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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 %
SA
1151
Strategic Advisors
New York
$4.02M +$865K +8,087 +27%
MC
1152
Martin & Co
Tennessee
$4.02M -$24.8K -232 -0.6%
SIMM
1153
Stillwater Investment Management (Minnesota)
Minnesota
$4.02M +$6.1K +57 +0.2%
HIH
1154
HRS Investment Holdings
New York
$4.01M -$802K -7,500 -17%
SSI
1155
Scott & Selber Inc
Texas
$4.01M +$14.3K +134 +0.4%
BKA
1156
Brick & Kyle Associates
Pennsylvania
$4M +$3.64K +34 +0.1%
GH
1157
GAM Holding
Switzerland
$3.99M +$1.14M +10,614 +40%
CAIMH
1158
Central Asset Investments & Management Holdings
Hong Kong
$3.99M +$3.45M +32,300 +646%
WCM
1159
Washington Capital Management
Washington
$3.99M – – –
OA
1160
Oxbow Advisors
Texas
$3.99M +$21.1K +197 +0.5%
ATC
1161
Argent Trust Co
Tennessee
$3.99M -$179K -1,675 -4%
LRPA
1162
L. Roy Papp & Associates
Arizona
$3.98M -$53.5K -500 -1%
OC
1163
Oarsman Capital
Wisconsin
$3.98M +$80.6K +754 +2%
OIA
1164
Optimum Investment Advisors
Illinois
$3.95M +$9.73K +91 +0.2%
TAM
1165
Tiverton Asset Management
Delaware
$3.95M +$3.95M +36,943 New
VLKIM
1166
Van Lanschot Kempen Investment Management
Netherlands
$3.94M +$88.2K +825 +2%
CAM
1167
Columbia Asset Management
Michigan
$3.93M +$321 +3 +0%
PA
1168
Perennial Advisors
New York
$3.93M -$75.3K -704 -2%
HCM
1169
Hall Capital Management
Rhode Island
$3.92M +$10.9K +102 +0.3%
WIM
1170
Waverton Investment Management
United Kingdom
$3.92M -$21.4K -200 -0.5%
WIC
1171
Woodmont Investment Counsel
Tennessee
$3.91M +$16.3K +152 +0.4%
LPIC
1172
LeJeune Puetz Investment Counsel
Michigan
$3.9M -$147K -1,375 -4%
BFEC
1173
Benjamin F. Edwards & Company
Missouri
$3.9M +$732K +6,843 +23%
IMOV
1174
Investment Management of Virginia
Virginia
$3.88M -$58.6K -548 -1%
GIA
1175
Guyasuta Investment Advisors
Pennsylvania
$3.88M +$271K +2,532 +8%
45 46
47
48 49