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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 %
RA
1551
Rational Advisors
New York
$1.78M -$1.07M -10,041 -38%
MGIA
1552
Moneta Group Investment Advisors
Missouri
$1.78M +$32.9K +308 +2%
CAM
1553
Cacti Asset Management
Georgia
$1.78M – – –
AAS
1554
Annex Advisory Services
Wisconsin
$1.77M +$98.4K +920 +6%
KTC
1555
Kistler-Tiffany Companies
Pennsylvania
$1.76M +$49.5K +463 +3%
AIM
1556
Aspen Investment Management
Michigan
$1.73M +$13.4K +125 +0.8%
2L
1557
22NW LP
Washington
$1.72M +$995K +9,300 +137%
EHC
1558
Everett Harris & Co
California
$1.72M – – –
VWA
1559
V Wealth Advisors
Kansas
$1.72M +$243K +2,164 +16%
VFM
1560
Viking Fund Management
North Dakota
$1.71M – – –
FPA
1561
First Pacific Advisors
California
$1.71M +$1.71M +16,000 New
EMR
1562
Errol M. Rudman
$1.71M +$1.71M +16,000 New
NFC
1563
Northeast Financial Consultants
Connecticut
$1.71M +$87.2K +816 +5%
FPIS
1564
Financial Planning & Information Services
Wisconsin
$1.71M – – –
SOAMC
1565
Spirit of America Management Corp
New York
$1.71M +$107K +1,000 +7%
CC
1566
Colrain Capital
Massachusetts
$1.71M -$844K -7,888 -33%
MBT
1567
Montecito Bank & Trust
California
$1.71M +$67.3K +629 +4%
GC
1568
Grimes & Company
Massachusetts
$1.7M +$731K +6,836 +75%
CAN
1569
Claraphi Advisory Network
United States
$1.7M +$1.7M +15,894 New
FNB
1570
Farmers National Bank
Kentucky
$1.69M +$213K +1,988 +14%
FC
1571
Forte Capital
New York
$1.69M +$88.1K +824 +6%
CM
1572
Churchill Management
California
$1.69M +$37.4K +350 +2%
RMAM
1573
Raab & Moskowitz Asset Management
New Jersey
$1.68M -$80.2K -750 -5%
NL
1574
NWAM LLC
Washington
$1.68M +$50.3K +470 +3%
IFWM
1575
Institute for Wealth Management
Colorado
$1.68M -$637K -5,922 -28%
61 62
63
64 65