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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 %
LA
2326
Legacy Advisors
Pennsylvania
$169K -$7.02K -66 -4%
MSFP
2327
Mark Sheptoff Financial Planning
Connecticut
$163K – – –
BC
2328
Blueport Capital
Texas
$161K -$227K -2,120 -58%
CLM
2329
ClearBridge LLC (Maryland)
Maryland
$161K -$30.1K -281 -16%
CT
2330
Clearstead Trust
Maine
$159K – – –
FG
2331
FSI Group
Ohio
$159K +$159K +1,489 New
PFO
2332
Pathstone Family Office
New Jersey
$156K +$3.1K +29 +2%
AWM
2333
Aevitas Wealth Management
Massachusetts
$146K +$146K +1,366 New
HFM
2334
Harvest Fund Management
China
$140K – – –
PCFFS
2335
Pacific Center for Financial Services
California
$139K -$10.7K -100 -7%
PCC
2336
Park Circle Company
Maryland
$139K – – –
CFD
2337
Creative Financial Designs
Indiana
$133K -$189K -1,766 -59%
SCA
2338
Stuart Chaussee & Associates
California
$124K +$4.51K +42 +4%
PW
2339
Price Wealth
Texas
$124K +$124K +1,160 New
WI
2340
Welch Investments
Alabama
$122K +$6K +56 +5%
TCM
2341
TD Capital Management
Tennessee
$120K – – –
C
2342
Cerebellum
California
$119K +$119K +1,117 New
QI
2343
QV Investors
Alberta, Canada
$116K +$9.62K +90 +9%
NCM
2344
New Capital Management
Texas
$115K +$536 +5 +0.5%
KBFS
2345
Kohmann Bosshard Financial Services
Ohio
$114K – – –
OHS
2346
Odey Holdings (Switzerland)
Switzerland
$112K – – –
KTM
2347
Keeler Thomas Management
Utah
$112K +$112K +1,050 New
CC
2348
Claybrook Capital
Massachusetts
$107K +$107K +1,000 New
MIC
2349
MU Investments Company
Japan
$106K -$48.7K -450 -31%
AA
2350
AlphaMark Advisors
Kentucky
$106K -$536 -5 -0.5%
92 93
94
95 96