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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 %
THWM
2026
Taylor Hoffman Wealth Management
Virginia
$519K +$519K +4,849 New
FIG
2027
FundX Investment Group
California
$515K – – –
FBT
2028
First Bank & Trust
South Dakota
$514K -$18.8K -176 -4%
RIG
2029
Renaissance Investment Group
Massachusetts
$513K -$12.3K -115 -2%
HPWM
2030
Highland Private Wealth Management
Washington
$513K +$15K +140 +3%
KA
2031
Klingman & Associates
New York
$512K -$33.2K -311 -6%
LF
2032
Lee Financial
Texas
$510K -$994K -9,284 -66%
VNA
2033
VNBTrust National Association
Virginia
$510K -$1.82K -17 -0.4%
BRA
2034
Bender Robert & Associates
California
$509K -$24.6K -230 -5%
PFA
2035
Pathway Financial Advisors
Vermont
$509K +$509K +4,764 New
AAP
2036
Arax Advisory Partners
Colorado
$502K +$2.14K +20 +0.4%
XSC
2037
X-Square Capital
Puerto Rico
$500K +$500K +4,679 New
CA
2038
Continuum Advisory
Idaho
$498K +$23.4K +219 +5%
EIA
2039
Edgemoor Investment Advisors
Maryland
$497K -$56.8K -506 -10%
EWM
2040
Empirical Wealth Management
Washington
$497K +$110K +1,031 +28%
TIA
2041
Tandem Investment Advisors
South Carolina
$493K +$185K +1,732 +60%
MWVC
2042
Morgens Waterfall Vintiadis & Co
New York
$489K +$489K +4,575 New
GC
2043
Gratry & Company
Ohio
$485K -$135K -1,266 -22%
APSI
2044
Asset Planning Services Inc
Louisiana
$485K – – –
OIA
2045
OneDigital Investment Advisors
Kansas
$485K +$361K +3,379 +292%
RPAM
2046
Rhenman & Partners Asset Management
Sweden
$483K -$120K -1,123 -20%
FRA
2047
Front Row Advisors
California
$480K +$480K +4,485 New
DA
2048
Doliver Advisors
Texas
$479K -$154K -1,445 -24%
CI
2049
Cambiar Investors
Colorado
$475K -$13.8K -129 -3%
CF
2050
Copperwynd Financial
Arizona
$475K +$475K +4,443 New
80 81
82
83 84