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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 %
MIC
2001
Meridian Investment Counsel
California
$555K -$98.9K -925 -15%
FWP
2002
FAS Wealth Partners
Kansas
$555K +$535 +5 +0.1%
NFG
2003
Nadler Financial Group
Illinois
$553K +$155K +1,452 +39%
FC
2004
Fulcrum Capital
Washington
$551K +$551K +5,156 New
SIM
2005
Sadoff Investment Management
Wisconsin
$550K -$27K -252 -5%
DW
2006
Domani Wealth
Pennsylvania
$548K – – –
TAM
2007
Trillium Asset Management
Massachusetts
$545K -$44.9K -420 -8%
GG
2008
GenWealth Group
New Jersey
$543K +$66.1K +579 +14%
QPWM
2009
Quadrant Private Wealth Management
Pennsylvania
$541K +$541K +5,056 New
MIP
2010
Marietta Investment Partners
Wisconsin
$540K +$272K +2,540 +101%
BWA
2011
Burt Wealth Advisors
Maryland
$539K +$38.2K +357 +8%
ZDA
2012
Zweig-DiMenna Associates
New York
$535K -$705K -6,591 -57%
HCC
2013
Hirtle Callaghan & Co
Pennsylvania
$535K -$35.5K -332 -6%
GP
2014
GLG Partners
United Kingdom
$534K -$478K -4,468 -47%
FC
2015
Financial Consulate
Maryland
$534K – – –
FM
2016
Family Management
New York
$532K +$53.4K +500 +11%
AIM
2017
Allen Investment Management
New York
$530K – – –
SAM
2018
SignalPoint Asset Management
Missouri
$530K +$4.28K +40 +0.8%
WDA
2019
Wendell David Associates
New Hampshire
$529K – – –
SGI
2020
Summit Global Investments
Utah
$527K +$527K +4,925 New
MC
2021
Miles Capital
Iowa
$525K -$37.2K -348 -7%
VNA
2022
Valley National Advisers
Pennsylvania
$523K -$14.7K -137 -3%
LC
2023
Landaas & Company
Wisconsin
$521K +$289K +2,704 +125%
AIP
2024
Almanack Investment Partners
Pennsylvania
$521K +$340K +3,178 +188%
DDC
2025
DF Dent & Co
Maryland
$519K +$61.4K +574 +13%
79 80
81
82 83