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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 %
KF
1776
Krilogy Financial
Missouri
$1.06M -$377K -3,522 -26%
AIC
1777
Ayalon Insurance Company
Israel
$1.06M +$1.06M +9,900 New
RWM
1778
Ritholtz Wealth Management
New York
$1.06M +$191K +1,783 +22%
CGA
1779
Crescent Grove Advisors
Illinois
$1.06M – – –
SRSA
1780
S.R. Schill & Associates
Washington
$1.06M +$5.46K +51 +0.5%
Treasurer of the State of North Carolina
1781
Treasurer of the State of North Carolina
North Carolina
$1.06M +$1.06M +9,863 New
AWM
1782
AllSquare Wealth Management
New York
$1.05M -$1.6K -15 -0.2%
CAMG
1783
CWA Asset Management Group
Florida
$1.05M +$227K +2,124 +28%
AAM
1784
American Asset Management
Florida
$1.04M -$10.7K -100 -1%
KIA
1785
Kopp Investment Advisors
Minnesota
$1.03M -$7.27K -68 -0.7%
HBWM
1786
Hollow Brook Wealth Management
New York
$1.03M – – –
VIM
1787
Vista Investment Management
Pennsylvania
$1.03M +$1.03M +9,631 New
PP
1788
PDS Planning
Ohio
$1.03M +$1.03M +9,625 New
AA
1789
Alesco Advisors
New York
$1.03M -$101K -943 -9%
SWA
1790
Sutton Wealth Advisors
Florida
$1.02M +$1.07K +10 +0.1%
PC
1791
PhiloSmith Capital
Connecticut
$1.02M – – –
PAM
1792
Palisade Asset Management
Minnesota
$1.01M – – –
SWP
1793
Strategic Wealth Partners
Ohio
$1.01M +$1.01M +10,350 New
AIP
1794
Ahrens Investment Partners
Louisiana
$1.01M +$11K +103 +1%
CA
1795
Cambridge Advisors
Nebraska
$1M +$126K +1,176 +14%
SG
1796
StoneX Group
New York
$997K +$96.8K +905 +11%
SMFS
1797
Squar Milner Financial Services
California
$997K +$997K +8,578 New
GHAM
1798
Gilman Hill Asset Management
Connecticut
$987K -$5.35K -50 -0.5%
MA
1799
MCF Advisors
Kentucky
$985K -$79.2K -741 -7%
BWP
1800
BSW Wealth Partners
Colorado
$982K +$32K +299 +3%
70 71
72
73 74