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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 %
YWP
1401
YorkBridge Wealth Partners
New York
$2.48M -$105K -964 -4%
FCFC
1402
First Commonwealth Financial Corp
Pennsylvania
$2.48M +$162K +1,511 +7%
PIC
1403
PCJ Investment Counsel
Ontario, Canada
$2.47M -$200K -1,870 -7%
DMK
1404
David M. Knott
$2.47M – – –
CHC
1405
City Holding Co
West Virginia
$2.46M -$84.3K -788 -3%
HCM
1406
Hengehold Capital Management
Ohio
$2.45M -$75.5K -706 -3%
MFG
1407
Monte Financial Group
Connecticut
$2.45M +$2.45M +22,939 New
AB
1408
Atlas Brown
Kentucky
$2.45M +$74.1K +641 +3%
CT
1409
Coastline Trust
Rhode Island
$2.45M +$379K +3,540 +18%
SMG
1410
Spectrum Management Group
Indiana
$2.44M +$2.34M +21,918 +2,370%
LAIC
1411
Lederer & Associates Investment Counsel
California
$2.44M -$15.9K -149 -0.6%
ST
1412
Spinnaker Trust
Maine
$2.43M +$570K +5,332 +31%
MAM
1413
Martingale Asset Management
Massachusetts
$2.41M -$603K -5,639 -20%
HL
1414
HeadInvest LLC
Maine
$2.4M – – –
MIM
1415
MPI Investment Management
Illinois
$2.4M +$2.4M +22,421 New
TNBTD
1416
Trustmark National Bank Trust Department
Mississippi
$2.39M +$120K +1,122 +5%
AWA
1417
ARS Wealth Advisors
Florida
$2.39M +$230K +2,148 +11%
CCM
1418
Carderock Capital Management
Maryland
$2.39M +$75.1K +702 +3%
JIC
1419
Joel Isaacson & Co
New York
$2.38M -$77.4K -724 -3%
IAS
1420
IMA Advisory Services
Colorado
$2.38M +$331K +3,096 +16%
SHA
1421
Seneca House Advisors
Virginia
$2.38M +$2.38M +22,287 New
MFBTD
1422
MB Financial Bank - Trust Department
Illinois
$2.38M +$16.7K +156 +0.7%
WP
1423
WealthSource Partners
California
$2.38M +$5.88K +55 +0.2%
CIM
1424
CIM Investment Management
Pennsylvania
$2.38M -$690K -6,452 -23%
PAM
1425
Pegasus Asset Management
New York
$2.37M +$2.37M +22,136 New
55 56
57
58 59