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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 %
VCAM
1426
Van Cleef Asset Management
Ohio
$2.36M -$48K -449 -2%
LA
1427
Lynch & Associates
Indiana
$2.35M +$98.9K +925 +4%
GWM
1428
Graybill Wealth Management
Illinois
$2.34M -$7.49K -70 -0.3%
RSS
1429
Rosenblum Silverman Sutton
California
$2.34M -$12.9K -121 -0.5%
NSB
1430
Norway Savings Bank
Maine
$2.34M -$47.9K -448 -2%
HWA
1431
Heritage Way Advisors
Illinois
$2.34M +$21.4K +200 +0.9%
MMPW
1432
Mitchell McLeod Pugh & Williams
Alabama
$2.34M +$274K +2,566 +13%
PTC
1433
Philadelphia Trust Company
Pennsylvania
$2.34M -$1.26M -11,734 -35%
CL
1434
CPWM LLC
Washington
$2.34M +$387K +3,614 +20%
BMM
1435
Buffington Mohr McNeal
Idaho
$2.33M – – –
BRC
1436
Bell Rock Capital
Delaware
$2.33M -$684K -6,486 -23%
QCG
1437
Quadrant Capital Group
Ohio
$2.33M +$74.3K +699 +3%
SIG
1438
Schaller Investment Group
North Carolina
$2.3M – – –
CB
1439
Cadence Bank
Mississippi
$2.3M +$2.3M +21,503 New
NDSI
1440
Newman Dignan & Sheerar Inc
Rhode Island
$2.3M -$26.1K -244 -1%
NCM
1441
Neumann Capital Management
California
$2.28M – – –
CF
1442
Centaurus Financial
California
$2.28M +$2.28M +21,344 New
GPCM
1443
Granite Point Capital Management
Massachusetts
$2.28M -$235K -2,200 -9%
STB
1444
S&T Bank
Pennsylvania
$2.26M -$16K -150 -0.7%
FIM
1445
Freedom Investment Management
Connecticut
$2.26M -$79.9K -747 -3%
SIAP
1446
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.26M -$10.7K -100 -0.5%
BMC
1447
Beaton Management Company
Massachusetts
$2.25M -$46K -430 -2%
CCA
1448
Cobblestone Capital Advisors
New York
$2.25M -$73.4K -686 -3%
LFA
1449
Landmark Financial Advisors
Kentucky
$2.24M – – –
HPCM
1450
High Pointe Capital Management
Illinois
$2.24M -$638K -5,970 -22%
56 57
58
59 60