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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 %
AIM
976
ARGA Investment Management
Connecticut
$6.19M -$2.01M -18,816 -25%
KWMG
977
King Wealth Management Group
Florida
$6.19M -$4.49K -42 -0.1%
UFG
978
United Fire Group
Iowa
$6.17M – – –
PIM
979
Penobscot Investment Management
Massachusetts
$6.17M +$56.6K +529 +0.9%
CCMINC
980
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.15M -$74.1K -693 -1%
GFPC
981
Global Financial Private Capital
Florida
$6.14M +$1.76M +16,485 +40%
BAAM
982
Baker Avenue Asset Management
California
$6.14M -$101K -945 -2%
BFIM
983
Beese Fulmer Investment Management
Ohio
$6.13M -$27.6K -258 -0.4%
FDCC
984
Foster Dykema Cabot & Co
Massachusetts
$6.13M -$111K -1,036 -2%
DCM
985
Delta Capital Management
New Jersey
$6.11M -$72.7K -680 -1%
CB
986
Community Bank
New York
$6.11M +$87.1K +814 +1%
HBT
987
Hills Bank & Trust
Iowa
$6.11M -$16.5K -154 -0.3%
SCM
988
Schnieders Capital Management
California
$6.1M +$150K +1,405 +3%
WTFG
989
Wells Trecaso Financial Group
Ohio
$6.09M +$6.09M +56,977 New
LWCFA
990
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.08M -$263K -2,455 -4%
ASN
991
Advisory Services Network
Georgia
$6.07M +$359K +3,354 +6%
WPP
992
Whalerock Point Partners
Rhode Island
$6.05M +$182K +1,705 +3%
LWM
993
Lyell Wealth Management
California
$6M +$3.21K +30 +0.1%
AIM
994
AMI Investment Management
Indiana
$5.99M +$9.63K +90 +0.2%
SAM
995
Selway Asset Management
$5.98M -$548K -5,125 -8%
PCA
996
PL Capital Advisors
Florida
$5.94M – – –
PTB
997
Pioneer Trust Bank
Oregon
$5.93M -$33.1K -310 -0.6%
BWM
998
Buckley Wealth Management
Nevada
$5.93M +$5.93M +55,401 New
BTNA
999
Bremer Trust National Association
Minnesota
$5.92M -$335K -3,129 -5%
Westfield Capital Management
1000
Westfield Capital Management
Massachusetts
$5.91M -$22.5K -210 -0.4%
38 39
40
41 42