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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 %
DS
1051
DRW Securities
Illinois
$5.2M +$5.2M +48,624 New
CSM
1052
CAMG Solamere Management
North Carolina
$5.18M +$408K +3,818 +9%
GJIC
1053
Gamble Jones Investment Counsel
California
$5.16M -$307K -2,874 -6%
WAM
1054
Wolverine Asset Management
Illinois
$5.14M -$1.28M -11,976 -20%
MUAMU
1055
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.13M +$738K +6,900 +17%
WAM
1056
Wealthspire Advisors (Maryland)
Maryland
$5.13M +$336K +3,142 +7%
RIM
1057
Rampart Investment Management
Connecticut
$5.11M +$437K +4,089 +9%
CBU
1058
CIBC Bank USA
Illinois
$5.11M -$105K -985 -2%
RMDI
1059
R.M. Davis Inc
Maine
$5.1M +$65.2K +610 +1%
AAM
1060
Autus Asset Management
Arizona
$5.1M +$280K +2,622 +6%
GAM
1061
Gotham Asset Management
New York
$5.07M +$1.15M +10,787 +29%
Artisan Partners
1062
Artisan Partners
Wisconsin
$5.07M +$5.07M +47,389 New
NCMW
1063
Northern Capital Management (Wisconsin)
Wisconsin
$5.07M -$326K -3,045 -6%
CNC
1064
Citizens & Northern Corp
Pennsylvania
$5.02M +$106K +991 +2%
CSS
1065
Cubist Systematic Strategies
Connecticut
$5.01M +$1.98M +18,486 +65%
KJHP
1066
K.J. Harrison & Partners
Ontario, Canada
$5M +$1.02M +9,571 +26%
IB
1067
Intrust Bank
Kansas
$5M -$2.57K -24 -0.1%
HWA
1068
HCR Wealth Advisors
California
$4.99M -$210K -1,960 -4%
EM
1069
Excalibur Management
Massachusetts
$4.96M -$133K -1,243 -3%
ECM
1070
EagleClaw Capital Management
Massachusetts
$4.96M +$50.6K +474 +1%
ACM
1071
Adalta Capital Management
New York
$4.95M +$133K +1,240 +3%
SBL
1072
Sargent Bickham Lagudis
Colorado
$4.94M +$4.49K +42 +0.1%
DSC
1073
Duncker Streett & Co
Missouri
$4.93M +$305K +2,848 +7%
FMWA
1074
Forvis Mazars Wealth Advisors
Missouri
$4.93M +$195K +1,825 +4%
RCM
1075
Radnor Capital Management
Pennsylvania
$4.9M +$51.9K +485 +1%
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