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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 %
BBWA
1376
Bell & Brown Wealth Advisors
California
$2.58M +$2.58M +24,163 New
EHWM
1377
Eads & Heald Wealth Management
Georgia
$2.58M -$37.5K -351 -1%
WSTAM
1378
Wilbanks Smith & Thomas Asset Management
Virginia
$2.57M +$41.3K +386 +2%
NJBEST
1379
New Jersey Better Educational Savings Trust
New Jersey
$2.57M -$642K -6,000 -20%
AU
1380
Algebris (UK)
United Kingdom
$2.56M -$7.42M -69,395 -74%
CFG
1381
CKW Financial Group
Hawaii
$2.56M -$110K -1,025 -4%
WPA
1382
West Paces Advisors
Georgia
$2.55M -$93.8K -877 -4%
FHA
1383
Flagship Harbor Advisors
Massachusetts
$2.54M +$202K +1,865 +9%
WCM
1384
Wunderlich Capital Managemnt
Tennessee
$2.54M +$20.6K +193 +0.8%
MCM
1385
Monarch Capital Management
Indiana
$2.54M -$20.3K -190 -0.8%
LWAC
1386
Laurel Wealth Advisors (California)
California
$2.54M +$101K +941 +4%
NB
1387
Nicolet Bankshares
Wisconsin
$2.53M -$184K -1,717 -7%
BWA
1388
BDO Wealth Advisors
Florida
$2.53M +$164K +1,536 +7%
UFF
1389
USA Financial Formulas
Michigan
$2.52M +$2.52M +23,555 New
4IG
1390
440 Investment Group
Kansas
$2.52M +$155K +1,446 +7%
PP
1391
Professional Planning
California
$2.51M +$2.51M +23,504 New
GIM
1392
Guardian Investment Management
California
$2.51M +$99.8K +933 +4%
FMTCOCP
1393
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.5M -$45.4K -425 -2%
Lido Advisors
1394
Lido Advisors
California
$2.49M +$91.7K +858 +4%
PAS
1395
Partnervest Advisory Services
California
$2.49M +$132K +1,230 +6%
TWA
1396
Tillar-Wenstrup Advisors
Ohio
$2.49M -$53.4K -499 -2%
CPA
1397
Court Place Advisors
Maryland
$2.49M -$5.35K -50 -0.2%
NIS
1398
National Investment Services
Wisconsin
$2.49M -$177K -1,657 -7%
SSWM
1399
Sheets Smith Wealth Management
North Carolina
$2.48M -$72.2K -675 -3%
EA
1400
Edge Advisors
Georgia
$2.48M -$5.34K -50 -0.2%
54 55
56
57 58