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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
1
State Street
Massachusetts
$18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$367M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$919M
5
Wells Fargo
5
Wells Fargo
California
$3.12B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.54B
2
Harris Associates
2
Harris Associates
Illinois
$377M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
4
Credit Agricole
France
$23.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$395M -$70.5M -659,403 -15%
Acadian Asset Management
102
Acadian Asset Management
Massachusetts
$382M -$43.1M -403,295 -10%
US Bancorp
103
US Bancorp
Minnesota
$380M -$2.07M -19,342 -0.5%
Harris Associates
104
Harris Associates
Illinois
$377M -$800M -7,476,612 -68%
Mackenzie Financial
105
Mackenzie Financial
Ontario, Canada
$367M +$296M +2,769,926 +421%
BG
106
Bahl & Gaynor
Ohio
$361M -$5.65M -52,824 -2%
Korea Investment Corp
107
Korea Investment Corp
South Korea
$347M +$13.4M +125,144 +4%
PAM
108
Panagora Asset Management
Massachusetts
$337M -$4.85M -45,387 -1%
SO
109
STRS Ohio
Ohio
$334M -$1.79M -16,747 -0.5%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$328M -$418M -3,895,295 -56%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$327M -$6.94M -64,916 -2%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$322M +$25.5M +238,140 +9%
USAA
113
United Services Automobile Association
Texas
$314M -$10.5M -98,000 -3%
Mawer Investment Management
114
Mawer Investment Management
Alberta, Canada
$313M +$37.6M +351,438 +14%
Citigroup
115
Citigroup
New York
$310M -$103M -964,115 -25%
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$307M -$125M -1,171,516 -29%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$301M -$4.51M -42,206 -1%
Aviva
118
Aviva
United Kingdom
$297M -$35.1M -328,005 -11%
National Pension Service
119
National Pension Service
South Korea
$295M +$3.33M +31,154 +1%
Brown Advisory
120
Brown Advisory
Maryland
$288M -$6.57M -61,412 -2%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$288M -$2.76M -25,764 -0.9%
T
122
Thomaspartners
Massachusetts
$288M +$1.12M +10,467 +0.4%
JFL
123
Jarislowsky, Fraser Ltd
Quebec, Canada
$284M +$7.28M +68,108 +3%
1832 Asset Management
124
1832 Asset Management
Ontario, Canada
$281M +$87.5M +822,084 +45%
Aristotle Capital Management
125
Aristotle Capital Management
California
$275M +$9.19M +85,940 +3%
3 4
5
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