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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 %
CIC
1026
Cornercap Investment Counsel
Georgia
$5.56M -$179K -1,674 -3%
MWM
1027
Meridian Wealth Management
Kentucky
$5.54M +$44.9K +465 +0.8%
CA
1028
CapWealth Advisors
Tennessee
$5.54M +$92.3K +863 +2%
TF
1029
Tompkins Financial
New York
$5.52M -$82.2K -769 -1%
HFM
1030
Hartford Financial Management
Connecticut
$5.47M – – –
NMIFOAC
1031
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$5.47M – – –
P
1032
Pitcairn
Pennsylvania
$5.46M +$290K +2,716 +6%
RAM
1033
Redmond Asset Management
Virginia
$5.44M +$2.35K +22 +0%
AB
1034
AT Bancorp
Iowa
$5.44M +$388K +3,626 +8%
WIM
1035
Wittenberg Investment Management
Massachusetts
$5.43M -$37.4K -350 -0.7%
BCCM
1036
Bridge Creek Capital Management
Massachusetts
$5.42M -$142K -1,327 -3%
WAS
1037
WESPAC Advisors SoCal
California
$5.37M +$6.42K +60 +0.1%
SWM
1038
Segment Wealth Management
Texas
$5.35M +$72.8K +681 +1%
IWA
1039
IBEX Wealth Advisors
New Jersey
$5.35M +$53.2K +490 +1%
TB
1040
Terril Brothers
Missouri
$5.32M -$3.41M -31,922 -39%
CHAM
1041
Clear Harbor Asset Management
Connecticut
$5.3M -$292K -2,733 -5%
SACTSONJ
1042
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.29M – – –
JAM
1043
Jolley Asset Management
North Carolina
$5.29M -$4.6K -43 -0.1%
YIA
1044
YHB Investment Advisors
Connecticut
$5.29M -$15.4K -144 -0.3%
CCM
1045
Copeland Capital Management
Pennsylvania
$5.26M +$2.63M +24,633 +100%
ECM
1046
Elgethun Capital Management
South Dakota
$5.24M -$131K -1,224 -2%
WC
1047
Woodstock Corp
Massachusetts
$5.24M -$69K -645 -1%
BC
1048
Burney Company
Virginia
$5.24M +$485K +4,537 +10%
PL
1049
Parthenon LLC
Kentucky
$5.23M -$46K -430 -0.9%
BFA
1050
Bragg Financial Advisors
North Carolina
$5.21M +$364K +3,404 +8%
40 41
42
43 44