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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 %
NF
1276
Nikulski Financial
Iowa
$3.18M +$3.18M +29,710 New
CK
1277
Cohen Klingenstein
New York
$3.18M – – –
FIM
1278
Frontier Investment Management
Texas
$3.17M +$54.7K +511 +2%
FLI
1279
Family Legacy Inc
South Carolina
$3.16M +$1.41M +13,162 +80%
PA
1280
Parallel Advisors
California
$3.12M +$46.6K +436 +2%
UBV
1281
United Bank (Virginia)
Virginia
$3.12M +$3.12M +29,140 New
VCA
1282
Verdence Capital Advisors
Maryland
$3.11M +$3.11M +29,070 New
PHS
1283
Pekin Hardy Strauss
Illinois
$3.1M +$366K +3,425 +13%
BIA
1284
BMT Investment Advisors
Pennsylvania
$3.1M +$328K +3,063 +12%
CWM
1285
Concentric Wealth Management
California
$3.1M -$134K -1,251 -4%
LCM
1286
Leisure Capital Management
California
$3.1M +$150K +1,400 +5%
SC
1287
Savant Capital
Illinois
$3.09M +$528K +4,940 +21%
AC
1288
Addison Capital
Pennsylvania
$3.09M -$8.02K -75 -0.3%
VFA
1289
Voya Financial Advisors
Connecticut
$3.08M -$48.5K -450 -2%
AP
1290
AHL Partners
United Kingdom
$3.08M +$1.4M +13,118 +84%
LC
1291
Lourd Capital
California
$3.08M +$2.04M +19,072 +197%
GVT
1292
Genesee Valley Trust
New York
$3.07M -$96.7K -904 -3%
WSC
1293
Wellington Shields & Co
New York
$3.06M -$79K -739 -3%
HIM
1294
Hutchens Investment Management
New Hampshire
$3.06M -$163K -1,525 -5%
CPIM
1295
Columbia Partners Investment Management
Virginia
$3.05M -$144K -1,349 -5%
BOS
1296
Bank of Stockton
California
$3.04M +$352K +3,288 +13%
Koshinski Asset Management
1297
Koshinski Asset Management
Illinois
$3.04M -$507K -4,742 -14%
SCI
1298
Stableford Capital II
Arizona
$3.03M +$244K +2,279 +9%
LBG
1299
Lloyds Banking Group
United Kingdom
$3.02M – – –
RAM
1300
Roanoke Asset Management
New Jersey
$3.02M -$239K -2,235 -7%
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