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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 %
RCAG
1251
Rehmann Capital Advisory Group
Michigan
$3.33M -$184K -1,720 -5%
FWCM
1252
First Western Capital Management
California
$3.32M +$23.8K +223 +0.7%
DWM
1253
Dorchester Wealth Management
Quebec, Canada
$3.32M -$65.8K -615 -2%
ECML
1254
Eagle Capital Management (Louisiana)
Louisiana
$3.32M -$43.3K -405 -1%
BA
1255
Bristlecone Advisors
Washington
$3.32M +$15.5K +145 +0.5%
IA
1256
IFG Advisory
Georgia
$3.29M +$3.29M +36,960 New
WPA
1257
Winning Points Advisors
Florida
$3.29M -$5.36K -50 -0.2%
LFA
1258
Legacy Financial Advisors
Kentucky
$3.27M +$3.27M +30,576 New
CA
1259
Calton & Associates
Florida
$3.25M +$3.25M +28,500 New
AA
1260
Altman Advisors
Illinois
$3.25M +$3.25M +30,417 New
GT
1261
Greenleaf Trust
Michigan
$3.25M +$150K +1,406 +5%
First Eagle Investment Management
1262
First Eagle Investment Management
New York
$3.24M – – –
BW
1263
Bison Wealth
Georgia
$3.24M -$119K -1,112 -4%
TMAM
1264
Tokio Marine Asset Management
Japan
$3.22M -$2.53M -23,661 -44%
AAM
1265
Aureus Asset Management
Massachusetts
$3.22M +$149K +1,397 +5%
BFC
1266
Bedel Financial Consulting
Indiana
$3.22M +$3.22M +30,146 New
AH
1267
Allen Holding
New York
$3.21M – – –
COI
1268
Connable Office Inc
Michigan
$3.2M -$592K -5,533 -16%
MPIA
1269
Mountain Pacific Investment Advisers
Idaho
$3.2M +$1.5K +14 +0%
FPS
1270
Fieldpoint Private Securities
Connecticut
$3.2M -$336K -3,145 -10%
SAM
1271
Symphony Asset Management
California
$3.2M +$679K +6,346 +27%
FA
1272
FCG Advisors
New Jersey
$3.2M +$2.08K +20 +0.1%
RC
1273
RegentAtlantic Capital
New Jersey
$3.19M -$17.4K -163 -0.5%
GIP
1274
Granite Investment Partners
California
$3.19M +$137K +1,281 +4%
ADL
1275
Asset Dedication LLC
California
$3.19M +$243K +2,278 +8%
49 50
51
52 53