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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 %
Kayne Anderson Rudnick Investment Management
1826
Kayne Anderson Rudnick Investment Management
California
$918K – – –
ACM
1827
Ativo Capital Management
Illinois
$918K +$918K +8,585 New
PFA
1828
Paradigm Financial Advisors
Missouri
$911K +$85.5K +800 +10%
WA
1829
Wealth Architects
California
$908K -$18.9K -177 -2%
SWA
1830
SFMG Wealth Advisors
Texas
$906K +$4.28K +40 +0.5%
RTS
1831
Round Table Services
New Jersey
$904K -$67.6K -632 -7%
HCM
1832
Highlander Capital Management
New Jersey
$900K -$16K -150 -2%
CCG
1833
Chatham Capital Group
Georgia
$899K – – –
EMG
1834
Ellington Management Group
Connecticut
$898K +$898K +8,400 New
GWCM
1835
Godshalk Welsh Capital Management
Pennsylvania
$888K -$60.7K -567 -6%
JFGLC
1836
Johnson Financial Group LLC (Colorado)
Colorado
$883K -$175K -1,639 -17%
BWM
1837
Baystate Wealth Management
Massachusetts
$879K -$3.19M -6,130 -78%
DHFB
1838
Dixon Hubard Feinour & Brown
Virginia
$876K +$133K +1,244 +18%
TCB
1839
Texas Capital Bancshares
Texas
$874K -$1.07K -10 -0.1%
GIM
1840
Groesbeck Investment Management
New Jersey
$870K -$22.6K -211 -3%
EWA
1841
Exencial Wealth Advisors
Oklahoma
$866K -$44.8K -419 -5%
BCM
1842
Bienville Capital Management
New York
$866K +$1.93K +18 +0.2%
IWC
1843
Integrated Wealth Concepts
Massachusetts
$864K +$864K +7,967 New
PSC
1844
Prentiss Smith & Co
Vermont
$858K +$813K +7,600 +1,810%
ACM
1845
Armbruster Capital Management
New York
$857K -$1.82K -17 -0.2%
HA
1846
Harbor Advisors
Florida
$856K – – –
FPCP
1847
Fort Point Capital Partners
California
$855K +$381K +3,560 +80%
LI
1848
Lafayette Investments
Maryland
$846K +$4.28K +40 +0.5%
KSA
1849
Ken Stern & Associates
California
$845K -$27.8K -260 -3%
UAS
1850
United Asset Strategies
New York
$835K +$835K +7,805 New
72 73
74
75 76