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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 %
SRCM
2251
Swift Run Capital Management
Virginia
$248K -$13.3K -124 -5%
CC
2252
Capital Counsel
New York
$248K +$248K +2,321 New
WI
2253
WrapManager Inc
California
$247K +$2.57K +24 +1%
BFM
2254
Boothbay Fund Management
New York
$246K -$111K -1,036 -31%
VIMU
2255
Veritas Investment Management (UK)
United Kingdom
$246K – – –
SAM
2256
Summit Asset Management
Tennessee
$246K +$2.67K +25 +1%
EIG
2257
Ellenbecker Investment Group
Wisconsin
$244K +$244K +2,278 New
SIG
2258
Sky Investment Group
Connecticut
$243K -$5.46K -51 -2%
FGP
2259
Foyston, Gordon, & Payne
Ontario, Canada
$242K – – –
JC
2260
Jacobs & Co
California
$241K – – –
NA
2261
Nottingham Advisors
New York
$241K +$241K +2,255 New
MCM
2262
McRae Capital Management
New Jersey
$240K +$240K +2,245 New
CAM
2263
Cidel Asset Management
Ontario, Canada
$239K – – –
PLFAM
2264
Pineno Levin & Ford Asset Management
Virginia
$238K – – –
IWA
2265
Inspirion Wealth Advisors
Illinois
$238K – – –
TFO
2266
Tarbox Family Office
California
$238K +$67.8K +634 +40%
CMBA
2267
C.M. Bidwell & Associates
Hawaii
$236K +$232K +2,170 +6,200%
HS
2268
Huntington Steele
Pennsylvania
$235K – – –
RPG
2269
Risk Paradigm Group
Texas
$233K +$154K +1,440 +196%
VCP
2270
Vista Capital Partners
Oregon
$230K -$42.4K -397 -16%
VCM
2271
Virtue Capital Management
Tennessee
$230K +$230K +2,151 New
SAA
2272
Southeast Asset Advisors
Georgia
$228K – – –
CHA
2273
Cooper/Haims Advisors
New York
$228K +$228K +2,134 New
CWM
2274
CMH Wealth Management
New Hampshire
$227K – – –
HCP
2275
Holt Capital Partners
Texas
$227K – – –
89 90
91
92 93