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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 %
KIC
1901
Keating Investment Counselors
Florida
$725K – – –
ADBIC
1902
A.D. Beadell Investment Counsel
Wisconsin
$725K – – –
HAIM
1903
Hunter Associates Investment Management
Pennsylvania
$725K +$212K +1,979 +41%
LP
1904
LMR Partners
United Kingdom
$721K +$721K +6,738 New
LFG
1905
LifePlan Financial Group
Ohio
$714K – – –
PCAP
1906
Pratt Collard Advisory Partners
New York
$714K +$714K +6,680 New
IIM
1907
Ironwood Investment Management
Massachusetts
$713K – – –
SIC
1908
SFE Investment Counsel
California
$711K +$160K +1,500 +29%
CA
1909
Cornerstone Advisory
Maryland
$709K +$31K +290 +5%
CCC
1910
Chelsea Counsel Company
California
$708K -$117K -1,093 -14%
GSBTD
1911
Glenview State Bank Trust Department
Illinois
$706K – – –
WCAMG
1912
Woodard & Company Asset Management Group
North Carolina
$701K +$701K +6,613 New
AIM
1913
Arcadia Investment Management
Michigan
$698K – – –
ECAM
1914
East Coast Asset Management
Massachusetts
$697K -$348K -3,253 -33%
SS
1915
Simplicity Solutions
Minnesota
$695K +$385K +3,595 +124%
DWM
1916
Darwin Wealth Management
Florida
$693K +$153K +1,428 +28%
AWM
1917
Arbor Wealth Management
Florida
$692K -$31.6K -296 -4%
HI
1918
Harrington Investments
California
$692K +$432K +4,040 +166%
HHGA
1919
Halbert Hargrove Global Advisors
California
$690K -$22.7K -212 -3%
LCM
1920
LVM Capital Management
Michigan
$690K -$21.6K -202 -3%
BCM
1921
Brookstone Capital Management
Illinois
$690K +$30K +280 +5%
CWG
1922
C WorldWide Group
Denmark
$687K -$414K -3,873 -38%
CHA
1923
Carmichael Hill & Associates
Maryland
$686K +$686K +6,410 New
NCM
1924
Northside Capital Management
Oregon
$684K – – –
OWA
1925
One Wealth Advisors
California
$680K +$680K +6,362 New
75 76
77
78 79