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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 %
WP
901
WealthPLAN Partners
Nebraska
$7.53M +$246K +2,301 +3%
HC
902
Hendley & Co
Ohio
$7.45M -$40.7K -381 -0.5%
BAM
903
Boyar Asset Management
New York
$7.45M +$29.3K +274 +0.4%
TCA
904
Teewinot Capital Advisers
New York
$7.44M -$1.03M -9,600 -12%
GP
905
Girard Partners
Pennsylvania
$7.41M +$221K +2,065 +3%
AW
906
ACG Wealth
Georgia
$7.41M -$255K -2,388 -3%
IAA
907
Independent Advisor Alliance
North Carolina
$7.41M +$512K +4,715 +7%
RM
908
Resource Management
Louisiana
$7.4M +$7.4M +65,853 New
CA
909
Cetera Advisors
Colorado
$7.38M +$173K +1,619 +2%
ACM
910
Aviance Capital Management
Florida
$7.38M -$4.66M -43,527 -39%
SGCA
911
Steel Grove Capital Advisors
Tennessee
$7.29M -$83K -776 -1%
BG
912
Bollard Group
Massachusetts
$7.29M +$25.8K +241 +0.4%
ANTB
913
AMG National Trust Bank
Colorado
$7.26M +$160K +1,495 +2%
SPC
914
Sigma Planning Corp
Michigan
$7.23M +$890K +8,325 +14%
AI
915
Ariel Investments
Illinois
$7.21M -$508K -4,750 -7%
SIC
916
Sigma Investment Counselors
Michigan
$7.21M -$142K -1,328 -2%
PGIM
917
Pacific Global Investment Management
California
$7.2M -$238K -2,221 -3%
SHGA
918
Sand Hill Global Advisors
California
$7.18M -$312K -2,915 -4%
BOC
919
Barbara Oil Co
Illinois
$7.17M – – –
NCM
920
Nelson Capital Management
California
$7.15M -$61.5K -575 -0.9%
WBG
921
Wharton Business Group
Pennsylvania
$7.14M – – –
EIM
922
Essex Investment Management
Massachusetts
$7.14M -$459K -4,292 -6%
CWM
923
Catamount Wealth Management
Connecticut
$7.14M -$241K -2,253 -3%
CIA
924
Capital Investment Advisors
Georgia
$7.13M +$6.31K +59 +0.1%
JG
925
Jefferies Group
New York
$7.11M +$618K +5,778 +10%
35 36
37
38 39