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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 %
RG
1301
Renaissance Group
Kentucky
$3.01M -$49.8K -466 -2%
GJCM
1302
Grand Jean Capital Management
California
$3.01M +$33.6K +314 +1%
MHS
1303
M Holdings Securities
Oregon
$3M +$46.5K +435 +2%
MWM
1304
Marietta Wealth Management
Georgia
$2.99M -$25.3K -237 -0.8%
BA
1305
Bristol Advisors
Pennsylvania
$2.97M -$1.99M -18,600 -40%
IIM
1306
Ipswich Investment Management
Massachusetts
$2.96M -$22.3K -209 -0.7%
BP
1307
Ballentine Partners
Massachusetts
$2.95M -$97.5K -912 -3%
BA
1308
Birinyi Associates
Connecticut
$2.95M – – –
KM
1309
Kalos Management
Georgia
$2.95M +$120K +1,134 +4%
CG
1310
Caprock Group
Idaho
$2.93M +$3.96K +35 +0.1%
SFFS
1311
Stonehage Fleming Financial Services
Jersey
$2.93M – – –
BAM
1312
Burgundy Asset Management
Ontario, Canada
$2.92M – – –
KIG
1313
Kessler Investment Group
Indiana
$2.92M -$92.3K -863 -3%
MVA
1314
Mount Vernon Associates
Maryland
$2.92M -$58.8K -550 -2%
BIMC
1315
Benson Investment Management Company
Virginia
$2.91M +$13.4K +125 +0.5%
IP
1316
Intellectus Partners
California
$2.91M -$9.09K -85 -0.3%
OMC
1317
Old Mission Capital
Illinois
$2.91M +$2.91M +27,200 New
BTIS
1318
BB&T Investment Services
North Carolina
$2.91M +$538K +5,043 +23%
CBTWT
1319
Community Bank & Trust (Waco, Texas)
Texas
$2.91M +$20.9K +195 +0.7%
CIC
1320
Crawford Investment Counsel
Georgia
$2.9M +$11.2K +105 +0.4%
CCM
1321
Coe Capital Management
Illinois
$2.9M -$2.14K -20 -0.1%
DBIA
1322
Dumont & Blake Investment Advisors
New Jersey
$2.89M -$129K -1,210 -4%
FUBT
1323
First United Bank & Trust
Maryland
$2.87M +$97.3K +910 +4%
SWM
1324
SeaCrest Wealth Management
New York
$2.84M +$2.84M +26,547 New
WOC
1325
West Oak Capital
California
$2.83M -$86.2K -806 -3%
51 52
53
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