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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 %
HAC
1676
Harbor Advisory Corp
New Hampshire
$1.35M +$1.35M +12,583 New
SLT
1677
St Louis Trust
Missouri
$1.35M – – –
MCM
1678
Maple Capital Management
Vermont
$1.35M +$19.5K +182 +1%
NFG
1679
Next Financial Group
Texas
$1.34M -$376K -3,514 -22%
NP
1680
Ninepoint Partners
Ontario, Canada
$1.34M -$417K -3,900 -24%
NWP
1681
Northstar Wealth Partners
Connecticut
$1.34M +$24.8K +229 +2%
WIM
1682
Weitz Investment Management
Nebraska
$1.34M +$1.34M +12,500 New
PG
1683
Proffitt & Goodson
Tennessee
$1.33M -$114K -1,067 -8%
TSS
1684
Two Sigma Securities
New York
$1.33M +$1.33M +12,457 New
AFP
1685
Ausdal Financial Partners
Iowa
$1.33M +$73.5K +687 +6%
CPO
1686
Cerity Partners OCIO
New York
$1.33M -$26.6K -260 -2%
B
1687
Brightworth
Georgia
$1.33M +$107K +1,000 +9%
FNBTCON
1688
First National Bank & Trust Co of Newtown
Pennsylvania
$1.33M -$26.7K -250 -2%
HEIP
1689
Hudson Edge Investment Partners
New Jersey
$1.33M -$41.7K -390 -3%
FM
1690
Forward Management
California
$1.32M -$86K -804 -6%
BFO
1691
Biltmore Family Office
North Carolina
$1.32M +$1.32M +12,364 New
OFS
1692
Orrstown Financial Services
Pennsylvania
$1.31M -$169K -1,583 -11%
ACM
1693
Avalon Capital Management
California
$1.31M -$389K -3,635 -23%
HH
1694
HWG Holdings
Texas
$1.31M +$1.14M +10,652 +668%
GIM
1695
Greylin Investment Management
Virginia
$1.3M -$37.4K -350 -3%
HIC
1696
Holderness Investments Company
North Carolina
$1.3M – – –
KAS
1697
Kemnay Advisory Services
New York
$1.3M +$382K +3,570 +42%
TFS
1698
TrustCore Financial Services
Tennessee
$1.3M +$1.3M +12,149 New
CAM
1699
Covenant Asset Management
New Jersey
$1.3M +$72.7K +680 +6%
AIM
1700
Acropolis Investment Management
Missouri
$1.29M -$29K -271 -2%
66 67
68
69 70