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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 %
CCM
1576
Condor Capital Management
New Jersey
$1.67M -$139K -1,297 -8%
HFP
1577
Holistic Financial Partners
Indiana
$1.66M +$1.66M +15,512 New
CCG
1578
Ceeto Capital Group
Florida
$1.66M – – –
TCM
1579
Tributary Capital Management
Nebraska
$1.66M -$107K -1,000 -6%
PFSC
1580
Peoples Financial Services Corp
Pennsylvania
$1.65M – – –
HCM
1581
Hodges Capital Management
Texas
$1.65M +$535 +5 +0%
AI
1582
Accredited Investors
Minnesota
$1.65M +$8.45K +79 +0.5%
KS
1583
Karpas Strategies
Connecticut
$1.65M +$1.6K +15 +0.1%
KCPG
1584
Kavar Capital Partners Group
Kansas
$1.65M -$748K -6,996 -31%
FMLI
1585
Fukoku Mutual Life Insurance
Japan
$1.64M – – –
DCM
1586
Dimension Capital Management
Florida
$1.64M +$326K +3,048 +25%
BIC
1587
Bridges Investment Counsel
Nebraska
$1.64M -$10.7K -100 -0.6%
SFA
1588
Sequoia Financial Advisors
Ohio
$1.64M +$260K +2,431 +19%
VNIM
1589
Vaughan Nelson Investment Management
Texas
$1.63M – – –
FCH
1590
Freestone Capital Holdings
Washington
$1.62M +$51.7K +483 +3%
MA
1591
Mutual Advisors
Nebraska
$1.62M +$1.62M +15,140 New
FPFS
1592
First Personal Financial Services
North Carolina
$1.62M +$501K +4,686 +45%
CPIG
1593
Chicago Partners Investment Group
Illinois
$1.61M -$209K -1,950 -11%
DAM
1594
Delta Asset Management
Tennessee
$1.61M -$11.2K -105 -0.7%
JC
1595
JBF Capital
Colorado
$1.6M -$4.81M -45,000 -75%
GAG
1596
GM Advisory Group
New York
$1.6M +$540K +5,051 +51%
BI
1597
Bredin Investment
Delaware
$1.6M +$1.6M +14,800 New
LCM
1598
Liberty Capital Management
Michigan
$1.6M +$86.5K +768 +6%
NAM
1599
Needelman Asset Management
California
$1.6M -$88.2K -825 -5%
ACP
1600
Ashfield Capital Partners
California
$1.6M – – –
62 63
64
65 66