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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 %
MCM
1976
Mitchell Capital Management
Kansas
$580K +$268K +2,512 +86%
PAM
1977
PVG Asset Management
Colorado
$579K -$695K -6,500 -55%
LI
1978
LVZ Inc
Michigan
$578K +$47.5K +444 +9%
RFA
1979
Reilly Financial Advisors
California
$577K +$1.92K +18 +0.3%
OLA
1980
Oliver Luxxe Assets
New Jersey
$576K -$240K -2,245 -29%
SAM
1981
Seelaus Asset Management
New Jersey
$576K +$576K +5,390 New
ACM
1982
Alethea Capital Management
Washington
$572K – – –
REMPR
1983
Roof Eidam Maycock Peralta (REMP)
California
$572K – – –
PAA
1984
Peregrine Asset Advisers
Oregon
$568K +$10.7K +100 +2%
ODCM
1985
Old Dominion Capital Management
Virginia
$568K +$28.8K +269 +5%
CCMW
1986
Cypress Capital Management (Wyoming)
Wyoming
$562K -$37.4K -350 -6%
MWM
1987
Merriman Wealth Management
Washington
$562K +$168K +1,570 +43%
FCFS
1988
First Command Financial Services
Texas
$561K – – –
MC
1989
Marcus Capital
Illinois
$561K – – –
FCB
1990
First Command Bank
Texas
$561K – – –
LIA
1991
LBMC Investment Advisors
Tennessee
$561K +$157K +1,472 +39%
KFA
1992
Kelleher Financial Advisors
New York
$560K -$53.5K -500 -9%
MSAM
1993
Moloney Securities Asset Management
Missouri
$560K -$18K -168 -3%
OAM
1994
Oberweis Asset Management
Illinois
$560K +$321 +3 +0.1%
WIA
1995
Westbourne Investment Advisors
Maryland
$559K -$8.02K -75 -1%
CCA
1996
Clearwater Capital Advisors
Illinois
$558K -$19.8K -185 -3%
HWA
1997
Heritage Wealth Advisors
Virginia
$558K -$4.49K -42 -0.8%
CCM
1998
Consolidated Capital Management
California
$558K – – –
WCBA
1999
Weaver C. Barksdale & Associates
Tennessee
$558K +$115K +1,075 +26%
CC
2000
Cedar Capital
Illinois
$556K +$123K +1,147 +28%
78 79
80
81 82