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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
1
State Street
Massachusetts
$18B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.39B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$367M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$919M
5
Wells Fargo
5
Wells Fargo
California
$3.12B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.54B
2
Harris Associates
2
Harris Associates
Illinois
$377M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$328M
4
Credit Agricole
4
Credit Agricole
France
$23.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
201
Gulf International Bank (UK)
United Kingdom
$119M -$1.45M -13,570 -1%
ZIM
202
Zacks Investment Management
Illinois
$118M +$1.54M +14,378 +1%
CB
203
Cooke & Bieler
Pennsylvania
$118M -$3.31M -30,997 -3%
Nuveen Asset Management
204
Nuveen Asset Management
Illinois
$117M -$5.22M -48,825 -4%
HighTower Advisors
205
HighTower Advisors
Illinois
$117M -$5.86M -54,873 -5%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$117M -$4.11M -38,443 -3%
MIM
207
MetLife Investment Management
New Jersey
$115M +$115M +1,073,562 New
JWBC
208
John W. Bristol & Co
New York
$115M -$5.27M -49,282 -4%
Robeco Institutional Asset Management
209
Robeco Institutional Asset Management
Netherlands
$114M +$33.5M +313,346 +42%
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$114M +$1.54M +14,418 +1%
OPERF
211
Oregon Public Employees Retirement Fund
Oregon
$113M -$2.31M -21,571 -2%
Two Sigma Advisers
212
Two Sigma Advisers
New York
$112M -$22.5M -210,349 -17%
FI
213
Focused Investors
California
$110M -$1.53M -14,300 -1%
SWITC
214
Stewart West Indies Trading Company
Colorado
$110M – – –
Los Angeles Capital Management
215
Los Angeles Capital Management
California
$107M -$9.1M -85,102 -8%
CWM
216
CIBC World Markets
New York
$106M +$24.5M +228,814 +30%
SB
217
Suntrust Banks
Georgia
$106M -$3.51M -32,841 -3%
FAF
218
Fjarde Ap-fonden
Sweden
$106M +$15.9M +148,841 +18%
Loomis, Sayles & Company
219
Loomis, Sayles & Company
Massachusetts
$105M -$40.8M -381,473 -28%
OTPPB
220
Ontario Teachers' Pension Plan Board
Ontario, Canada
$105M +$3.83M +35,848 +4%
PI
221
PineBridge Investments
New York
$104M -$35.1M -328,081 -25%
Lazard Asset Management
222
Lazard Asset Management
New York
$104M -$1.23M -11,527 -1%
ASRS
223
Arizona State Retirement System
Arizona
$103M +$2.2M +20,543 +2%
KSCM
224
Key Square Capital Management
Connecticut
$103M -$30.5M -285,447 -23%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$102M +$4.03M +37,711 +4%
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