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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 %
WCMN
2401
Westchester Capital Management (Nebraska)
Nebraska
$12K – – –
WCM
2402
Wealthcare Capital Management
Virginia
$12K – – –
TVWM
2403
Tower View Wealth Management
Wisconsin
$11K +$11K +100 New
RCC
2404
Red Cedar Capital
Nebraska
$11K +$11K +100 New
PS
2405
Portfolio Solutions
Michigan
$11K +$11K +103 New
RIM
2406
Ranger Investment Management
Texas
$10K – – –
FMA
2407
FNY Managed Accounts
New York
$9K -$32.4K -313 -78%
LWA
2408
Lowe Wealth Advisors
Maryland
$9K -$27.4K -250 -75%
FA
2409
Fagan Associates
New York
$7.02K +$54 +507 +0.8%
ED
2410
Exane Derivatives
France
$6.43K -$14.7K -137 -70%
NIM
2411
NuWave Investment Management
New Jersey
$6K +$6K +54 New
BCMIO
2412
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
NMC
2413
Nine Masts Capital
Hong Kong
$4K -$947K -8,520 -100%
OPWM
2414
Oak Point Wealth Management
Michigan
$4K +$4K +44 New
BHB
2415
Bank Hapoalim BM
Israel
$3.67K -$33 -311 -0.9%
SFPIA
2416
Stevens First Principles Investment Advisors
California
$3K +$3K +24 New
PCG
2417
Private Capital Group
Connecticut
$1.88K +$1.88K +1,333 New
DAM
2418
Diamant Asset Management
Connecticut
$796 +$796 +7,441 New
AWE
2419
Avidian Wealth Enterprises
Texas
$742 -$3 -30 -0.4%
AMCA
2420
Arthur M. Cohen & Associates
Illinois
$724 +$724 +7,420 New
LGWM
2421
Litman Gregory Wealth Management
California
$96 – – –
ECU
2422
Egerton Capital (UK)
United Kingdom
– -$232M -2,424,646 Closed
NFA
2423
Nationwide Fund Advisors
Ohio
– -$230M -2,408,076 Closed
RJFSA
2424
Raymond James Financial Services Advisors
Florida
– -$152M -1,593,864 Closed
Renaissance Technologies
2425
Renaissance Technologies
New York
– -$135M -1,418,338 Closed
95 96
97
98 99