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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 %
AF
1126
Advisornet Financial
Minnesota
$4.27M +$4.27M +39,927 New
SFP
1127
Shepherd Financial Partners
Massachusetts
$4.27M -$181K -1,696 -4%
AIM
1128
Alphinity Investment Management
Australia
$4.27M +$4.27M +39,882 New
MBA
1129
McQueen Ball & Associates
Pennsylvania
$4.25M +$10.8K +101 +0.3%
MTIM
1130
Marathon Trading Investment Management
Pennsylvania
$4.24M +$3.95M +36,933 +1,368%
RMSCM
1131
R.M. Sincerbeaux Capital Management
New York
$4.23M – – –
GIA
1132
Granite Investment Advisors
New Hampshire
$4.22M +$3.03M +28,332 +255%
HT
1133
Heritage Trust
Oklahoma
$4.21M -$190K -1,777 -4%
RC
1134
Roundview Capital
New Jersey
$4.21M +$345K +3,229 +9%
CCP
1135
Cardan Capital Partners
Colorado
$4.2M -$431K -4,030 -9%
LJAC
1136
L.J. Altfest & Co
New York
$4.17M -$30.2K -282 -0.7%
NEPWA
1137
New England Private Wealth Advisors
Massachusetts
$4.16M +$102K +955 +3%
CWM
1138
Circle Wealth Management
New Jersey
$4.15M +$100K +936 +2%
CL
1139
Choreo LLC
Illinois
$4.15M +$453K +4,239 +12%
LBC
1140
Lawrence B. Cohen
$4.14M -$45.8K -428 -1%
BA
1141
Baugh & Associates
Georgia
$4.14M +$4.14M +38,701 New
LOAME
1142
Lombard Odier Asset Management (Europe)
United Kingdom
$4.11M +$4.11M +38,432 New
AWM
1143
Altavista Wealth Management
North Carolina
$4.1M +$142K +1,328 +4%
BWAM
1144
Boyd Watterson Asset Management
Ohio
$4.09M -$856 -8 -0%
DPIM
1145
Duff & Phelps Investment Management
Illinois
$4.09M -$155K -1,450 -4%
GXMC
1146
Global X Management Company
New York
$4.09M +$201K +1,878 +5%
CWS
1147
Cypress Wealth Services
California
$4.09M +$4.09M +38,196 New
SCM
1148
Stonebridge Capital Management
California
$4.08M -$95.8K -850 -2%
AIC
1149
Argus Investors Counsel
New York
$4.08M -$84.7K -792 -2%
PAI
1150
Pittenger & Anderson Inc
Nebraska
$4.06M +$230K +2,150 +6%
44 45
46
47 48