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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 %
BWP
1501
Baldwin Wealth Partners
Massachusetts
$2.01M -$428 -4 -0%
AIM
1502
Anchor Investment Management
South Carolina
$2.01M +$20.2K +189 +1%
CWM
1503
Cornerstone Wealth Management
Missouri
$2M +$463K +4,266 +30%
WIP
1504
Wellesley Investment Partners
Massachusetts
$2M +$63.1K +590 +3%
IWM
1505
IHT Wealth Management
Illinois
$2M +$800K +7,369 +67%
IDBONY
1506
Israel Discount Bank of New York
New York
$1.99M +$15.5K +145 +0.8%
AWA
1507
Acorn Wealth Advisors
Michigan
$1.99M +$1.99M +18,426 New
SAM
1508
Stansberry Asset Management
Texas
$1.99M +$1.99M +18,599 New
MSU
1509
Mizuho Securities USA
New York
$1.98M +$342K +3,199 +21%
IP
1510
Investment Partners
Ohio
$1.96M +$279K +2,609 +17%
TPWA
1511
TRUE Private Wealth Advisors
Oregon
$1.96M +$645K +6,034 +49%
AFC
1512
AFT Forsyth & Company
Florida
$1.95M +$1.95M +18,240 New
LSAG
1513
Lake Street Advisors Group
New Hampshire
$1.94M +$1.94M +18,120 New
S
1514
SignatureFD
Georgia
$1.92M +$153K +1,431 +9%
FCCM
1515
First City Capital Management
Georgia
$1.92M -$37.3K -349 -2%
DA
1516
Dillon & Associates
Michigan
$1.92M +$211K +1,974 +12%
BAM
1517
Brave Asset Management
New Jersey
$1.92M +$144K +1,351 +8%
RWM
1518
RKL Wealth Management
Pennsylvania
$1.91M -$2.6M -24,425 -58%
ACS
1519
Archford Capital Strategies
Illinois
$1.9M +$67.8K +634 +4%
HI
1520
Hudock Inc
Pennsylvania
$1.9M +$9.41K +88 +0.5%
HCM
1521
Hollencrest Capital Management
California
$1.89M -$130K -1,217 -6%
LDB
1522
Lee, Danner & Bass
Tennessee
$1.89M -$18.1K -169 -0.9%
WA
1523
WealthTrust-Arizona
Arizona
$1.89M -$12.8K -120 -0.7%
DAS
1524
Dynamic Advisor Solutions
Arizona
$1.88M +$107K +999 +6%
WA
1525
Waverly Advisors
Alabama
$1.88M +$93.2K +871 +5%
59 60
61
62 63