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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 %
DVM
1201
Dreman Value Management
Florida
$3.7M -$585K -5,466 -14%
ARMT
1202
Amica Retiree Medical Trust
Rhode Island
$3.69M +$576K +5,386 +18%
SGA
1203
Strategic Global Advisors
California
$3.68M -$123K -1,150 -3%
TWA
1204
TCI Wealth Advisors
Arizona
$3.68M +$20K +187 +0.5%
ANRIA
1205
American National Registered Investment Advisor
Texas
$3.66M -$2.67K -25 -0.1%
AC
1206
Arjuna Capital
North Carolina
$3.65M +$3.65M +34,160 New
TSWM
1207
Triangle Securities Wealth Management
North Carolina
$3.65M -$2.57K -24 -0.1%
IC
1208
Investment Counsel
Michigan
$3.64M – – –
BDWM
1209
Brewin Dolphin Wealth Management
Ireland
$3.63M +$16.6K +155 +0.5%
GA
1210
GFS Advisors
Texas
$3.62M -$419K -3,920 -10%
VWM
1211
Valley Wealth Managers
New Jersey
$3.62M -$171K -1,602 -5%
CS
1212
Credential Securities
$3.61M -$74.9K -699 -2%
BIM
1213
Beach Investment Management
Pennsylvania
$3.59M – – –
BCM
1214
Bluefin Capital Management
New York
$3.57M -$4.91M -45,891 -58%
MCP
1215
Mirador Capital Partners
California
$3.57M +$33K +309 +0.9%
MCM
1216
Maryland Capital Management
Maryland
$3.57M +$169K +1,576 +5%
PSF
1217
Pacific Sun Financial
California
$3.57M +$3.57M +33,421 New
CT
1218
Chicago Trust
Illinois
$3.57M -$432K -4,040 -11%
NPT
1219
Nixon Peabody Trust
Massachusetts
$3.55M +$26.2K +245 +0.7%
MNBTD
1220
Moody National Bank Trust Division
Texas
$3.54M -$7.49K -70 -0.2%
BI
1221
Boulegeris Investments
Georgia
$3.54M +$426K +3,984 +14%
FA
1222
FMA Advisory
Pennsylvania
$3.54M +$176K +1,644 +5%
VAS
1223
Valicenti Advisory Services
New York
$3.53M -$289K -2,707 -8%
GD
1224
Grandfield & Dodd
New York
$3.53M +$35.8K +335 +1%
FWM
1225
Frontier Wealth Management
Missouri
$3.52M +$394K +3,682 +13%
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