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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 %
OFW
1951
Omnia Family Wealth
Florida
$633K +$53K +495 +9%
PGA
1952
Premia Global Advisors
Florida
$632K +$632K +5,928 New
CWM
1953
Connecticut Wealth Management
Connecticut
$629K -$161K -1,482 -20%
MCA
1954
Morris Capital Advisors
Pennsylvania
$629K -$534 -5 -0.1%
PIM
1955
Provident Investment Management
Michigan
$627K – – –
SFG
1956
SNS Financial Group
Minnesota
$623K -$24.7K -231 -4%
FRM
1957
Fox Run Management
Connecticut
$621K +$621K +5,807 New
MLIC
1958
Mandatum Life Insurance Company
Finland
$620K – – –
CIP
1959
Capital Insight Partners
Arizona
$617K -$24.1K -225 -4%
GTAM
1960
Global Trust Asset Management
Florida
$616K +$616K +5,765 New
CVM
1961
Cheviot Value Management
California
$615K +$54.8K +513 +10%
PAG
1962
Pinnacle Advisory Group
Maryland
$612K +$214K +1,999 +54%
LCM
1963
Laurion Capital Management
New York
$610K -$3.08M -28,741 -83%
MCM
1964
MV Capital Management
Maryland
$610K +$145K +1,354 +31%
AAM
1965
Ascension Asset Management
New York
$604K +$604K +5,648 New
MCIA
1966
Mountain Capital Investment Advisors
Colorado
$603K -$1.71K -16 -0.3%
BB
1967
Bell Bank
North Dakota
$602K -$9.83K -92 -2%
MWP
1968
Moller Wealth Partners
$599K – – –
SE
1969
Summit Equities
New Jersey
$598K – – –
FWM
1970
Focused Wealth Management
New York
$595K -$54.8K -512 -8%
BHA
1971
Beech Hill Advisors
New York
$595K – – –
HA
1972
Hamel Associates
New Jersey
$594K -$82.9K -775 -12%
CCP
1973
Clarkston Capital Partners
Michigan
$594K -$26.7K -250 -4%
WAG
1974
Winthrop Advisory Group
Massachusetts
$594K +$594K +5,394 New
MAM
1975
Morse Asset Management
Connecticut
$582K +$107K +1,000 +22%
77 78
79
80 81