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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 %
AMM
1101
American Money Management
California
$4.56M -$127K -1,192 -3%
MCM
1102
McMillion Capital Management
North Carolina
$4.56M +$51.6K +483 +1%
ACM
1103
Alpha Capital Management
Texas
$4.55M -$156K -1,455 -3%
PFM
1104
Premier Fund Managers
United Kingdom
$4.52M +$63.9K +593 +1%
CCM
1105
Coldstream Capital Management
Washington
$4.5M +$85.2K +797 +2%
OAMG
1106
Odey Asset Management Group
United Kingdom
$4.49M -$327K -3,060 -7%
GIM
1107
Goelzer Investment Management
Indiana
$4.48M -$89.8K -840 -2%
BBHC
1108
Brown Brothers Harriman & Co
New York
$4.48M +$371K +3,473 +9%
SWM
1109
Stockman Wealth Management
Montana
$4.47M -$116K -1,087 -3%
MOS
1110
MGO One Seven
Ohio
$4.46M +$4.46M +41,718 New
GP
1111
Geneva Partners
Wisconsin
$4.45M -$22.5K -210 -0.5%
HA
1112
Halsey Associates
Connecticut
$4.41M +$161K +1,507 +4%
APA
1113
American Portfolios Advisors
New York
$4.4M +$4.4M +41,121 New
SAM
1114
Sawgrass Asset Management
Florida
$4.39M -$230K -2,150 -5%
RC
1115
RBF Capital
California
$4.39M – – –
ACP
1116
Aviance Capital Partners
Florida
$4.38M +$32.5K +304 +0.7%
KPCM
1117
Kings Point Capital Management
New York
$4.38M +$48.1K +450 +1%
HCA
1118
Harbour Capital Advisors
Virginia
$4.35M +$123K +1,150 +3%
ITIM
1119
Indiana Trust & Investment Management
Indiana
$4.35M -$75.5K -706 -2%
WF
1120
WoodTrust Financial
Wisconsin
$4.34M +$4.34M +40,598 New
AAMA
1121
Advanced Asset Management Advisors
Ohio
$4.32M +$4.32M +40,380 New
NA
1122
NewEdge Advisors
Louisiana
$4.31M +$657K +6,054 +18%
MFS
1123
Monetta Financial Services
Illinois
$4.29M – – –
BCM
1124
Beck Capital Management
Texas
$4.28M +$184K +1,720 +4%
CAI
1125
Capital Advisors Inc
Oklahoma
$4.27M +$98.6K +922 +2%
43 44
45
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