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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 %
FHB
2176
First Hawaiian Bank
Hawaii
$323K +$19.8K +185 +7%
POIA
2177
Pin Oak Investment Advisors
Texas
$322K +$322K +3,008 New
DMC
2178
Drexel Morgan & Co
Pennsylvania
$321K – – –
CCA
2179
Catalyst Capital Advisors
New York
$321K – – –
AC
2180
Allstate Corporation
Illinois
$319K -$3.42K -32 -1%
VA
2181
Valmark Advisers
Ohio
$319K +$319K +2,980 New
JSA
2182
Jacobson & Schmitt Advisors
Wisconsin
$318K +$20.7K +194 +7%
HFA
2183
Huber Financial Advisors
Illinois
$316K +$316K +2,954 New
CCA
2184
Conestoga Capital Advisors
Pennsylvania
$315K – – –
AF
2185
Allworth Financial
California
$315K +$85.6K +800 +37%
JGIA
2186
Jackson Grant Investment Advisers
Connecticut
$313K -$40.3K -377 -11%
GWS
2187
Glassman Wealth Services
Virginia
$313K +$9.21K +86 +3%
TIM
2188
Total Investment Management
Arizona
$312K +$321 +3 +0.1%
UCI
2189
Uncommon Cents Investing
Wisconsin
$310K +$310K +2,900 New
TA
2190
Trellis Advisors
Washington
$309K +$309K +2,894 New
GEM
2191
Global Endowment Management
North Carolina
$308K -$128K -1,200 -29%
LFS
2192
Legacy Financial Strategies
Kansas
$307K +$307K +2,870 New
VCM
2193
Vigilant Capital Management
Maine
$305K +$27.6K +258 +10%
NPPM
2194
North Point Portfolio Managers
Ohio
$302K -$1.07K -10 -0.4%
DBRC
2195
D.B. Root & Company
Pennsylvania
$302K +$302K +2,821 New
SFM
2196
Signet Financial Management
New Jersey
$298K -$224K -2,094 -43%
DLHL
2197
Donald L. Hagan LLC
Florida
$298K – – –
BW
2198
Biegel & Waller
Maryland
$296K – – –
KFA
2199
Kays Financial Advisory
Georgia
$296K +$7.19K +67 +2%
CIAS
2200
Capital Investment Advisory Services
North Carolina
$294K +$8.01K +75 +3%
86 87
88
89 90