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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 %
ATFA
2276
All Terrain Financial Advisors
Minnesota
$226K +$226K +2,118 New
VCWA
2277
Vanguard Capital Wealth Advisors
Colorado
$225K +$225K +2,100 New
MAA
2278
Mraz Amerine & Associates
California
$224K – – –
VCM
2279
Vivaldi Capital Management
Illinois
$224K +$224K +2,091 New
BIG
2280
Bellwether Investment Group
Tennessee
$223K +$223K +2,088 New
LA
2281
LexAurum Advisors
Kansas
$222K +$222K +1,970 New
RHJA
2282
Rice Hall James & Associates
California
$220K – – –
SNBOSCI
2283
Security National Bank of Sioux City Iowa
Iowa
$220K +$220K +2,053 New
LCM
2284
Lucas Capital Management
New Jersey
$218K -$10.7K -100 -5%
KIM
2285
Karpus Investment Management
New York
$218K +$218K +2,042 New
BHTS
2286
Bar Harbor Trust Services
Maine
$217K -$21.4K -200 -9%
GA
2287
Gateway Advisory
New Jersey
$217K +$217K +2,026 New
MUS
2288
Mitsubishi UFJ Securities
Japan
$216K – – –
TCCM
2289
Timber Creek Capital Management
Massachusetts
$215K – – –
NAMP
2290
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$215K +$215K +2,007 New
ME
2291
McIlrath & Eck
Washington
$215K +$215K +2,014 New
ARMC
2292
American Research & Management Company
Massachusetts
$214K +$18.3K +171 +9%
PCM
2293
Princeton Capital Management
New Jersey
$214K +$214K +1,999 New
GAM
2294
Garrison Asset Management
Arkansas
$214K +$214K +1,999 New
GRQ
2295
Gardner Russo & Quinn
Pennsylvania
$214K +$214K +2,000 New
HC
2296
Hourglass Capital
Texas
$214K +$214K +2,000 New
GKWIM
2297
Gerber Kawasaki Wealth & Investment Management
California
$213K +$213K +1,995 New
HCM
2298
Harvey Capital Management
Florida
$213K +$213K +2,000 New
FEG
2299
Financial Enhancement Group
Indiana
$212K +$212K +1,981 New
BFIC
2300
Bedell Frazier Investment Counselling
California
$212K +$212K +1,985 New
90 91
92
93 94