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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 %
SCM
1326
Sterneck Capital Management
Missouri
$2.83M -$511K -4,783 -15%
PWMAG
1327
Pinnacle Wealth Management Advisory Group
New Jersey
$2.81M +$9.62K +90 +0.3%
NPA
1328
Nichols & Pratt Advisers
Massachusetts
$2.81M -$62.7K -586 -2%
PCA
1329
Peddock Capital Advisors
Massachusetts
$2.8M -$6.31K -59 -0.2%
MWP
1330
MYCIO Wealth Partners
Pennsylvania
$2.79M -$95.6K -894 -3%
HCM
1331
Howland Capital Management
Massachusetts
$2.78M +$107K +998 +4%
APP
1332
Avantax Planning Partners
Iowa
$2.78M -$779K -7,288 -22%
EML
1333
Eos Management LP
New York
$2.78M – – –
NPP
1334
New Potomac Partners
Maryland
$2.78M +$2.78M +25,957 New
KWM
1335
Kingsview Wealth Management
Oregon
$2.78M +$34K +318 +1%
FBT
1336
First Bankers Trust
Kentucky
$2.77M +$5.35K +50 +0.2%
WCA
1337
Westover Capital Advisors
Delaware
$2.77M +$150K +1,405 +6%
WWM
1338
Willingdon Wealth Management
North Carolina
$2.76M +$337K +3,150 +14%
CAM
1339
Close Asset Management
United Kingdom
$2.76M +$452K +4,220 +20%
WI
1340
Wintrust Investments
Illinois
$2.75M -$14.5K -136 -0.5%
NIM
1341
Nicollet Investment Management
Minnesota
$2.74M +$2.74M +25,646 New
SCA
1342
Spearhead Capital Advisors
Florida
$2.73M +$2.73M +25,502 New
OA
1343
Outfitter Advisors
Virginia
$2.73M -$5.35K -50 -0.2%
Wealth Enhancement Advisory Services
1344
Wealth Enhancement Advisory Services
Minnesota
$2.72M +$391K +3,466 +17%
AA
1345
ALPS Advisors
Colorado
$2.72M +$1.19M +11,147 +78%
SIC
1346
Shoker Investment Counsel
Ohio
$2.71M -$78.2K -731 -3%
DG
1347
Delek Group
Israel
$2.71M +$2.71M +25,410 New
SFI
1348
SPC Financial Inc
Maryland
$2.71M -$5.35K -50 -0.2%
IC
1349
Intersect Capital
California
$2.7M -$71.1K -665 -3%
IH
1350
IFC Holdings
Florida
$2.7M +$60.8K +568 +2%
52 53
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