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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 %
STMM
1926
South Texas Money Management
Texas
$679K +$58.1K +543 +9%
MJRIC
1927
Mogy Joel R Investment Counsel
California
$678K – – –
PGA
1928
Portland Global Advisors
Maine
$677K -$39.5K -370 -6%
RMCM
1929
Reynders McVeigh Capital Management
Massachusetts
$672K -$5.45K -51 -0.8%
SQA
1930
Simon Quick Advisors
New Jersey
$669K -$749K -6,478 -53%
TRIM
1931
Thompson Rubinstein Investment Management
Oregon
$669K – – –
B
1932
Bellecapital
Switzerland
$669K +$439K +4,110 +191%
AZA
1933
Arthur Zaske & Associates
Michigan
$662K +$85.6K +800 +15%
DAM
1934
Doheny Asset Management
California
$656K +$131K +1,221 +25%
Members Trust
1935
Members Trust
Florida
$654K +$44.2K +413 +7%
BFA
1936
Beaumont Financial Advisors
Massachusetts
$653K +$71.2K +666 +12%
TPW
1937
Tiller Private Wealth
Pennsylvania
$647K +$49.2K +460 +8%
UC
1938
Unio Capital
New Jersey
$646K +$646K +6,040 New
AF
1939
Aldebaran Financial
$642K +$34.4K +322 +6%
BCM
1940
Breiter Capital Management
Florida
$639K +$639K +5,973 New
AW
1941
Alpha Windward
Massachusetts
$638K -$15.6K -146 -2%
BFG
1942
Beacon Financial Group
Texas
$638K -$12.7K -119 -2%
VC
1943
Vicus Capital
Pennsylvania
$638K -$2.14K -20 -0.3%
CYG
1944
Clean Yield Group
Vermont
$637K -$128K -1,200 -17%
NVIM
1945
New Vernon Investment Management
Illinois
$637K – – –
BAM
1946
Bruderman Asset Management
New York
$637K +$32.4K +303 +5%
MFW
1947
Meristem Family Wealth
Minnesota
$636K – – –
JA
1948
JOYN Advisors
Georgia
$636K +$636K +5,952 New
FLII
1949
First Long Island Investors
New York
$635K +$3.74K +35 +0.6%
RB
1950
Rodgers Brothers
Pennsylvania
$633K -$10.7K -100 -2%
76 77
78
79 80