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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
1
State Street
Massachusetts
$18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$367M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$919M
5
Wells Fargo
5
Wells Fargo
California
$3.12B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.54B
2
Harris Associates
2
Harris Associates
Illinois
$377M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
4
Credit Agricole
France
$23.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$582M +$13.5M +126,680 +2%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$554M -$132M -1,228,491 -19%
FMI
78
Fiduciary Management Inc
Wisconsin
$554M -$54.5M -509,444 -9%
DZ Bank
79
DZ Bank
Germany
$553M +$76.3M +713,866 +16%
RJA
80
Raymond James & Associates
Florida
$542M +$21.4M +200,036 +4%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$530M -$69.8M -652,055 -12%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$524M -$28.2M -263,593 -5%
Fisher Asset Management
83
Fisher Asset Management
Washington
$521M -$243M -2,269,263 -32%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$516M +$90.9M +850,300 +21%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$513M -$38.4M -359,275 -7%
WT
86
Wellcome Trust
United Kingdom
$503M – – –
AL
87
AJO LP
Pennsylvania
$489M -$31.5M -294,351 -6%
O
88
OppenheimerFunds
New York
$472M -$39.6M -370,256 -8%
Diamond Hill Capital Management
89
Diamond Hill Capital Management
Ohio
$469M -$18.6M -173,977 -4%
Fayez Sarofim & Co
90
Fayez Sarofim & Co
Texas
$468M -$26M -243,355 -5%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$466M -$3.91M -36,595 -0.8%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$456M -$17M -159,000 -4%
Lord, Abbett & Co
93
Lord, Abbett & Co
New Jersey
$452M -$8.51M -79,556 -2%
Barclays
94
Barclays
United Kingdom
$451M +$219M +2,051,893 +95%
Fidelity International
95
Fidelity International
Bermuda
$446M +$2.37M +22,167 +0.5%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$442M -$3.97M -37,097 -0.9%
Hotchkis & Wiley Capital Management
97
Hotchkis & Wiley Capital Management
California
$425M -$14.5M -135,742 -3%
Pzena Investment Management
98
Pzena Investment Management
New York
$415M -$24.4M -227,899 -6%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$406M -$14.5M -135,395 -3%
Canada Life
100
Canada Life
Manitoba, Canada
$402M -$4.98M -46,529 -1%
2 3
4
5 6