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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 %
BWM
1626
BigSur Wealth Management
Florida
$1.53M -$85.5K -800 -5%
LA
1627
Lau Associates
Delaware
$1.52M +$89.1K +833 +6%
HT
1628
HAP Trading
New York
$1.52M +$1.52M +14,187 New
IR
1629
IAT Reinsurance
New York
$1.51M – – –
SCA
1630
Sippican Capital Advisors
Massachusetts
$1.51M -$14.4K -135 -0.9%
SJIM
1631
St. Johns Investment Management
Florida
$1.51M -$66.6K -623 -4%
CA
1632
Cynosure Advisors
Utah
$1.5M +$1.5M +14,068 New
FFC
1633
First Financial Corp
Indiana
$1.5M -$21.2K -198 -1%
WG
1634
Welch Group
Alabama
$1.49M +$76K +711 +5%
BEC
1635
Blue Edge Capital
Virginia
$1.49M +$73.7K +689 +5%
AEPG
1636
American Economic Planning Group
New Jersey
$1.49M -$3.74K -35 -0.3%
FAIM
1637
Financial Advocates Investment Management
Washington
$1.48M +$1.48M +15,375 New
MSA
1638
Marino Stram & Associates
Massachusetts
$1.47M +$1.47M +13,752 New
GBT
1639
Grove Bank & Trust
Florida
$1.46M +$17.1K +160 +1%
ST
1640
Sentinel Trust
Texas
$1.46M -$1.07M -9,990 -42%
CFMC
1641
Curbstone Financial Management Corp
New Hampshire
$1.46M -$1.6M -14,950 -52%
MCM
1642
Manchester Capital Management
Vermont
$1.46M +$596K +5,570 +69%
PFM
1643
Phillips Financial Management
Indiana
$1.45M -$82K -757 -5%
SIM
1644
SSI Investment Management
California
$1.45M -$3K -28 -0.2%
VHAM
1645
Van Hulzen Asset Management
California
$1.45M +$513K +4,800 +55%
AWA
1646
Arete Wealth Advisors
Illinois
$1.45M +$562K +5,253 +63%
NWM
1647
Northwest Wealth Management
Iowa
$1.45M +$1.18M +11,046 +440%
TA
1648
Tiedemann Advisors
New York
$1.45M -$1.58M -14,812 -52%
BC
1649
Banced Corp
Illinois
$1.44M -$321 -3 -0%
TL
1650
TrueWealth LLC
Georgia
$1.44M +$1.44M +13,508 New
64 65
66
67 68