JPM icon

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 %
IBOK
1226
Independence Bank of Kentucky
Kentucky
$3.5M +$3.5M +32,717 New
IAMOG
1227
Investors Asset Management of Georgia
Georgia
$3.49M -$81.4K -761 -2%
WAS
1228
Winch Advisory Services
Wisconsin
$3.49M +$83.7K +783 +2%
SM
1229
Salzhauer Michael
$3.45M – – –
CAL
1230
Capital Analysts LLC
Pennsylvania
$3.45M -$147K -1,371 -4%
CFP
1231
Cornerstone Financial Partners
North Carolina
$3.44M +$521K +4,875 +18%
TCM
1232
Texan Capital Management
Texas
$3.44M -$67.9K -635 -2%
CAM
1233
Chesapeake Asset Management
New York
$3.43M – – –
ICOM
1234
Investment Counselors of Maryland
Maryland
$3.42M -$148K -1,385 -4%
DR
1235
Davis Rea
Ontario, Canada
$3.42M +$1.01M +9,485 +42%
CS
1236
Comerica Securities
Michigan
$3.41M +$190K +1,776 +6%
ST
1237
Smithfield Trust
Pennsylvania
$3.4M +$162K +1,513 +5%
WIC
1238
Whitegate Investment Counselors
New Hampshire
$3.4M +$77.5K +725 +2%
MPA
1239
Marvin & Palmer Associates
Delaware
$3.39M +$383K +3,579 +13%
BSW
1240
Buckingham Strategic Wealth
Missouri
$3.39M -$19K -178 -0.6%
GJL
1241
Gendell Jeffrey L
$3.39M – – –
PG
1242
Patten Group
Tennessee
$3.38M +$69.1K +646 +2%
SFG
1243
SevenBridge Financial Group
Pennsylvania
$3.37M +$17.9K +171 +0.5%
TIA
1244
Tiemann Investment Advisors
California
$3.37M +$13.4K +125 +0.4%
UBG
1245
United Bank (Georgia)
Georgia
$3.37M -$348K -3,250 -9%
SFWA
1246
Summit Financial Wealth Advisors
Louisiana
$3.36M +$42.4K +396 +1%
SMFG
1247
Sumitomo Mitsui Financial Group
Japan
$3.35M +$88K +823 +3%
BCM
1248
Blume Capital Management
California
$3.35M -$133K -1,245 -4%
PFS
1249
Prospera Financial Services
Texas
$3.35M -$394K -3,649 -11%
PMG
1250
ProVise Management Group
Florida
$3.33M -$605K -5,658 -15%
48 49
50
51 52