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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 %
PL
1351
Perpetual Ltd
Australia
$2.69M +$655K +6,065 +32%
MCP
1352
Martin Capital Partners
Oregon
$2.69M +$2.69M +25,104 New
DA
1353
Denali Advisors
California
$2.68M -$4.13M -38,600 -61%
BCM
1354
Boltwood Capital Management
California
$2.68M +$16K +150 +0.6%
SCA
1355
Snowden Capital Advisors
New York
$2.68M -$133K -1,243 -5%
TW
1356
Transform Wealth
Colorado
$2.67M +$1.19M +11,146 +80%
FMT
1357
First Mercantile Trust
Tennessee
$2.67M -$660K -6,170 -20%
AMIM
1358
Aull & Monroe Investment Management
Alabama
$2.66M -$21.4K -200 -0.8%
AWM
1359
AE Wealth Management
Kansas
$2.66M +$41.5K +388 +2%
NFG
1360
NewFocus Financial Group
Washington
$2.66M -$20.7K -194 -0.8%
PVWM
1361
Point View Wealth Management
New Jersey
$2.66M -$19.3K -180 -0.7%
PWM
1362
Perigon Wealth Management
California
$2.66M -$217K -2,026 -8%
SCM
1363
Salem Capital Management
Massachusetts
$2.66M – – –
BJL
1364
Brighton Jones LLC
Washington
$2.66M +$121K +1,132 +5%
SCI
1365
S&CO Inc
Massachusetts
$2.65M -$22.5K -210 -0.8%
SCM
1366
SOL Capital Management
Maryland
$2.65M -$615K -5,750 -19%
ANB
1367
Amarillo National Bank
Texas
$2.62M +$14K +131 +0.5%
AFA
1368
Aurora Financial Advisors
Massachusetts
$2.61M +$2.61M +24,363 New
DAC
1369
Dividend Assets Capital
South Carolina
$2.6M -$96.2K -900 -4%
CPC
1370
Congress Park Capital
New York
$2.6M +$2.6M +24,343 New
HB
1371
Homrich & Berg
Georgia
$2.6M +$214K +2,003 +9%
PGWM
1372
Parisi Gray Wealth Management
New Jersey
$2.6M +$2.6M +24,099 New
AFM
1373
Andesa Financial Management
Pennsylvania
$2.6M +$2.6M +24,335 New
SC
1374
Sawyer & Company
Massachusetts
$2.6M +$2.6M +24,286 New
PFT
1375
Providence First Trust
Arizona
$2.59M -$8.56K -80 -0.3%
53 54
55
56 57