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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
$1.86B
2
O
OppenheimerFunds
New York
$995M
3
UBS Group
UBS Group
Switzerland
$1.99B
4
Deutsche Bank
Deutsche Bank
Germany
$1.85B
5
Vanguard Group
Vanguard Group
Pennsylvania
$28B

Top Sellers

1
State Street
State Street
Massachusetts
$17.3B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$837M
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.92B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$1.49B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
2501
Kays Financial Advisory
Georgia
– -$296K -2,760 Closed
ACP
2502
Arcus Capital Partners
Georgia
– -$294K -2,750 Closed
BL
2503
Balentine LLC
Georgia
– -$292K -2,729 Closed
NFA
2504
Nuveen Fund Advisors
Illinois
– -$274K -2,558 Closed
EP
2505
Edgestream Partners
New Jersey
– -$269K -2,516 Closed
SM
2506
Sciencast Management
New Jersey
– -$280K -2,470 Closed
HC
2507
Hamilton Capital
Ohio
– -$257K -2,401 Closed
NA
2508
Nottingham Advisors
New York
– -$241K -2,255 Closed
CAM
2509
Cidel Asset Management
Ontario, Canada
– -$239K -2,235 Closed
IWA
2510
Inspirion Wealth Advisors
Illinois
– -$238K -2,223 Closed
CWM
2511
CMH Wealth Management
New Hampshire
– -$227K -2,100 Closed
GA
2512
Gateway Advisory
New Jersey
– -$217K -2,026 Closed
LA
2513
LexAurum Advisors
Kansas
– -$222K -1,970 Closed
KTM
2514
Keeler Thomas Management
Utah
– -$112K -1,050 Closed
MIC
2515
MU Investments Company
Japan
– -$106K -980 Closed
PCM
2516
Price Capital Management
Louisiana
– -$96K -900 Closed
TWMP
2517
Taylor Wealth Management Partners
Massachusetts
– -$71K -660 Closed
TI
2518
Turner Investments
Pennsylvania
– -$56K -525 Closed
SAM
2519
Solaris Asset Management
New York
– -$53K -500 Closed
FFG
2520
Ford Financial Group
California
– -$25K -234 Closed
PS
2521
Portfolio Solutions
Michigan
– -$11K -103 Closed
OPWM
2522
Oak Point Wealth Management
Michigan
– -$4K -44 Closed
NMC
2523
Nine Masts Capital
Hong Kong
– -$4K -36 Closed
97 98 99 100
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