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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
$18B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$367M
4
AAMU
Amundi Asset Management US
Massachusetts
$919M
5
Wells Fargo
Wells Fargo
California
$3.12B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.54B
2
Harris Associates
Harris Associates
Illinois
$377M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
Credit Agricole
France
$23.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
LCP
2126
Legacy Capital Partners
Wisconsin
$377K – – –
BJ
2127
Brouwer & Janachowski
California
$375K -$46.4K -434 -11%
PCP
2128
Proficio Capital Partners
Massachusetts
$375K +$5.46K +51 +1%
WCM
2129
Weatherstone Capital Management
Colorado
$373K +$22.7K +212 +6%
SBA
2130
Secrest Blakey & Associates
North Carolina
$373K +$373K +3,487 New
SIAS
2131
Shine Investment Advisory Services
Colorado
$372K +$13.4K +125 +4%
PAG
2132
Private Advisory Group
Washington
$371K +$371K +3,469 New
SFS
2133
Summit Financial Strategies
Ohio
$370K -$3.21K -30 -0.9%
QCMC
2134
Quantum Capital Management (California)
California
$370K +$6.3K +59 +2%
TCM
2135
Towercrest Capital Management
Pennsylvania
$369K – – –
ZIG
2136
Zuckerman Investment Group
Illinois
$368K -$16.9K -158 -4%
BII
2137
Bainco International Investors
Massachusetts
$368K +$68.8K +612 +23%
FAN
2138
Financial Advisors Network
California
$367K -$35.4K -331 -9%
HHAM
2139
HITE Hedge Asset Management
Massachusetts
$363K – – –
HWM
2140
Highwater Wealth Management
Colorado
$362K -$20.5K -192 -5%
FA
2141
Forefront Analytics
Pennsylvania
$362K +$362K +3,381 New
BO
2142
Bach Option
Hong Kong
$361K +$361K +3,373 New
WA
2143
WP Advisors
California
$360K -$6.52K -61 -2%
RWA
2144
RGT Wealth Advisors
Texas
$358K -$20.1K -188 -5%
WAAG
2145
Wealth Alliance Advisory Group
Kansas
$354K +$354K +3,311 New
RWMH
2146
Riverpoint Wealth Management Holdings
Illinois
$352K -$10.1K -95 -3%
WI
2147
Wedgewood Investors
Pennsylvania
$349K -$3.53K -33 -1%
MCM
2148
Millie Capital Management
California
$346K – – –
JC
2149
Jentner Corp
Ohio
$346K – – –
NCM
2150
Northstar Capital Management
New York
$345K +$345K +3,229 New
84 85
86
87 88