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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 %
PA
1801
Probity Advisors
Texas
$981K -$53.1K -497 -5%
PC
1802
Palo Capital
California
$981K – – –
MCWS
1803
McKinley Carter Wealth Services
West Virginia
$978K -$142K -1,328 -13%
SSP
1804
Sapphire Star Partners
Washington
$977K -$471K -4,400 -33%
FDS
1805
First Dallas Securities
Texas
$976K – – –
CBA
1806
Coastal Bridge Advisors
Connecticut
$973K +$10.8K +100 +1%
WA
1807
Wheatland Advisors
Pennsylvania
$971K -$2.67K -25 -0.3%
MMA
1808
Miracle Mile Advisors
California
$969K +$480K +4,493 +98%
BL
1809
BFSG LLC
California
$961K -$49.7K -465 -5%
SCP
1810
Syntal Capital Partners
Texas
$957K +$643K +6,010 +204%
HK
1811
Horizon Kinetics
New York
$953K – – –
SRAM
1812
Stone Ridge Asset Management
New York
$950K +$950K +8,879 New
BRM
1813
Boston Research & Management
Massachusetts
$946K -$10.7K -100 -1%
WAP
1814
Wealthcare Advisory Partners
Pennsylvania
$943K +$191K +1,784 +25%
PCM
1815
Poehling Capital Management
Wisconsin
$943K +$943K +8,820 New
FFW
1816
Fusion Family Wealth
New York
$941K +$823K +7,699 +700%
ORI
1817
Oak Ridge Investments
Illinois
$938K – – –
IA
1818
IndexIQ Advisors
New York
$938K +$938K +8,769 New
GFP
1819
Gryphon Financial Partners
Ohio
$937K +$937K +8,761 New
WCM
1820
Weik Capital Management
Pennsylvania
$935K – – –
IUHSA
1821
Itau Unibanco Holding S.A.
Brazil
$934K -$161K -1,510 -15%
SC
1822
Searle & Co
Connecticut
$933K – – –
BOS
1823
Bingham Osborn & Scarborough
California
$929K +$108K +1,014 +13%
SFG
1824
Summit Financial Group
West Virginia
$922K -$54.8K -512 -6%
RP
1825
Rowlandmiller & Partners
Georgia
$919K -$8.07K -75 -0.9%
71 72
73
74 75