JPM icon

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 %
KOCAA
926
Knights of Columbus Asset Advisors
Connecticut
$7.11M -$42.8K -400 -0.6%
WCM
927
Windward Capital Management
California
$7.07M -$40.2K -376 -0.6%
JWBC
928
J.W. Burns & Co
New York
$7.05M -$77.2K -722 -1%
PL
929
Parkwood LLC
Ohio
$7.04M +$1.69M +15,832 +32%
MCMT
930
Moon Capital Management (Tennessee)
Tennessee
$7M -$18K -168 -0.3%
FCT
931
Family Capital Trust
Massachusetts
$7M -$62K -580 -0.9%
PPSG
932
Princeton Portfolio Strategies Group
New Jersey
$7M +$3.52M +47,785 +101%
MC
933
MRJ Capital
New York
$6.99M -$192K -1,800 -3%
WIS
934
Wright Investors Service
Connecticut
$6.98M +$770K +7,197 +12%
Tudor Investment Corp
935
Tudor Investment Corp
Connecticut
$6.98M +$6.98M +65,258 New
TCM
936
Tradition Capital Management
New Jersey
$6.96M -$108K -1,014 -2%
EFS
937
Essex Financial Services
Connecticut
$6.94M -$158K -1,477 -2%
RAG
938
Roof Advisory Group
Pennsylvania
$6.94M +$6.94M +64,922 New
AA
939
Apriem Advisors
California
$6.93M -$28.3K -265 -0.4%
TRCT
940
Tower Research Capital (TRC)
New York
$6.91M +$6.65M +62,150 +2,488%
PC
941
Port Capital
Illinois
$6.9M +$6.9M +64,543 New
DIA
942
Denver Investment Advisors
Colorado
$6.9M -$236K -2,209 -3%
ISB
943
Iowa State Bank
Iowa
$6.9M -$95.8K -896 -1%
BAS
944
Brown Advisory Securities
Maryland
$6.87M +$371K +3,472 +6%
GAM
945
Griffin Asset Management
New York
$6.8M -$927K -8,670 -12%
Jones Financial Companies
946
Jones Financial Companies
Missouri
$6.79M -$27.3K -255 -0.4%
PCA
947
Personal Capital Advisors
California
$6.74M +$70.3K +657 +1%
NCM
948
Novare Capital Management
North Carolina
$6.7M -$71.2K -666 -1%
BRWA
949
B. Riley Wealth Advisors
Florida
$6.69M +$368K +3,436 +6%
TCOT
950
Trust Company of Toledo
Ohio
$6.67M -$70K -655 -1%
36 37
38
39 40