JPMorgan Chase
JPM
2,447 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, 970 increasing their positions, 1,101 reducing their positions, and 81 closing their positions.
62% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 81
5% more funds holding in top 10
Funds holding in top 10: 662 → 698 (+36)
1% more capital invested
Capital invested by funds: $274B → $277B (+$2.88B)
1% more funds holding
Funds holding: 2,426 → 2,447 (+21)
0.02% less ownership
Funds ownership: 73.97% → 73.95% (-0.02%)
3% less call options, than puts
Call options by funds: $3.22B | Put options by funds: $3.32B
12% less repeat investments, than reductions
Existing positions increased: 970 | Existing positions reduced: 1,101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$932M |
| 2 |
O
OppenheimerFunds
New York
|
+$525M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$429M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$423M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$302M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$1.2B |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$605M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$590M |
| 4 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$583M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$443M |
JPM Hedge Fund Activity: Q1 2018 in Review
2,447 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2018, worth a combined $277B — up 1.1% from $274B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new JPM positions and 81 closed out — a net gain of 50 holders — while 970 added to existing stakes and 1,101 trimmed.
The largest buyer was Eaton Vance Management, adding an estimated $932M. The largest seller was State Street, cutting an estimated $1.2B.
- 2,447 institutional investors held JPMorgan Chase (JPM) as of Q1 2018, up from 2,426 in Q4 2017.
- Funds reported $277B of JPMorgan Chase stock for Q1 2018, up 1.1% quarter-over-quarter.
- 131 funds opened new JPMorgan Chase positions in Q1 2018 and 81 closed out, a net change of +50 holders.
- The largest JPMorgan Chase buyer in Q1 2018 was Eaton Vance Management, an estimated $932M added.
- The largest JPMorgan Chase seller in Q1 2018 was State Street, an estimated $1.2B sold.
Based on aggregated 13F filings for Q1 2018.