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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 %
CBOA
326
Commonwealth Bank of Australia
Australia
$52.3M -$8.17M -74,295 -14%
EDRH
327
Edmond de Rothschild Holding
Switzerland
$51.9M -$875K -7,957 -2%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$51.6M +$3.78M +34,387 +8%
FCM
329
Flinton Capital Management
Pennsylvania
$51M +$3.94M +35,868 +8%
PMG
330
Private Management Group
California
$51M -$2.31M -20,978 -4%
SCM
331
Sterling Capital Management
North Carolina
$50.9M +$866K +7,877 +2%
BS
332
Banco Santander
Spain
$50.5M +$40.6M +368,747 +407%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$49.9M -$208K -1,895 -0.4%
JIR
334
James Investment Research
Ohio
$49.8M -$18.8M -171,179 -27%
Creative Planning
335
Creative Planning
Kansas
$49.7M +$2.31M +21,007 +5%
RCM
336
RNC Capital Management
California
$48.8M +$325K +2,952 +0.7%
TAM
337
Tocqueville Asset Management
New York
$48.7M +$20.9M +189,974 +75%
UB
338
UMB Bank
Missouri
$48.2M -$751K -6,825 -2%
OC
339
Oppenheimer & Co
New York
$47.9M +$1.42M +12,925 +3%
PGFC
340
Peapack-Gladstone Financial Corp
New Jersey
$47.9M -$185K -1,679 -0.4%
AB
341
Amalgamated Bank
New York
$47.3M -$644K -5,854 -1%
OCM
342
Osterweis Capital Management
California
$47.2M +$18.2M +165,177 +63%
WT
343
Washington Trust
Rhode Island
$47M -$2.8M -25,501 -6%
WA
344
WestEnd Advisors
North Carolina
$46.8M -$2.86M -26,021 -6%
LWCA
345
Locust Wood Capital Advisers
New York
$46.5M -$4.21M -38,280 -8%
CP
346
Cumberland Partners
Ontario, Canada
$46.3M -$367K -3,340 -0.8%
IC
347
Inverness Counsel
New York
$46.2M +$10.5M +95,421 +29%
MNG
348
Manning & Napier Group
New York
$45.8M +$6.84M +62,230 +18%
AR
349
Advisory Research
Illinois
$45.6M -$18.6M -169,399 -29%
CM
350
CS McKee
Pennsylvania
$45.1M -$1.45M -13,180 -3%
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