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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 %
EWM
1451
Evermay Wealth Management
Virginia
$2.24M +$704K +6,587 +46%
AWMG
1452
Alliance Wealth Management Group
New Jersey
$2.23M -$2.27M -21,247 -50%
NAM
1453
NTV Asset Management
West Virginia
$2.23M +$321 +3 +0%
AIA
1454
Armor Investment Advisors
North Carolina
$2.23M +$75.7K +708 +4%
SCP
1455
Sandhill Capital Partners
New York
$2.21M +$7.06K +66 +0.3%
PH
1456
Pinnacle Holdings
Oklahoma
$2.21M +$8.13K +76 +0.4%
FFA
1457
Fragasso Financial Advisors
Pennsylvania
$2.21M +$62.8K +587 +3%
PI
1458
Parkside Investments
Illinois
$2.21M -$596K -5,577 -21%
MHIM
1459
MacNealy Hoover Investment Management
Ohio
$2.21M -$96.2K -900 -4%
PI
1460
PHH Investments
Texas
$2.21M -$6.42K -60 -0.3%
WEC
1461
Winslow Evans & Crocker
Massachusetts
$2.2M +$120K +1,126 +6%
FMB
1462
Field & Main Bank
Kentucky
$2.2M +$2.2M +20,598 New
BIM
1463
Baldwin Investment Management
Pennsylvania
$2.2M -$16K -150 -0.7%
ZB
1464
Zions Bancorporation
Utah
$2.2M -$292K -2,729 -12%
SBSB
1465
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.2M +$2.67K +25 +0.1%
SI
1466
SII Investments
Wisconsin
$2.18M -$1.62M -15,204 -43%
KCM
1467
Karp Capital Management
California
$2.18M +$70.8K +662 +3%
GBBWRPM
1468
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.17M +$275K +2,380 +15%
SGAM
1469
Steinberg Global Asset Management
Florida
$2.17M +$3.85K +36 +0.2%
TNB
1470
Thomasville National Bank
Georgia
$2.17M -$1.16M -10,838 -35%
BFC
1471
Blue Fin Capital
Rhode Island
$2.16M +$79.8K +746 +4%
BEAM
1472
Baker Ellis Asset Management
Washington
$2.16M +$24.6K +230 +1%
PIA
1473
Peachtree Investment Advisors
Georgia
$2.16M +$42.8K +400 +2%
HFBOT
1474
Home Federal Bank of Tennessee
Tennessee
$2.15M -$64.7K -605 -3%
JWM
1475
Jackson Wealth Management
Florida
$2.15M +$15.6K +143 +0.7%
57 58
59
60 61