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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 %
BO
1001
BRR OpCo
Ohio
$5.91M -$469K -4,389 -7%
JFGIW
1002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.9M -$37.3K -349 -0.6%
MC
1003
Mathes Company
New York
$5.88M -$27.3K -255 -0.5%
AUB
1004
Atlantic Union Bankshares
Virginia
$5.86M -$176K -1,645 -3%
BCA
1005
Bray Capital Advisors
Florida
$5.86M +$231K +2,160 +4%
SNT
1006
Security National Trust
West Virginia
$5.86M -$359K -3,354 -6%
MMG
1007
Monetary Management Group
Missouri
$5.85M -$91.4K -855 -2%
UF
1008
Univest Financial
Pennsylvania
$5.84M -$98.3K -919 -2%
LA
1009
Leonetti & Associates
Illinois
$5.83M +$187K +1,750 +3%
WCM
1010
Whitener Capital Management
North Carolina
$5.81M +$5.81M +54,302 New
HSA
1011
HBK Sorce Advisory
Pennsylvania
$5.81M +$279K +2,609 +5%
AWCI
1012
Alpine Woods Capital Investors
New York
$5.8M -$428K -4,000 -7%
CBN
1013
Cadence Bank NA
Texas
$5.8M +$102K +957 +2%
RP
1014
Rice Partnership
Hawaii
$5.77M +$5.77M +53,932 New
HIS
1015
Horizon Investment Services
Indiana
$5.75M -$102K -953 -2%
IFAM
1016
Institutional & Family Asset Management
Colorado
$5.73M -$440K -4,115 -7%
GCA
1017
Greenwood Capital Associates
South Carolina
$5.71M -$56.2K -526 -1%
AIP
1018
ARS Investment Partners
New York
$5.7M +$32.5K +304 +0.6%
MCM
1019
Mengis Capital Management
Oregon
$5.7M +$371K +3,469 +7%
AIA
1020
Allied Investment Advisors
Montana
$5.69M +$5.69M +53,183 New
KCMRT
1021
Kemper Corp Master Retirement Trust
Illinois
$5.67M – – –
GIA
1022
GHP Investment Advisors
Colorado
$5.65M +$55.8K +522 +1%
UR
1023
USCA RIA
Texas
$5.64M +$466K +4,354 +9%
FB
1024
Fulton Bank
Pennsylvania
$5.62M +$146K +1,367 +3%
CIM
1025
CenturyLink Investment Management
Colorado
$5.61M -$1.04M -9,749 -16%
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