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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 %
WIC
1851
Wilkins Investment Counsel
Massachusetts
$829K -$578K -5,400 -41%
AIA
1852
Allegis Investment Advisors
Idaho
$827K -$123K -1,151 -13%
PCM
1853
Perritt Capital Management
Illinois
$824K – – –
UIA
1854
UBP Investment Advisors
Switzerland
$824K +$824K +7,702 New
WC
1855
Whitnell & Co
Illinois
$821K -$10.4K -97 -1%
BCA
1856
Berman Capital Advisors
Georgia
$815K +$815K +7,621 New
SIM
1857
Sonora Investment Management
Arizona
$815K +$22.9K +214 +3%
SLF
1858
Sun Life Financial
Ontario, Canada
$814K -$1.95M -18,233 -71%
CCM
1859
CrestPoint Capital Management
Missouri
$813K -$1.08M -10,100 -57%
VI
1860
Versor Investments
New York
$813K +$813K +7,600 New
MCA
1861
Mercer Capital Advisers
New Jersey
$811K – – –
FNBSF
1862
First National Bank Sioux Falls
South Dakota
$807K -$63K -589 -7%
LFM
1863
Lumina Fund Management
New York
$802K +$802K +7,500 New
EAM
1864
Evanson Asset Management
California
$794K +$155K +1,453 +24%
IIM
1865
Intact Investment Management
Quebec, Canada
$793K – – –
PCM
1866
Penserra Capital Management
California
$792K +$107K +1,004 +16%
SP
1867
SWS Partners
Ohio
$792K +$792K +7,408 New
GI
1868
GS Investments
Minnesota
$791K – – –
AFNAS
1869
American Financial Network Advisory Services
California
$791K -$194K -1,811 -20%
CCB
1870
Cutter & Co Brokerage
Missouri
$791K +$37.4K +350 +5%
WSL
1871
Western Standard LLC
California
$781K – – –
RW
1872
REDW Wealth
New Mexico
$780K – – –
PCM
1873
Pointe Capital Management
Michigan
$779K +$21.4K +200 +3%
SIA
1874
Starfire Investment Advisers
Michigan
$779K +$779K +7,283 New
KWA
1875
KCS Wealth Advisory
California
$778K +$778K +7,274 New
73 74
75
76 77