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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.9B +$2.26M +21,102 +0%
BlackRock
2
BlackRock
New York
$24.2B -$236M -2,208,761 -1%
State Street
3
State Street
Massachusetts
$18B +$325M +3,040,671 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$9.75B -$206M -1,929,738 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$7.95B -$223M -2,087,776 -3%
Capital World Investors
6
Capital World Investors
California
$7.3B -$193M -1,801,214 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.07B -$259M -2,425,539 -4%
Bank of America
8
Bank of America
North Carolina
$5.54B -$808M -7,553,200 -13%
Northern Trust
9
Northern Trust
Illinois
$5.2B -$167M -1,561,661 -3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$4.87B -$85.3M -798,103 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.12B +$56.8M +530,709 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.96B +$94.2M +883,150 +2%
Ameriprise
13
Ameriprise
Minnesota
$3.96B +$76.8M +717,908 +2%
Morgan Stanley
14
Morgan Stanley
New York
$3.76B +$102M +952,370 +3%
Capital Research Global Investors
15
Capital Research Global Investors
California
$3.4B +$19.3M +180,658 +0.6%
Norges Bank
16
Norges Bank
Norway
$3.38B -$70.1M -655,074 -2%
Wells Fargo
17
Wells Fargo
California
$3.12B +$264M +2,473,317 +9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$3B -$72.9M -681,905 -2%
Franklin Resources
19
Franklin Resources
California
$2.9B -$33M -308,790 -1%
Dodge & Cox
20
Dodge & Cox
California
$2.75B -$12M -112,078 -0.4%
Primecap Management
21
Primecap Management
California
$2.5B +$1.38M +12,917 +0.1%
Invesco
22
Invesco
Georgia
$2.47B -$154M -1,441,190 -6%
Goldman Sachs
23
Goldman Sachs
New York
$2.33B +$117M +1,095,115 +5%
Boston Partners
24
Boston Partners
Massachusetts
$2.06B -$59M -551,477 -3%
LPU
25
Lansdowne Partners (UK)
United Kingdom
$2B -$138M -1,288,101 -6%
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