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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 %
MWM
1751
Mission Wealth Management
California
$1.13M +$22.8K +213 +2%
RP
1752
Riverbridge Partners
Minnesota
$1.13M – – –
HH
1753
Hilltop Holdings
Texas
$1.13M -$824K -7,712 -42%
PAMG
1754
Patton Albertson Miller Group
Tennessee
$1.13M -$23K -215 -2%
BFPW
1755
BOK Financial Private Wealth
Colorado
$1.12M -$44.6K -417 -4%
PK
1756
Pflug Koory
Nebraska
$1.12M – – –
GCA
1757
Gradient Capital Advisors
California
$1.11M +$1.11M +10,369 New
RGIA
1758
Rainier Group Investment Advisory
Washington
$1.11M +$27.7K +259 +3%
DWM
1759
Destination Wealth Management
California
$1.11M +$71.2K +666 +7%
PFC
1760
Phocas Financial Corp
California
$1.1M – – –
RIA
1761
Regal Investment Advisors
Michigan
$1.1M +$47.3K +442 +4%
PIC
1762
Portland Investment Counsel
Ontario, Canada
$1.1M +$1.1M +10,295 New
CAG
1763
Crestwood Advisors Group
Massachusetts
$1.1M +$350K +3,270 +47%
CM
1764
Columbus Macro
Pennsylvania
$1.09M +$1.09M +10,232 New
JFA
1765
JNBA Financial Advisors
Minnesota
$1.09M -$61K -570 -5%
IWP
1766
Icon Wealth Partners
Texas
$1.08M +$1.08M +10,123 New
GCM
1767
Graham Capital Management
Connecticut
$1.08M +$1.08M +10,108 New
JWA
1768
JFS Wealth Advisors
Pennsylvania
$1.08M +$304K +2,838 +39%
MPPLM
1769
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M +$1.08M +10,081 New
VF
1770
Virtu Financial
New York
$1.08M +$242K +2,262 +29%
LJHT
1771
Laurie J. Hall Trustee
$1.07M – – –
GCMG
1772
Gyroscope Capital Management Group
Florida
$1.07M -$16.7K -156 -2%
CT
1773
CPF Texas
Texas
$1.07M +$1.07M +10,011 New
QSS
1774
Quantitative Systematic Strategies
Florida
$1.07M +$360K +3,366 +51%
MIS
1775
Morningstar Investment Services
Illinois
$1.07M -$115K -1,071 -10%
69 70
71
72 73