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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 %
GI
251
GAMCO Investors
Connecticut
$84.9M -$1.8M -16,360 -2%
BCM
252
Becker Capital Management
Oregon
$82.6M -$1.99M -18,065 -2%
Harris Associates
253
Harris Associates
Illinois
$82.2M -$306M -2,781,015 -79%
SCM
254
Snow Capital Management
Pennsylvania
$81M -$801K -7,283 -1%
BCM
255
Basswood Capital Management
New York
$80.6M – – –
CS
256
Candriam SCA
Luxembourg
$80.4M +$8.56M +77,864 +12%
FWCM
257
Ferguson Wellman Capital Management
Oregon
$80.2M +$29.5M +268,038 +58%
VRS
258
Virginia Retirement Systems
Virginia
$79.8M – – –
ERSOT
259
Employees Retirement System of Texas
Texas
$79.2M -$2.79M -25,400 -3%
SFM
260
Soros Fund Management
New York
$79.1M +$79.1M +719,660 New
BTS
261
BB&T Securities
Virginia
$78.4M +$3.45M +31,373 +5%
IG
262
ING Group
Netherlands
$77.5M +$24.2M +220,042 +45%
HIMCH
263
Hartford Investment Management Co (HIMCO)
Connecticut
$76.2M -$7.21M -65,528 -9%
UCFA
264
United Capital Financial Advisors
Texas
$76.1M +$502K +4,569 +0.7%
WBC
265
Westpac Banking Corp
Australia
$76M +$13.4M +122,198 +21%
SW
266
SVB Wealth
Massachusetts
$76M -$2.56M -23,257 -3%
XK
267
Xact Kapitalforvaltning
Sweden
$75.3M +$3.01M +27,411 +4%
Kovitz Investment Group Partners
268
Kovitz Investment Group Partners
Illinois
$72.6M -$20.8M -188,738 -22%
JAM
269
Jupiter Asset Management
United Kingdom
$72.3M -$6.53M -59,357 -8%
AACR
270
ACR Alpine Capital Research
Missouri
$71.5M -$1.78M -16,180 -2%
OAM
271
Oppenheimer Asset Management
New York
$71.4M -$4.71M -42,829 -6%
CGM
272
Capital Growth Management
Massachusetts
$71.3M +$71.3M +648,000 New
BMO
273
Beck Mack & Oliver
New York
$71.1M -$585K -5,316 -0.8%
URS
274
Utah Retirement Systems
Utah
$70.8M +$110K +1,000 +0.2%
Parallax Volatility Advisers
275
Parallax Volatility Advisers
California
$70.5M +$61.6M +559,880 +691%
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