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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 %
SBWM
1876
Sunflower Bank Wealth Management
Arizona
$776K – – –
RP
1877
Reinhart Partners
Wisconsin
$771K -$3.21K -30 -0.4%
PL
1878
Plancorp LLC
Missouri
$771K +$44.8K +419 +6%
SC
1879
Slow Capital
California
$770K +$770K +7,204 New
CAS
1880
Cue Advisory Services
Arizona
$769K -$11.8K -110 -2%
WDL
1881
Well Done LLC
Michigan
$768K +$31.8K +297 +4%
TF
1882
TLWM Financial
Texas
$766K +$766K +7,166 New
SXL
1883
Summit X LLC
Missouri
$763K +$10.2K +95 +1%
BBA
1884
Braun-Bostich & Associates
Pennsylvania
$759K +$759K +7,093 New
CAM
1885
Concorde Asset Management
Michigan
$758K -$576K -5,389 -43%
AF
1886
Affiance Financial
Minnesota
$753K +$4.6K +43 +0.6%
CIM
1887
Confluence Investment Management
Missouri
$751K -$17.8K -166 -2%
MM
1888
Midas Management
New York
$749K -$128K -1,200 -15%
PWM
1889
Paulson Wealth Management
Illinois
$749K +$749K +7,007 New
IF
1890
IRON Financial
Illinois
$747K -$83.2K -778 -10%
CBT
1891
Central Bank & Trust
Kentucky
$746K -$33K -308 -4%
PFGIA
1892
Patriot Financial Group Insurance Agency
Massachusetts
$745K +$88.5K +813 +13%
BA
1893
BKS Advisors
Michigan
$744K -$36.5K -341 -5%
Edgewood Management
1894
Edgewood Management
Connecticut
$743K -$10.7K -100 -1%
FA
1895
Fortis Advisors
Pennsylvania
$740K -$18.8K -176 -2%
NHC
1896
Nicholas Hoffman & Company
Georgia
$739K +$2.46K +23 +0.3%
FFSOTS
1897
Fiduciary Financial Services of The Southwest
Texas
$736K +$736K +6,884 New
NED
1898
Nancy E. Dempze
$732K -$10.7K -100 -1%
RHAM
1899
Round Hill Asset Management
California
$728K -$1.61K -15 -0.2%
TIM
1900
Tortoise Investment Management
New York
$727K +$20.2K +189 +3%
74 75
76
77 78