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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
1
State Street
Massachusetts
$18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$367M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$919M
5
Wells Fargo
5
Wells Fargo
California
$3.12B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.54B
2
Harris Associates
2
Harris Associates
Illinois
$377M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
4
Credit Agricole
France
$23.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
Winslow Capital Management
126
Winslow Capital Management
Minnesota
$267M +$42.7M +399,528 +19%
FMI
127
Factory Mutual Insurance
Massachusetts
$263M -$10.2M -95,600 -4%
AGDR
128
AdamCapital Gestao de Recursos
Brazil
$262M +$262M +2,451,269 New
Federated Hermes
129
Federated Hermes
Pennsylvania
$261M +$2.02M +18,845 +0.8%
KeyBank National Association
130
KeyBank National Association
Ohio
$256M -$6.36M -59,467 -2%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$255M +$22.9M +213,921 +10%
TG
132
TCW Group
California
$255M -$25.3M -236,227 -9%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$255M +$14.7M +137,368 +6%
AII
134
AGF Investments Inc
Ontario, Canada
$253M +$20.8M +194,864 +9%
HFS
135
HL Financial Services
Kentucky
$252M -$5.66M -52,969 -2%
SBAM
136
Santa Barbara Asset Management
California
$247M -$2.18M -20,379 -0.9%
HA
137
Homestead Advisers
Virginia
$241M – – –
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$240M +$1.61M +15,075 +0.7%
Citadel Advisors
139
Citadel Advisors
Florida
$240M +$213M +1,993,049 +788%
M&T Bank
140
M&T Bank
New York
$236M -$943K -8,820 -0.4%
SOMRS
141
State of Michigan Retirement System
Michigan
$234M -$5.43M -50,800 -2%
SP
142
Sarasin & Partners
United Kingdom
$234M -$22M -205,562 -9%
Bessemer Group
143
Bessemer Group
New Jersey
$223M -$10.1K -94 -0%
Luther King Capital Management (LKCM)
144
Luther King Capital Management (LKCM)
Texas
$223M +$16.7M +155,719 +8%
GIA
145
Gateway Investment Advisers
Ohio
$218M -$9.24M -86,420 -4%
SEI Investments
146
SEI Investments
Pennsylvania
$217M -$6.24M -58,355 -3%
CI
147
Cincinnati Insurance
Ohio
$215M – – –
AG
148
Aperio Group
California
$212M +$11M +102,462 +5%
Calamos Advisors
149
Calamos Advisors
Illinois
$205M +$7.59M +71,004 +4%
GT
150
Glenmede Trust
Pennsylvania
$200M -$125K -1,165 -0.1%
4 5
6
7 8