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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 %
MA
276
MUFG Americas
New York
$70.4M +$1.26M +11,451 +2%
ZIG
277
Zurich Insurance Group
Switzerland
$70.3M +$1.67M +15,211 +2%
PSUF
278
People's United Financial
Connecticut
$69.6M -$119K -1,079 -0.2%
AIM
279
Artemis Investment Management
United Kingdom
$69.5M -$21.8M -198,266 -24%
CCMG
280
Clark Capital Management Group
Pennsylvania
$68.9M -$2.39M -21,739 -3%
PC
281
Packer & Co
Australia
$68.7M – – –
NMIMC
282
Northwestern Mutual Investment Management Company
Wisconsin
$68.7M -$17.5M -159,031 -20%
SG Americas Securities
283
SG Americas Securities
New York
$68M -$6.51M -59,208 -9%
William Blair Investment Management
284
William Blair Investment Management
Illinois
$67.5M -$1.65M -15,037 -2%
CLOS
285
Compagnie Lombard Odier SCmA
Switzerland
$66.9M -$70.9M -645,151 -51%
Fiera Capital (Canada)
286
Fiera Capital (Canada)
Quebec, Canada
$66.6M +$2.98M +27,096 +5%
PNC
287
Park National Corp
Ohio
$66.1M -$6.05M -54,983 -8%
WF
288
Welch & Forbes
Massachusetts
$65.4M +$151K +1,372 +0.2%
PCM
289
Polaris Capital Management
Massachusetts
$65.2M +$7.52M +68,400 +13%
KSCM
290
Key Square Capital Management
Connecticut
$65.2M -$41M -372,900 -39%
SDIC
291
South Dakota Investment Council
South Dakota
$65M -$1.39M -12,622 -2%
FQ
292
First Quadrant
California
$64.1M +$13.1M +119,090 +26%
CTB
293
Country Trust Bank
Illinois
$63.5M -$14.3M -130,186 -18%
WT
294
Whittier Trust
California
$63.1M +$1.1M +9,997 +2%
SIA
295
Sit Investment Associates
Minnesota
$62.6M -$2.2M -19,985 -3%
NA
296
Neuburgh Advisers
California
$62M +$4.79M +43,554 +8%
SCM
297
Sirios Capital Management
Massachusetts
$61.8M +$34.3M +312,167 +125%
TF
298
TIAA FSB
Florida
$60.9M +$932K +8,472 +2%
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.7M +$1.55M +14,066 +3%
MSV
300
MN Services Vermogensbeheer
Netherlands
$60.2M -$110K -1,000 -0.2%
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