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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 %
CWSR
2101
Chessman Wealth Strategies RIA
Texas
$404K +$404K +3,777 New
BIA
2102
Bigelow Investment Advisors
Maine
$404K +$404K +3,778 New
DSAM
2103
Dock Street Asset Management
Florida
$403K +$93.2K +871 +30%
MFW
2104
Mosaic Family Wealth
Missouri
$401K -$75.3K -704 -16%
PHAM
2105
Palisades Hudson Asset Management
Florida
$401K -$69.8K -653 -15%
GC
2106
Gilbert & Cook
Iowa
$401K -$10.5K -98 -3%
HF
2107
HRT Financial
New York
$401K – – –
ST
2108
Sabal Trust
Florida
$399K -$36.2K -339 -8%
LRIC
2109
Long Road Investment Counsel
Michigan
$399K – – –
ACA
2110
Ackerman Capital Advisors
Texas
$399K +$399K +4,176 New
AIS
2111
American Investment Services
Massachusetts
$398K – – –
FCMC
2112
Founders Capital Management (Connecticut)
Connecticut
$398K +$8.57K +80 +2%
FCIM
2113
Fairview Capital Investment Management
California
$396K – – –
ACPU
2114
Arrowgrass Capital Partners (US)
Delaware
$394K -$70.2M -655,484 -99%
CHP
2115
Cable Hill Partners
Oregon
$391K -$74.1K -679 -16%
ICM
2116
IMS Capital Management
Oregon
$390K +$2.46K +23 +0.6%
CRIG
2117
Charter Research & Investment Group
Connecticut
$390K +$390K +3,646 New
FHC
2118
First Heartland Consultants
Missouri
$389K -$279K -2,606 -42%
AC
2119
Avestar Capital
New York
$389K +$389K +3,839 New
IHL
2120
Investment House LLC
California
$387K – – –
WRM
2121
Weybosset Research & Management
Rhode Island
$384K – – –
KP
2122
Keel Point
Alabama
$383K -$10.6K -99 -3%
UWPG
2123
Ullmann Wealth Partners Group
Florida
$382K -$113K -1,042 -23%
SNBOSD
2124
Security National Bank of So Dak
Iowa
$381K -$5.99K -56 -2%
CPA
2125
Clear Perspective Advisors
Illinois
$378K +$10.7K +100 +3%
83 84
85
86 87