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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 %
JDR
1476
Jay D. Rosenbaum
$2.14M +$3.21K +30 +0.1%
ACM
1477
Atika Capital Management
New York
$2.14M +$2.14M +20,000 New
CCT
1478
Country Club Trust
Missouri
$2.13M +$231K +2,156 +12%
CAG
1479
Csenge Advisory Group
Florida
$2.13M +$261K +2,440 +14%
PCM
1480
Prelude Capital Management
New York
$2.13M +$1.48M +13,853 +229%
EFSCE
1481
Enterprise Financial Services Corp (EFSC)
Missouri
$2.12M +$119K +1,114 +6%
DAM
1482
Deltec Asset Management
New York
$2.12M +$1.82M +17,000 +607%
BCM
1483
Birmingham Capital Management
Alabama
$2.11M -$198K -1,855 -9%
HIC
1484
Harvey Investment Company
Kentucky
$2.11M – – –
HDIM
1485
Hanson & Doremus Investment Management
Vermont
$2.11M -$21.9K -205 -1%
JFA
1486
Johanson Financial Advisors
California
$2.1M +$160K +1,503 +8%
CPA
1487
Cowen Prime Advisors
New York
$2.09M -$396K -3,705 -16%
RVM
1488
Robinson Value Management
Texas
$2.09M -$139K -1,297 -6%
NB
1489
Northwest Bancshares
Pennsylvania
$2.09M +$2.09M +19,494 New
PCA
1490
Providence Capital Advisors
North Carolina
$2.08M +$2.08M +19,410 New
NME
1491
Notis-McConarty Edward
$2.07M -$54K -505 -3%
SHCM
1492
Stokes & Hubbell Capital Management
Louisiana
$2.07M -$30.1K -281 -1%
TCM
1493
Telos Capital Management
California
$2.05M -$56.1K -525 -3%
BDF
1494
Balasa Dinverno & Foltz
$2.05M +$17.6K +165 +0.9%
CCM
1495
Canal Capital Management
Virginia
$2.05M +$316K +2,958 +18%
CB
1496
CNB Bank
Pennsylvania
$2.04M +$2.04M +19,086 New
TCM
1497
Traynor Capital Management
Pennsylvania
$2.03M +$225K +2,103 +12%
QOP
1498
Quinn Opportunity Partners
Virginia
$2.03M -$15.1M -141,000 -88%
OWP
1499
Obermeyer Wealth Partners
Colorado
$2.03M +$229K +2,146 +13%
OCG
1500
Opus Capital Group
Ohio
$2.02M -$68.5K -641 -3%
58 59
60
61 62