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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 %
PP
1651
PagnatoKarp Partners
Virginia
$1.44M +$95.7K +895 +7%
SS
1652
Sunbelt Securities
Texas
$1.44M +$503K +4,703 +54%
WP
1653
WMS Partners
Maryland
$1.44M -$117K -1,094 -8%
WWM
1654
Windsor Wealth Management
Indiana
$1.44M +$1.44M +13,437 New
FHAM
1655
Folger Hill Asset Management
New York
$1.44M +$1.44M +13,441 New
VCM
1656
Versant Capital Management
Arizona
$1.44M +$1.02M +9,496 +242%
FIAS
1657
FinTrust Investment Advisory Services
South Carolina
$1.43M -$58.8K -550 -4%
RPC
1658
Rossmore Private Capital
Connecticut
$1.42M +$1.42M +13,324 New
WPC
1659
White Pine Capital
Minnesota
$1.42M – – –
KFGK
1660
Keystone Financial Group (Kentucky)
Kentucky
$1.42M +$1.42M +13,039 New
RT
1661
Rockland Trust
Massachusetts
$1.4M +$412K +3,848 +42%
Carson Wealth (CWM LLC)
1662
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$59.2K +554 +4%
TNAM
1663
Terra Nova Asset Management
New York
$1.39M +$122K +1,142 +10%
BO
1664
Bank OZK
Arkansas
$1.39M +$259K +2,423 +23%
SMH
1665
Sanders Morris Harris
Texas
$1.39M – – –
PIM
1666
Profit Investment Management
Maryland
$1.38M – – –
Squarepoint
1667
Squarepoint
New York
$1.38M +$32.9K +308 +2%
FPCG
1668
Fort Pitt Capital Group
Pennsylvania
$1.37M +$92K +860 +7%
TWI
1669
Thomas White International
Illinois
$1.36M -$18.7K -175 -1%
CPIA
1670
Cornell Pochily Investment Advisors
New York
$1.36M +$1.36M +12,709 New
Verition Fund Management
1671
Verition Fund Management
Connecticut
$1.36M -$500K -4,678 -27%
JCM
1672
Jacobi Capital Management
Pennsylvania
$1.36M +$104K +958 +8%
LNB
1673
Ledyard National Bank
$1.35M +$90.7K +848 +7%
HGWM
1674
Harvest Group Wealth Management
Massachusetts
$1.35M +$1.35M +12,656 New
EGM
1675
Engineers Gate Manager
New York
$1.35M +$1.04M +9,696 +330%
65 66
67
68 69