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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
1
State Street
Massachusetts
$18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$367M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$919M
5
Wells Fargo
5
Wells Fargo
California
$3.12B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.54B
2
Harris Associates
2
Harris Associates
Illinois
$377M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
4
Credit Agricole
France
$23.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
151
OMERS Administration Corp
Ontario, Canada
$197M +$8.87M +82,950 +5%
BWA
152
Brave Warrior Advisors
New York
$194M -$22.7M -212,187 -10%
CI Investments Inc
153
CI Investments Inc
Ontario, Canada
$193M +$115M +1,077,106 +148%
AC
154
Alleghany Corporation
New York
$192M -$21.5K -201 -0%
RFS
155
Rockefeller Financial Services
New York
$191M -$673K -6,289 -0.4%
HNB
156
Huntington National Bank
Ohio
$188M -$1.02M -9,501 -0.5%
BCIM
157
British Columbia Investment Management
British Columbia, Canada
$188M +$6.13M +57,310 +3%
WHG
158
Westwood Holdings Group
Texas
$185M +$4.26M +39,834 +2%
RFC
159
Regions Financial Corp
Alabama
$183M -$6.79M -63,514 -4%
KBC Group
160
KBC Group
Belgium
$180M -$10.5M -98,542 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
161
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$180M -$14.2M -132,500 -7%
RCAMU
162
Rothschild & Co Asset Management US
Connecticut
$179M -$5.33M -49,864 -3%
ACI
163
AMP Capital Investors
Australia
$176M -$6.8M -63,620 -4%
JPMPWA
164
J.P. Morgan Private Wealth Advisors
California
$175M +$6.04M +56,520 +4%
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$173M +$19.2M +179,885 +13%
SCCM
166
Schafer Cullen Capital Management
New York
$169M -$2.09M -19,550 -1%
CBT
167
Capital Bank & Trust
California
$168M -$20.8M -194,430 -11%
EAM
168
Eagle Asset Management
Florida
$161M -$1.2M -10,824 -0.7%
First Trust Advisors
169
First Trust Advisors
Illinois
$160M +$6.13M +57,311 +4%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$155M +$70.1M +655,500 +83%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$153M -$107M -1,004,203 -41%
CCMH
172
Cornerstone Capital Management Holdings
New York
$152M +$1.04M +9,687 +0.7%
HTC
173
Haverford Trust Company
Pennsylvania
$152M -$1.06M -9,933 -0.7%
SI
174
Sentry Investments
Ontario, Canada
$148M -$28.7M -268,550 -16%
William Blair & Company
175
William Blair & Company
Illinois
$147M +$2.25M +21,029 +2%
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