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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 %
SP
2051
Successful Portfolios
Florida
$475K +$475K +4,445 New
MWM
2052
Modera Wealth Management
New Jersey
$472K +$88.6K +829 +23%
SICM
2053
Sustainable Insight Capital Management
New York
$471K +$118K +1,100 +33%
Twin Tree Management
2054
Twin Tree Management
Texas
$470K +$470K +4,393 New
DIP
2055
DT Investment Partners
Pennsylvania
$469K +$94.8K +886 +25%
CCM
2056
Cribstone Capital Management
Maine
$464K +$19.7K +184 +4%
RSVP
2057
Ramsay Stattman Vela & Price
Colorado
$461K +$12.3K +115 +3%
SIM
2058
Sterling Investment Management
Arizona
$458K +$458K +4,283 New
WWM
2059
Wagner Wealth Management
South Carolina
$454K +$454K +4,099 New
BGC
2060
Blue Granite Capital
South Carolina
$452K -$2.38M -22,340 -84%
EBSAM
2061
Eubel Brady & Suttman Asset Management
Ohio
$451K – – –
TCOO
2062
Trust Company of Oklahoma
Oklahoma
$450K +$119K +1,109 +36%
SPI
2063
Santori & Peters Inc
Pennsylvania
$446K +$446K +4,057 New
JIP
2064
Jaffetilchin Investment Partners
Florida
$444K -$1M -9,381 -69%
CAM
2065
Claret Asset Management
Quebec, Canada
$443K +$443K +4,146 New
TG
2066
TLP Group
Illinois
$441K -$139K -1,299 -24%
MA
2067
Marshwinds Advisory
Georgia
$441K +$535 +5 +0.1%
HPC
2068
Hobart Private Capital
North Carolina
$440K +$440K +4,116 New
DWM
2069
Dakota Wealth Management
Florida
$440K +$440K +4,116 New
IT
2070
Independence Trust
Tennessee
$439K – – –
RIS
2071
Retirement Income Solutions
Michigan
$438K +$438K +4,096 New
NA
2072
Navellier & Associates
Nevada
$437K -$724K -6,776 -62%
MKC
2073
M. Kraus & Co
Vermont
$437K – – –
EA
2074
Elm Advisors
California
$436K -$6.42K -60 -1%
NEPPG
2075
New England Professional Planning Group
Rhode Island
$436K +$436K +4,003 New
81 82
83
84 85