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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 %
HIC
1601
Hartline Investment Corp
Illinois
$1.59M -$3.42K -32 -0.2%
SCG
1602
Sonata Capital Group
Washington
$1.59M – – –
IIC
1603
Ironwood Investment Counsel
Arizona
$1.59M +$201K +1,879 +14%
WC
1604
Weil Company
California
$1.59M +$1.59M +14,827 New
BMC
1605
Benin Management Corp
Connecticut
$1.59M -$30.4K -284 -2%
SFM
1606
Signature Financial Management
Virginia
$1.58M -$481K -4,501 -23%
SFSG
1607
Stearns Financial Services Group
North Carolina
$1.58M -$113K -1,059 -7%
PBO
1608
Peoples Bank (Ohio)
Ohio
$1.58M +$2.67K +25 +0.2%
GC
1609
Giverny Capital
Quebec, Canada
$1.58M +$2.25K +21 +0.1%
WPW
1610
Waldron Private Wealth
Pennsylvania
$1.57M -$109K -1,021 -6%
MBT
1611
Monroe Bank & Trust
Michigan
$1.57M -$71.5K -669 -4%
AWM
1612
Altium Wealth Management
New York
$1.57M +$1.57M +14,690 New
SCM
1613
Southport Capital Management
Tennessee
$1.57M -$13.4K -125 -0.8%
OIM
1614
Orca Investment Management
Oregon
$1.57M – – –
JSL
1615
JT Stratford LLC
Georgia
$1.57M +$1.24M +11,561 +375%
SMC
1616
Smith, Moore & Co
Missouri
$1.56M +$295K +2,754 +23%
LOAMS
1617
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.56M – – –
NSAM
1618
North Star Asset Management
Wisconsin
$1.56M -$483K -4,518 -24%
OCM
1619
Orleans Capital Management
Louisiana
$1.56M +$1.33M +12,395 +563%
CIC
1620
Chilton Investment Company
Connecticut
$1.55M -$855 -8 -0.1%
NAMA
1621
Nikko Asset Management Americas
New York
$1.55M – – –
FF
1622
Fluent Financial
Texas
$1.55M +$1.55M +14,354 New
WA
1623
WBH Advisory
Maryland
$1.54M +$2.67K +25 +0.2%
KA
1624
Kaizen Advisory
Illinois
$1.54M +$1.54M +14,697 New
1WA
1625
180 Wealth Advisors
Washington
$1.54M +$1.54M +14,386 New
63 64
65
66 67