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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 %
TBNY
1176
Trustco Bank (New York)
New York
$3.86M -$12.9K -121 -0.3%
TWM
1177
Torch Wealth Management
Ohio
$3.85M +$57.3K +536 +2%
AIM
1178
Advantage Investment Management
Iowa
$3.84M +$1.94M +18,110 +102%
BSB
1179
Bangor Savings Bank
Maine
$3.84M -$91.4K -855 -2%
SSG
1180
Summit Securities Group
New York
$3.8M +$2.76M +25,800 +266%
HW
1181
Hedeker Wealth
Illinois
$3.79M +$214K +1,999 +6%
PWS
1182
Peloton Wealth Strategists
Indiana
$3.79M +$21.4K +200 +0.6%
OCM
1183
One Capital Management
California
$3.79M +$21.6K +202 +0.6%
WS
1184
Wedbush Securities
California
$3.78M +$6.84K +64 +0.2%
HAI
1185
Hennessy Advisors Inc
California
$3.78M +$2.07M +19,370 +121%
CCA
1186
Checchi Capital Advisers
California
$3.78M +$349K +3,266 +10%
SCP
1187
Silverleafe Capital Partners
Tennessee
$3.77M +$3.77M +35,276 New
LA
1188
LVW Advisors
New York
$3.77M -$860K -8,041 -19%
Arrowstreet Capital
1189
Arrowstreet Capital
Massachusetts
$3.76M -$139M -1,300,100 -97%
LCC
1190
Lincoln Capital Corp
Rhode Island
$3.76M -$99.7K -932 -3%
MBTD
1191
Mechanics Bank - Trust Department
California
$3.76M +$26.7K +250 +0.7%
AWM
1192
Avior Wealth Management
Nebraska
$3.75M +$1.29M +12,083 +52%
GKFF
1193
George Kaiser Family Foundation
Oklahoma
$3.75M – – –
AF
1194
Ally Financial
Michigan
$3.74M +$2.67M +25,000 +250%
DT
1195
Diversified Trust
Tennessee
$3.74M +$235K +2,195 +7%
SFSIG
1196
San Francisco Sentry Investment Group
California
$3.74M -$500K -4,671 -12%
CII
1197
Capital International Inc
California
$3.73M -$1.67M -15,612 -31%
NI
1198
Numeric Investors
Massachusetts
$3.71M +$973K +9,100 +36%
AC
1199
Abbrea Capital
California
$3.7M -$68.8K -643 -2%
GSC
1200
G&S Capital
Colorado
$3.7M +$3.7M +34,597 New
46 47
48
49 50