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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 %
NPC
2451
National Planning Corporation
California
– -$3.06M -32,082 Closed
MWA
2452
Marshall Wace Asia
Hong Kong
– -$2.52M -26,219 Closed
QCI
2453
Quaker Capital Investments
Pennsylvania
– -$2.45M -25,631 Closed
NIMI
2454
Natixis Investment Managers International
France
– -$2.32M -24,332 Closed
6CM
2455
683 Capital Management
New York
– -$1.91M -20,000 Closed
VIA
2456
Vantis Investment Advisers
Florida
– -$1.91M -20,000 Closed
CWP
2457
Capital Wealth Planning
Florida
– -$1.43M -14,990 Closed
RCA
2458
Rex Capital Advisors
Rhode Island
– -$1.1M -11,520 Closed
GCA
2459
Gideon Capital Advisors
New York
– -$1.04M -10,914 Closed
HHC
2460
Hutchin Hill Capital
New York
– -$840K -8,800 Closed
PCMC
2461
Paragon Capital Management (Colorado)
Colorado
– -$733K -7,674 Closed
FP
2462
FDO Partners
Massachusetts
– -$723K -7,574 Closed
WI
2463
Wafra Inc
New York
– -$700K -7,326 Closed
FAM
2464
Fortaleza Asset Management
Illinois
– -$605K -6,330 Closed
ID
2465
Integral Derivatives
New York
– -$544K -5,699 Closed
GCP
2466
GSA Capital Partners
United Kingdom
– -$502K -5,253 Closed
SEC
2467
Seven Eight Capital
New York
– -$497K -5,200 Closed
FAM
2468
Formidable Asset Management
Ohio
– -$461K -4,827 Closed
JCP
2469
Jabre Capital Partners
Switzerland
– -$408K -4,275 Closed
EF
2470
Empirical Finance
Pennsylvania
– -$361K -3,774 Closed
SL
2471
Summitry LLC
California
– -$334K -3,496 Closed
WI
2472
WBI Investments
New Jersey
– -$316K -3,311 Closed
NIT
2473
NumerixS Investment Technologies
British Columbia, Canada
– -$315K -3,300 Closed
CWA
2474
Cypress Wealth Advisors
California
– -$303K -3,171 Closed
TBA
2475
Train Babcock Advisors
New York
– -$297K -3,115 Closed
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