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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 %
ACM
2226
Alta Capital Management
Utah
$272K -$13.9K -130 -5%
TCM
2227
Tradewinds Capital Management
Washington
$271K +$107 +1 +0%
LIM
2228
Lathrop Investment Management
Arkansas
$271K +$36K +337 +15%
EP
2229
Edgestream Partners
New Jersey
$269K -$215K -2,009 -44%
ECA
2230
Endeavour Capital Advisors
Connecticut
$268K – – –
MWM
2231
Mascoma Wealth Management
New Hampshire
$267K -$11.1K -97 -4%
ROC
2232
River Oaks Capital
Minnesota
$267K – – –
PWPS
2233
Pinnacle Wealth Planning Services
Ohio
$267K +$267K +2,497 New
HCA
2234
Heck Capital Advisors
Wisconsin
$267K +$1.28K +12 +0.5%
WIM
2235
Westside Investment Management
California
$265K +$12.7K +117 +5%
VAM
2236
Visionary Asset Management
Texas
$263K -$15.1K -141 -5%
IP
2237
Isthmus Partners
Wisconsin
$263K – – –
SSA
2238
South Street Advisors
New York
$263K – – –
MSS
2239
Mitchell Sinkler & Starr
Pennsylvania
$261K – – –
TFA
2240
Toth Financial Advisory
Virginia
$259K +$35K +327 +16%
FTI
2241
Fiduciary Trust International
Massachusetts
$259K +$259K +2,421 New
XS
2242
XML Securities
Maryland
$259K +$259K +2,422 New
I
2243
INVST
Indiana
$259K +$259K +2,425 New
CAC
2244
Certified Advisory Corp
Florida
$259K +$259K +2,436 New
WCM
2245
Wallace Capital Management
Texas
$258K – – –
HC
2246
Hamilton Capital
Ohio
$257K +$257K +2,401 New
BRF
2247
B. Riley Financial
California
$256K +$4.5K +42 +2%
FMP
2248
Financial Management Professionals
Texas
$255K -$20.3K -191 -7%
TIP
2249
Torray Investment Partners
Maryland
$255K +$11.7K +109 +5%
CFN
2250
Cordasco Financial Network
Florida
$249K – – –
88 89
90
91 92