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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 %
BAM
351
Berkshire Asset Management
Pennsylvania
$44.9M +$568K +5,163 +1%
VDI
352
Vaughan David Investments
Illinois
$44.7M -$128K -1,166 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
353
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44.5M -$10.5M -95,325 -19%
BAMF
354
BI Asset Management Fondsmaeglerselskab
Denmark
$44.1M -$4.22M -38,400 -9%
NG
355
NatWest Group
United Kingdom
$44M -$337K -3,064 -0.8%
C
356
Consulta
United Kingdom
$44M – – –
OAM
357
Origin Asset Management
United Kingdom
$43.7M -$9.8M -89,100 -18%
OCAM
358
Onex Canada Asset Management
Ontario, Canada
$43.5M -$16.4M -149,199 -27%
B
359
BP
United Kingdom
$43.1M -$5.06M -46,000 -11%
LTFS
360
Ladenburg Thalmann Financial Services
Florida
$42.5M +$2.32M +21,162 +6%
ABC
361
Associated Banc-Corp
Wisconsin
$41.5M -$1.01M -9,202 -2%
BAM
362
Barrett Asset Management
New York
$41.5M +$107K +977 +0.3%
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$41.4M -$2.58M -23,434 -6%
QI
364
QS Investors
New York
$41.2M +$400K +3,641 +1%
WPC
365
Waters Parkerson & Co
Louisiana
$41.1M -$1.84M -16,715 -4%
NAM
366
Nissay Asset Management
Japan
$40.8M -$1.65M -14,990 -4%
PP
367
Palladium Partners
Virginia
$40.7M -$303K -2,758 -0.7%
SOADOR
368
State of Alaska Department of Revenue
Alaska
$40.2M +$6.77M +61,530 +20%
BF
369
BOK Financial
Oklahoma
$40.1M +$341K +3,100 +0.9%
TAM
370
Tyers Asset Management
Texas
$40.1M +$3.1M +28,182 +8%
Balyasny Asset Management
371
Balyasny Asset Management
Illinois
$40M -$275M -2,503,507 -87%
GC
372
GMT Capital
Georgia
$40M – – –
DIA
373
Dana Investment Advisors
Wisconsin
$39.8M -$1.38M -12,575 -3%
AIA
374
Avalon Investment & Advisory
Texas
$39.3M +$887K +8,069 +2%
CTI
375
Community Trust & Investment
Kentucky
$39.1M -$3.84M -34,881 -9%
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