JPM icon

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 %
KA
1701
Kovack Advisors
Florida
$1.29M +$36.8K +344 +3%
CG
1702
CFO4Life Group
Texas
$1.29M -$33.3K -311 -3%
WCM
1703
Windsor Capital Management
Arizona
$1.28M +$710K +6,644 +124%
RCM
1704
RB Capital Management
Nevada
$1.28M +$14.6K +137 +1%
PMFA
1705
Plante Moran Financial Advisors
Michigan
$1.27M +$78.5K +734 +7%
FCMT
1706
Founders Capital Management (Texas)
Texas
$1.27M +$107 +1 +0%
PFBT
1707
Parkside Financial Bank & Trust
Missouri
$1.26M +$49.3K +461 +4%
CPA
1708
Capital Planning Advisors
California
$1.26M +$201K +1,879 +19%
GWM
1709
Greenwich Wealth Management
Connecticut
$1.26M -$8.34K -78 -0.7%
CASB
1710
Cape Ann Savings Bank
Massachusetts
$1.26M +$1.26M +11,728 New
BWM
1711
BerganKDV Wealth Management
Minnesota
$1.25M -$168K -1,568 -12%
LC
1712
LCNB Corp
Ohio
$1.25M +$12.7K +119 +1%
NGA
1713
Naples Global Advisors
Florida
$1.25M +$80.2K +750 +7%
HJA
1714
Hugh Johnson Advisors
New York
$1.25M +$4.39K +41 +0.4%
CAW
1715
Cornerstone Advisors (Washington)
Washington
$1.25M – – –
DCM
1716
Dynamic Capital Management
Jersey
$1.25M +$1.25M +11,663 New
GLA
1717
Good Life Advisors
Pennsylvania
$1.24M -$40.1K -369 -3%
BCM
1718
Brown Capital Management
Maryland
$1.23M -$93.1K -871 -7%
CHJWM
1719
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.23M -$52.9K -495 -4%
LC
1720
Loews Corp
New York
$1.23M – – –
TCM
1721
Teza Capital Management
Illinois
$1.23M +$1.23M +11,499 New
WG
1722
Winton Group
United Kingdom
$1.22M -$2.06M -19,216 -63%
RA
1723
RFG Advisory
Alabama
$1.22M -$19.5K -180 -2%
PWAP
1724
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M +$26.5K +248 +2%
LCM
1725
Logan Capital Management
Pennsylvania
$1.22M +$50.7K +474 +4%
67 68
69
70 71