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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 %
OAM
2301
Occidental Asset Management
California
$212K +$212K +1,986 New
CCM
2302
Chickasaw Capital Management
Tennessee
$211K +$211K +1,975 New
BCB
2303
Brian C. Broderick
$209K +$209K +1,948 New
SC
2304
SRB Corp
Massachusetts
$208K – – –
MPM
2305
Meritage Portfolio Management
Kansas
$207K -$29.2K -273 -12%
CAL
2306
Capital Advisors Ltd
Ohio
$207K – – –
HCM
2307
Harvest Capital Management
New Hampshire
$207K +$207K +1,932 New
LWM
2308
Lenox Wealth Management
Ohio
$206K -$13.8K -129 -6%
NIC
2309
Northwest Investment Counselors
Oregon
$206K -$6.11K -57 -3%
TCM
2310
Tanaka Capital Management
New York
$205K -$8.12K -76 -4%
CAM
2311
Crestone Asset Management
Colorado
$205K +$205K +1,916 New
DPI
2312
Diversified Portfolios Inc
Michigan
$205K +$205K +1,919 New
CF
2313
Corrigan Financial
Rhode Island
$205K +$205K +1,913 New
FWSM
2314
First Wilshire Securities Management
California
$203K +$203K +1,895 New
LRIA
2315
Leonard Rickey Investment Advisors
Washington
$203K +$203K +1,900 New
BST
2316
Bath Savings Trust
Maine
$202K -$107K -1,000 -35%
KTA
2317
Keeley-Teton Advisors
Illinois
$202K +$202K +1,893 New
AAM
2318
Azzad Asset Management
Virginia
$202K +$202K +1,886 New
KJWM
2319
Kiley Juergens Wealth Management
Washington
$191K +$191K +1,792 New
BC
2320
Barnett & Company
Tennessee
$189K – – –
MWM
2321
MinichMacGregor Wealth Management
New York
$185K +$3.42K +32 +2%
NC
2322
NewSquare Capital
Pennsylvania
$185K +$74.7K +697 +68%
LWA
2323
Lenox Wealth Advisors
New York
$185K +$184K +1,723 +15,664%
HCM
2324
Horrell Capital Management
Arkansas
$176K – – –
AIS
2325
Accurate Investment Solutions
Pennsylvania
$174K -$41.9K -390 -19%
91 92
93
94 95