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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 %
OKSA
2151
O'Keefe Stevens Advisory
New York
$343K – – –
EP
2152
Elkhorn Partners
Nebraska
$342K – – –
MLFP
2153
MPS Loria Financial Planners
Illinois
$342K +$1.18K +11 +0.3%
FSCM
2154
Front Street Capital Management
Montana
$341K – – –
AFA
2155
Arlington Financial Advisors
California
$341K +$341K +2,950 New
BIA
2156
BHK Investment Advisors
Alabama
$341K +$341K +3,186 New
IRC
2157
Investors Research Corp
Georgia
$340K +$340K +3,183 New
AL
2158
Aspiriant LLC
California
$338K -$4.3M -40,171 -93%
HKIM
2159
Hayek Kallen Investment Management
Alabama
$338K -$30.3K -284 -8%
CWM
2160
Cranbrook Wealth Management
Michigan
$337K – – –
AAC
2161
Asset Advisors Corp
Georgia
$335K – – –
AIA
2162
AIMZ Investment Advisors
California
$332K – – –
FI
2163
FormulaFolio Investments
Michigan
$332K +$29.4K +275 +10%
ACP
2164
Aveo Capital Partners
Colorado
$331K +$24.9K +233 +8%
AMG
2165
Asset Management Group
Connecticut
$331K +$28.5K +267 +9%
VIA
2166
Vantage Investment Advisors
Pennsylvania
$331K +$29.3K +274 +10%
AWA
2167
AmeriServ Wealth Advisors
Pennsylvania
$331K +$331K +3,038 New
CP
2168
Camelot Portfolios
Ohio
$330K +$854 +8 +0.3%
SG
2169
Strid Group
Pennsylvania
$330K +$10.7K +100 +3%
I2I
2170
Insight 2811 Inc
Illinois
$327K -$10.5K -98 -3%
WFWM
2171
Wechter Feldman Wealth Management
New Jersey
$327K – – –
CCM
2172
Colorado Capital Management
Colorado
$327K +$21.3K +199 +7%
GAM
2173
Gemmer Asset Management
California
$324K +$427 +4 +0.1%
NG
2174
Northstar Group
New York
$323K -$2.89K -27 -0.9%
IWA
2175
Intercontinental Wealth Advisors
Texas
$323K +$4.28K +40 +1%
85 86
87
88 89