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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 %
OAJ
2376
Ogorek Anthony Joseph
New York
$56K – – –
BCP
2377
Blackhawk Capital Partners
Wisconsin
$56K +$56K +525 New
SAM
2378
Solaris Asset Management
New York
$53K -$45.1K -425 -46%
RWG
2379
Regal Wealth Group
California
$50K +$108 +1 +0.2%
CIM
2380
Contravisory Investment Management
Massachusetts
$49K -$5.82K -54 -11%
SHJ
2381
Sharkey, Howes & Javer
Colorado
$49K – – –
BWL
2382
Bogart Wealth LLC
Virginia
$48K – – –
AWM
2383
Avondale Wealth Management
Texas
$46K +$46K +428 New
AWMS
2384
Advocacy Wealth Management Services
Georgia
$45K – – –
DSN
2385
D. Scott Neal
Kentucky
$36K – – –
WAM
2386
Watermark Asset Management
California
$36K – – –
RBC
2387
Roble Belko & Company
Pennsylvania
$33K -$3.47K -32 -10%
HWM
2388
Holloway Wealth Management
Florida
$29K -$18K – –
CTA
2389
Carillon Tower Advisers
Florida
$27K +$27K +252,223 New
TDC
2390
Thompson Davis & Co
Virginia
$26K -$667K -6,154 -96%
MFT
2391
Moisand Fitzgerald Tamayo
Florida
$26K – – –
RFWA
2392
RPg Family Wealth Advisory
Massachusetts
$25.7K +$25.7K +240 New
AIL
2393
AGF Investments LLC
Ontario, Canada
$25K +$6.86K +65 +38%
SIS
2394
Sound Income Strategies
Florida
$25K +$25K +223 New
FFG
2395
Ford Financial Group
California
$25K +$25K +234 New
HWP
2396
Hefty Wealth Partners
Indiana
$24K – – –
NIA
2397
Northstar Investment Advisors
Colorado
$15K -$117 -74 -0.8%
IF
2398
Ironwood Financial
Arizona
$14K -$21.9K -210 -61%
BCM
2399
Brasada Capital Management
Texas
$13K +$13K +119 New
TJHA
2400
Thomas J. Herzfeld Advisors
Florida
$12K -$77.9K -714 -87%
94 95
96
97 98