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 %
GLI
1726
Guardian Life Insurance
New York
$1.22M +$362K +3,387 +42%
FEG
1727
Fund Evaluation Group
Ohio
$1.22M +$1.22M +11,400 New
ECM
1728
Evergreen Capital Management
Washington
$1.22M -$518K -4,839 -30%
GRP
1729
Global Retirement Partners
California
$1.21M +$376K +3,514 +45%
AWM
1730
Aries Wealth Management
Maine
$1.21M +$1.21M +10,714 New
JT
1731
Jump Trading
Illinois
$1.21M +$559K +5,232 +86%
CL
1732
CSS LLC
Illinois
$1.2M – – –
OAM
1733
Oak Asset Management
California
$1.2M +$1.2M +11,254 New
BHC
1734
Bowen Hanes & Co
Florida
$1.2M +$34.2K +320 +3%
CAAS
1735
Capital Asset Advisory Services
Michigan
$1.19M -$28.1K -263 -2%
DWM
1736
Dynasty Wealth Management
Florida
$1.19M +$1.19M +11,166 New
CPC
1737
Cookson Peirce & Co
Pennsylvania
$1.19M +$49.2K +460 +4%
AWS
1738
AJ Wealth Strategies
New York
$1.19M +$1.19M +11,160 New
EM
1739
ELCO Management
New York
$1.19M -$63.5K -594 -5%
NWS
1740
Newport Wealth Strategies
California
$1.19M +$1.19M +10,251 New
SAM
1741
Shamrock Asset Management
Texas
$1.19M -$53.4K -499 -4%
SFG
1742
Sather Financial Group
Texas
$1.18M +$115K +1,078 +11%
CAM
1743
ClariVest Asset Management
California
$1.18M +$99.1K +927 +9%
TMC
1744
Trellus Management Company
Florida
$1.18M – – –
MIM
1745
Miller Investment Management
Pennsylvania
$1.18M – – –
DC
1746
DeDora Capital
California
$1.17M +$1.17M +10,979 New
AP
1747
Atwood & Palmer
Missouri
$1.17M – – –
BHBT
1748
Burke & Herbert Bank & Trust
Virginia
$1.16M – – –
HFA
1749
High Falls Advisors
New York
$1.15M -$31K -290 -3%
HCM
1750
Hudson Capital Management
New Jersey
$1.14M +$1.14M +10,690 New
68 69
70
71 72