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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 %
ACP
2201
Arcus Capital Partners
Georgia
$294K +$36.5K +341 +14%
PEA
2202
Pacific Edge Advisors
California
$294K +$294K +2,748 New
MMHP
2203
Murphy Middleton Hinkle & Parker
Georgia
$293K +$293K +2,739 New
CIA
2204
Cascade Investment Advisors
Oregon
$292K +$2.57K +24 +0.9%
RT
2205
Reliance Trust
Georgia
$292K -$10.8K -101 -4%
BL
2206
Balentine LLC
Georgia
$292K +$16.2K +151 +6%
RC
2207
Reik & Co
New York
$291K – – –
SEIA
2208
Signature Estate & Investment Advisors
California
$291K +$96.4K +902 +50%
FNBOH
2209
First National Bank of Hutchinson
Kansas
$290K +$4.17K +39 +1%
PCTC
2210
Perkins Coie Trust Company
Washington
$289K -$29.9K -280 -9%
HTHT
2211
Hemenway Trust Hemenway Trust
New Hampshire
$288K +$288K +2,696 New
TSS
2212
Thomas Story & Son
Indiana
$287K – – –
WA
2213
Winfield Associates
Ohio
$287K – – –
MHIC
2214
Marble Harbor Investment Counsel
Massachusetts
$283K – – –
FBFS
2215
First Business Financial Services
Wisconsin
$282K +$5.36K +50 +2%
CG
2216
Corundum Group
Colorado
$281K +$750 +7 +0.3%
SM
2217
Sciencast Management
New Jersey
$280K +$280K +2,470 New
EIA
2218
Eldridge Investment Advisors
New Hampshire
$279K +$279K +2,600 New
HS
2219
HighVista Strategies
Massachusetts
$278K -$64.2K -600 -19%
ACG
2220
Allen Capital Group
Nebraska
$278K +$278K +2,597 New
GCC
2221
Game Creek Capital
Massachusetts
$278K +$278K +2,600 New
AOWM
2222
Alpha Omega Wealth Management
Virginia
$277K +$7.82K +73 +3%
SCA
2223
Strategic Capital Advisers
Colorado
$277K +$277K +2,587 New
PJSIMP
2224
P.J. Schmidt Investment Management (PJS)
Wisconsin
$276K – – –
NFA
2225
Nuveen Fund Advisors
Illinois
$274K -$810K -7,562 -75%
87 88
89
90 91