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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 %
HCMT
401
Highland Capital Management (Tennessee)
Tennessee
$34.6M -$1.19M -10,866 -3%
MSDF
402
Michael & Susan Dell Foundation
New York
$34.5M – – –
NLGIA
403
Nippon Life Global Investors Americas
New York
$34.4M -$1.19M -10,790 -3%
HIIFS
404
Harel Insurance Investments & Financial Services
Israel
$34.3M +$5.58M +50,770 +19%
SMDAM
405
Sumitomo Mitsui DS Asset Management
Japan
$34.2M -$1.22M -11,126 -3%
CA
406
Commerzbank Aktiengesellschaft
Germany
$33.8M -$4.63M -42,082 -12%
KFC
407
Klingenstein Fields & Co
New York
$33.8M +$15.6M +142,145 +86%
COPPSERS
408
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.8M -$359K -3,264 -1%
TCM
409
Twin Capital Management
Pennsylvania
$33.8M -$186K -1,687 -0.5%
SF
410
Synovus Financial
Georgia
$33.5M +$328K +2,986 +1%
JAFL
411
Jay A. Fishman Ltd
Michigan
$33.5M -$4.4K -40 -0%
WCM
412
Wedge Capital Management
North Carolina
$33.3M -$2.47M -22,451 -7%
FT
413
Fiduciary Trust
Massachusetts
$33.1M +$516K +4,692 +2%
Envestnet Asset Management
414
Envestnet Asset Management
Illinois
$33.1M -$54.9M -500,620 -62%
FMW
415
Farr Miller & Washington
District of Columbia
$33.1M -$359K -3,268 -1%
MIH
416
Madison Investment Holdings
Wisconsin
$32.9M +$2.15M +19,569 +7%
TM
417
Tiger Management
New York
$32.7M +$8.99M +81,760 +38%
AAM
418
Advisors Asset Management
Colorado
$32.7M +$370K +3,208 +1%
ECM
419
Estabrook Capital Management
New York
$32.7M -$1.54M -14,023 -5%
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$32.6M +$479K +4,353 +1%
NP
421
NS Partners
United Kingdom
$32.6M -$1.95M -17,756 -6%
MAA
422
Matrix Asset Advisors
New York
$32.2M -$1.2M -10,909 -4%
ADEF
423
Adams Diversified Equity Fund
Maryland
$32.2M +$12.6M +114,200 +64%
DRZID
424
DePrince Race & Zollo Inc (DRZ)
Florida
$32.1M -$4.71M -42,820 -13%
RG
425
Rathbones Group
United Kingdom
$32M -$1.46M -13,256 -4%
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