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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 %
CCM
2076
Carlson Capital Management
Minnesota
$435K – – –
BFG
2077
Bouchey Financial Group
New York
$435K +$435K +4,072 New
IIA
2078
IPG Investment Advisors
California
$434K -$289K -2,700 -40%
WA1
2079
Wimmer Associates 1
California
$434K -$42.8K -400 -9%
BI
2080
Ballast Inc
Kentucky
$434K +$434K +4,060 New
DCM
2081
Driehaus Capital Management
Illinois
$433K – – –
GAMC
2082
Garner Asset Management Corp
Texas
$433K +$214 +2 +0%
BCP
2083
Berkeley Capital Partners
Georgia
$432K -$50.7K -474 -11%
RG
2084
Rikoon Group
New Mexico
$431K -$142K -1,329 -25%
CA
2085
Crewe Advisors
Utah
$431K +$431K +4,029 New
MIH
2086
Meitav Investment House
Israel
$430K +$430K +4,000 New
QAM
2087
Quantres Asset Management
Cayman Islands
$428K +$428K +4,000 New
TFF
2088
The Family Firm
Maryland
$426K -$30K -281 -7%
VSWA
2089
Vontobel Swiss Wealth Advisors
Switzerland
$425K +$58.2K +545 +16%
FAM
2090
Flaharty Asset Management
Florida
$423K +$423K +3,898 New
PV
2091
Private Vista
Illinois
$421K +$641 +6 +0.2%
CC
2092
Cornerstone Capital
California
$420K -$24.5K -229 -6%
WA
2093
WESPAC Advisors
California
$417K -$368K -3,446 -47%
SWK
2094
Stephen W. Kidder
$416K -$10.7K -100 -3%
DE
2095
Day & Ennis
Georgia
$416K +$78.7K +735 +23%
SMM
2096
Stadion Money Management
Georgia
$413K -$203K -1,896 -33%
WA
2097
WealthTrust Axiom
Pennsylvania
$413K -$100K -936 -19%
BCM
2098
Baltimore Capital Management
Maryland
$413K -$21.4K -200 -5%
ACM
2099
AUA Capital Management
Pennsylvania
$411K – – –
HPIA
2100
Hamilton Point Investment Advisors
North Carolina
$406K – – –
82 83
84
85 86