JPMorgan Chase
JPM
2,426 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, 864 increasing their positions, 1,010 reducing their positions, and 63 closing their positions.
389% more first-time investments, than exits
New positions opened: 308 | Existing positions closed: 63
15% more funds holding in top 10
Funds holding in top 10: 576 → 662 (+86)
11% more capital invested
Capital invested by funds: $248B → $274B (+$26.1B)
10% more funds holding
Funds holding: 2,203 → 2,426 (+223)
0.14% more ownership
Funds ownership: 73.84% → 73.97% (+0.14%)
14% less repeat investments, than reductions
Existing positions increased: 864 | Existing positions reduced: 1,010
35% less call options, than puts
Call options by funds: $3.31B | Put options by funds: $5.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$308M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$298M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$280M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$271M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$250M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$765M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$757M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$394M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$279M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$246M |
JPM Hedge Fund Activity: Q4 2017 in Review
2,426 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2017, worth a combined $274B — up 11% from $248B a quarter earlier.
Buyers outnumbered sellers: 308 funds opened new JPM positions and 63 closed out — a net gain of 245 holders — while 864 added to existing stakes and 1,010 trimmed.
The largest buyer was State Street, adding an estimated $308M. The largest seller was Bank of America, cutting an estimated $765M.
- 2,426 institutional investors held JPMorgan Chase (JPM) as of Q4 2017, up from 2,203 in Q3 2017.
- Funds reported $274B of JPMorgan Chase stock for Q4 2017, up 11% quarter-over-quarter.
- 308 funds opened new JPMorgan Chase positions in Q4 2017 and 63 closed out, a net change of +245 holders.
- The largest JPMorgan Chase buyer in Q4 2017 was State Street, an estimated $308M added.
- The largest JPMorgan Chase seller in Q4 2017 was Bank of America, an estimated $765M sold.
Based on aggregated 13F filings for Q4 2017.