JPM icon

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 %
FWIA
301
Fort Washington Investment Advisors
Ohio
$60.2M -$3.09M -28,089 -5%
D.E. Shaw & Co
302
D.E. Shaw & Co
New York
$59.4M +$513K +4,661 +0.9%
BGC
303
Beutel, Goodman & Co
Ontario, Canada
$59.1M -$1.26M -14,422 -2%
AIM
304
Achmea Investment Management
Netherlands
$59.1M -$4.3M -39,114 -7%
Treasurer of the State of North Carolina
305
Treasurer of the State of North Carolina
North Carolina
$59M +$57.9M +526,678 +5,340%
MLICM
306
Metropolitan Life Insurance Company (MetLife)
New York
$58.9M -$169K -1,533 -0.3%
WJA
307
Williams Jones & Associates
New York
$58.4M +$1.32M +12,037 +2%
PIA
308
Piedmont Investment Advisors
North Carolina
$58.1M -$24.6M -223,835 -30%
EIM
309
ExxonMobil Investment Management
Texas
$57.8M -$2.89M -26,304 -5%
PWLP
310
Prio Wealth Limited Partnership
Massachusetts
$56.7M -$3.41M -31,005 -6%
Alyeska Investment Group
311
Alyeska Investment Group
Illinois
$56.4M +$56.4M +512,644 New
MOACM
312
Mutual of America Capital Management
New York
$56.3M +$320K +2,913 +0.6%
FRAF
313
Första AP-fonden
Sweden
$55.5M – – –
MCM
314
Marsico Capital Management
Colorado
$54.9M – – –
SAM
315
Shell Asset Management
Netherlands
$54.5M -$729K -6,626 -1%
DILIC
316
Dai-ichi Life Insurance Company
Japan
$54.4M -$3.61M -32,806 -6%
SBH
317
Segall Bryant & Hamill
Illinois
$54.3M -$3.67M -33,392 -6%
TAM
318
Todd Asset Management
Kentucky
$54M -$4.05M -36,822 -7%
SCP
319
Seizert Capital Partners
Michigan
$53.5M -$2.71M -24,671 -5%
DCM
320
Dupont Capital Management
Delaware
$52.9M -$1.24M -11,242 -2%
DnB Asset Management
321
DnB Asset Management
Norway
$52.7M +$2.9M +26,400 +6%
PA
322
Pinnacle Associates
New York
$52.7M -$4.22M -38,403 -7%
HPC
323
HM Payson & Co
Maine
$52.6M -$232K -2,106 -0.4%
MSA
324
Mason Street Advisors
Wisconsin
$52.6M -$576K -5,240 -1%
BIC
325
Beach Investment Counsel
Pennsylvania
$52.4M -$1.43M -13,004 -3%
11 12
13
14 15