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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 %
TC
951
Telemus Capital
Michigan
$6.67M +$5.59M +52,229 +514%
SCA
952
Stieven Capital Advisors
Missouri
$6.66M -$21.4K -200 -0.3%
MWAC
953
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.61M -$68.1K -637 -1%
YP
954
Yellowstone Partners
Idaho
$6.58M -$2.09M -19,585 -24%
PT
955
Plimoth Trust
Massachusetts
$6.58M +$6.58M +61,500 New
CCM
956
Crossvault Capital Management
Texas
$6.57M +$102K +951 +2%
KCM
957
Kornitzer Capital Management
Kansas
$6.56M -$650K -6,076 -9%
III
958
Independent Investors Inc
New York
$6.55M – – –
LNC
959
Lincoln National Corp
Pennsylvania
$6.55M +$3.39M +31,719 +107%
GPC
960
Guardian Point Capital
Virginia
$6.53M +$6.53M +61,027 New
LNWWM
961
Laird Norton Wetherby Wealth Management
California
$6.53M +$148K +1,388 +2%
GCM
962
Garland Capital Management
Washington
$6.49M -$165K -1,540 -2%
KLWA
963
Kelly Lawrence W & Associates
California
$6.48M – – –
AIMCA
964
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.45M +$1.34M +12,500 +26%
CFC
965
Cincinnati Financial Corp
Ohio
$6.42M – – –
SCA
966
Sage Capital Advisors
South Dakota
$6.37M +$19.3K +180 +0.3%
AIA
967
AGF Investments America
Ontario, Canada
$6.37M +$172K +1,610 +3%
ANBT
968
American National Bank & Trust
Texas
$6.34M -$33.2K -310 -0.5%
SC
969
Schulhoff & Co
Ohio
$6.32M -$4.28K -40 -0.1%
SIA
970
SeaBridge Investment Advisors
New Jersey
$6.28M -$58.6K -548 -0.9%
LFAS
971
Level Four Advisory Services
Texas
$6.28M +$275K +2,575 +5%
IP
972
Interval Partners
New York
$6.25M -$4.08M -38,113 -39%
CFA
973
Capstone Financial Advisors
Illinois
$6.23M -$147K -1,378 -2%
PAM
974
Peak Asset Management
Colorado
$6.23M -$38.5K -360 -0.6%
DWT
975
Dorsey & Whitney Trust
South Dakota
$6.21M -$271K -2,534 -4%
37 38
39
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