.3K +87 +0.1%
QF
865
QVT Financial
New York
$8.11M -$941K -8,804 -10%
RAM
866
Riggs Asset Management
Pennsylvania
$8.06M -$98.4K -920 -1%
BWFA
867
Baltimore-Washington Financial Advisors
Maryland
$8.02M +$3.73M +34,886 +87%
MP
868
MSD Partners
New York
$8.02M – – –
BCM
869
Bourgeon Capital Management
Connecticut
$7.99M -$153K -1,427 -2%
ECM
870
Exchange Capital Management
Michigan
$7.97M -$2.53M -23,652 -24%
H
871
HoyleCohen
California
$7.96M +$7.96M +74,390 New
CFA
872
Carroll Financial Associates
North Carolina
$7.95M -$999K -9,342 -11%
SCM
873
Suffolk Capital Management
New York
$7.94M -$2.44M -22,813 -24%
LTI
874
Laffer Tengler Investments
Tennessee
$7.89M -$226K -2,109 -3%
UOC
875
UBS O'Connor
Illinois
$7.86M +$7.86M +73,500 New
33 34
35
36 37