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JPMorgan Chase
JPM

Overview Fund Activity

2,441 hedge funds and large institutions have $277B invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 967 increasing their positions, 1,099 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,441
Holders Change
+21
Holders Change %
+0.87%
% of All Funds
56.02%
Holding in Top 10
694
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+5.47%
% of All Funds
15.93%
New
131
Increased
967
Reduced
1,099
Closed
81
Calls
$3.22B
Puts
$3.32B
Net Calls
-$107M
Net Calls Change
+$1.68B

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$905M
2
O
OppenheimerFunds
New York
+$510M
3
UBS Group
UBS Group
Switzerland
+$417M
4
Deutsche Bank
Deutsche Bank
Germany
+$411M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$293M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.16B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$587M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$573M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$566M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$430M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Cooke & Bieler
Pennsylvania
$98.4M -$22.4M -203,898 -19%
Macquarie Group
227
Macquarie Group
Australia
$98.4M +$4.25M +38,620 +5%
Rafferty Asset Management
228
Rafferty Asset Management
New York
$97.9M +$14.8M +134,281 +18%
TPSF
229
Texas Permanent School Fund
Texas
$97.5M -$6.65M -60,455 -6%
BFS
230
Bradley Foster & Sargent
Connecticut
$97M +$189K +1,718 +0.2%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$96.6M -$571K -5,196 -0.6%
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$95.4M -$27.8M -253,309 -23%
PC
233
Polar Capital
United Kingdom
$93.3M +$1.01M +9,226 +1%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$93.2M -$1.07M -9,711 -1%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$92.7M -$8.29M -75,417 -8%
FIM
236
Foresters Investment Management
New York
$92M +$660K +6,000 +0.7%
Loomis, Sayles & Company
237
Loomis, Sayles & Company
Massachusetts
$92M -$16.2M -147,099 -15%
CIP
238
Cornerstone Investment Partners
Georgia
$91.9M +$660K +6,003 +0.7%
Victory Capital Management
239
Victory Capital Management
Texas
$91.7M +$2.83M +25,746 +3%
SC
240
Scotia Capital
Ontario, Canada
$91.5M +$1.84M +16,716 +2%
GG
241
Gofen & Glossberg
Illinois
$89.4M -$1.78M -16,144 -2%
GF
242
Gabelli Funds
New York
$89.3M -$5.23M -47,600 -6%
Mitsubishi UFJ Asset Management
243
Mitsubishi UFJ Asset Management
Japan
$88.9M +$5.88M +53,442 +7%
CWM
244
CIBC World Markets
New York
$88.3M -$21.1M -191,426 -19%
Commonwealth Equity Services
245
Commonwealth Equity Services
Massachusetts
$87.9M +$2.48M +22,519 +3%
PI
246
PineBridge Investments
New York
$87.5M -$19.1M -173,867 -18%
OTPPB
247
Ontario Teachers' Pension Plan Board
Ontario, Canada
$86.8M -$21M -191,294 -20%
CCM
248
Cullen Capital Management
New York
$86.5M +$125K +1,140 +0.1%
BNP Paribas Asset Management
249
BNP Paribas Asset Management
France
$86.2M -$63K -573 -0.1%
DLA
250
Douglas Lane & Associates
New York
$84.9M +$1.26M +11,492 +2%
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