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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 %
AI
1076
Atria Investments
North Carolina
$4.89M +$833K +7,794 +21%
WPW
1077
Winthrop Partners - WNY
New York
$4.88M +$4.88M +41,358 New
ACM
1078
Argyle Capital Management
Pennsylvania
$4.88M -$6.42K -60 -0.1%
AWP
1079
Ascent Wealth Partners
New York
$4.87M +$26.4K +247 +0.5%
KC
1080
Kepos Capital
New York
$4.85M +$1.15M +10,786 +31%
CSA
1081
Cottage Street Advisors
Massachusetts
$4.83M -$86.2K -806 -2%
PWW
1082
Pettyjohn Wood & White
Virginia
$4.8M -$335K -3,131 -7%
LGC
1083
Laurel Grove Capital
California
$4.75M -$240K -2,240 -5%
BFO
1084
Boston Family Office
Massachusetts
$4.74M +$342K +3,195 +8%
GWM
1085
Geneos Wealth Management
Colorado
$4.74M +$522K +4,882 +12%
VST
1086
Van Strum & Towne
California
$4.73M -$372K -3,475 -7%
AIS
1087
AlphaOne Investment Services
Pennsylvania
$4.73M -$267K -2,500 -5%
EGA
1088
E&G Advisors
Texas
$4.7M -$585K -5,475 -11%
HCA
1089
Horan Capital Advisors
Ohio
$4.7M -$223K -2,081 -5%
AAM
1090
Augustine Asset Management
Florida
$4.69M +$185K +1,727 +4%
WPIC
1091
White Pine Investment Company
Michigan
$4.69M -$31K -290 -0.7%
WC
1092
Whitney & Co
New York
$4.67M +$33.9K +317 +0.7%
AFM
1093
Abbot Financial Management
Massachusetts
$4.65M -$53.3K -498 -1%
RWA
1094
River Wealth Advisors
Pennsylvania
$4.64M +$30K +281 +0.7%
ST
1095
Somerset Trust
Pennsylvania
$4.62M +$1.03M +9,673 +29%
RWM
1096
Rench Wealth Management
Texas
$4.61M +$460K +4,300 +11%
CIS
1097
Capital International Sarl
California
$4.6M -$10.2M -95,437 -69%
CIG
1098
Consolidated Investment Group
Colorado
$4.6M – – –
EAMA
1099
EFG Asset Management (Americas)
Florida
$4.59M +$1.14M +10,560 +33%
Cetera Investment Advisers
1100
Cetera Investment Advisers
Illinois
$4.56M +$315K +2,938 +7%
42 43
44
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