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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 %
TH
376
TCTC Holdings
Texas
$38.9M -$26.4K -240 -0.1%
DIA
377
Davidson Investment Advisors
Montana
$38.9M -$1.04M -9,413 -3%
RCM
378
Redwood Capital Management
New York
$38.9M – – –
SIM
379
Stelliam Investment Management
New York
$38.8M -$3.85M -35,000 -9%
PR
380
Payden & Rygel
California
$38.5M -$1.58M -14,400 -4%
PFM
381
Parsec Financial Management
North Carolina
$38.3M -$168K -1,529 -0.4%
SAM
382
Securian Asset Management
Minnesota
$38M -$481K -4,378 -1%
CEP
383
Chicago Equity Partners
Illinois
$37.9M -$4.75M -43,172 -11%
NB
384
Norinchukin Bank
Japan
$37.9M +$8.67M +78,798 +30%
HCM
385
Huber Capital Management
California
$37.8M -$9.49M -86,300 -20%
JHP
386
James Hambro & Partners
United Kingdom
$37.5M +$3.94M +35,797 +12%
FTIOP
387
Fiduciary Trust International of Pennsylvania
Pennsylvania
$37.2M -$758K -6,894 -2%
WSFS
388
Wilmington Savings Fund Society
Delaware
$37.2M -$689K -6,267 -2%
Jacobs Levy Equity Management
389
Jacobs Levy Equity Management
New Jersey
$36.9M +$14.2M +128,700 +62%
FNBOO
390
First National Bank of Omaha
Nebraska
$36.4M -$79.7K -725 -0.2%
NMERB
391
New Mexico Educational Retirement Board
New Mexico
$36.4M -$836K -7,600 -2%
DCM
392
Donaldson Capital Management
Indiana
$36.4M -$375K -3,413 -1%
MME
393
Meag Munich Ergo
Germany
$36M -$4.7M -43,662 -12%
PC
394
PM Capital
Australia
$35.8M -$2.34M -21,245 -6%
ANI
395
American National Insurance
Texas
$35.5M – – –
FCI
396
Financial Counselors Inc
Kansas
$35.5M -$913K -8,303 -3%
NIM
397
Nexus Investment Management
Ontario, Canada
$35.4M -$566K -5,147 -2%
MMH
398
Menora Mivtachim Holdings
Israel
$35.3M -$88K -800 -0.2%
FP
399
Foundry Partners
Minnesota
$35.2M -$3.99M -36,289 -10%
WB
400
WesBanco Bank
West Virginia
$35M +$468K +4,255 +1%
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