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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 %
PAIM
876
Punch & Associates Investment Management
Minnesota
$7.86M -$154K -1,439 -2%
LPT
877
Legacy Private Trust
Wisconsin
$7.84M +$287K +2,686 +4%
VWM
878
Venturi Wealth Management
Texas
$7.84M +$60.7K +568 +0.8%
SB
879
Simmons Bank
Arkansas
$7.82M -$219K -2,047 -3%
BAC
880
Boys Arnold & Co
North Carolina
$7.81M -$150K -1,401 -2%
LW
881
Linscomb Wealth
Texas
$7.8M +$357K +3,337 +5%
IC
882
InterOcean Capital
Illinois
$7.8M +$404K +3,773 +5%
OMCS
883
Old Mutual Customised Solutions
South Africa
$7.78M -$64.2K -600 -0.8%
PP
884
Pegasus Partners
Wisconsin
$7.77M +$176K +1,643 +2%
CIM
885
Cambria Investment Management
California
$7.73M -$372K -3,479 -5%
STA
886
Summit Trail Advisors
New York
$7.73M +$7.73M +67,592 New
EAM
887
EULAV Asset Management
Florida
$7.7M – – –
AF
888
Arrow Financial
New York
$7.69M -$77.4K -724 -1%
KCP
889
KDI Capital Partners
North Carolina
$7.69M -$4.03M -37,700 -34%
WKWM
890
Walter & Keenan Wealth Management
Indiana
$7.68M +$437K +4,083 +6%
BHWM
891
Bar Harbor Wealth Management
New Hampshire
$7.66M +$56.8K +531 +0.7%
ECM
892
Everence Capital Management
Indiana
$7.65M -$980K -9,165 -11%
BONST
893
Bank of Nova Scotia Trust
Ontario, Canada
$7.65M -$217K -2,032 -3%
CA
894
Continental Advisors
Utah
$7.6M -$1.82M -17,000 -19%
HAM
895
Highstreet Asset Management
Ontario, Canada
$7.6M +$205K +1,918 +3%
OSNBOA
896
Old Second National Bank of Aurora
Illinois
$7.59M -$74.6K -698 -1%
CCM
897
CWH Capital Management
Washington
$7.57M -$133K -1,240 -2%
PPCM
898
Pillar Pacific Capital Management
California
$7.56M +$106K +991 +1%
RIA
899
RPG Investment Advisory
California
$7.55M -$51.8K -484 -0.7%
CEI
900
Clark Estates Inc
New York
$7.54M +$2.57K +24 +0%
34 35
36
37 38