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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 %
GT
426
Glenview Trust
Kentucky
$31.8M -$1.69M -15,381 -5%
PG
427
Pendal Group
Australia
$31.6M +$313K +2,843 +1%
ONB
428
Old National Bancorp
Indiana
$31.5M +$1.14M +10,401 +4%
CCP
429
Clough Capital Partners
Massachusetts
$31.4M -$7.91M -71,900 -20%
NAM
430
North American Management
Massachusetts
$31.3M -$1.99M -18,057 -6%
NSIM
431
North Star Investment Management
Illinois
$31M +$57.7K +525 +0.2%
CGH
432
Crossmark Global Holdings
Texas
$30.9M -$2.98M -27,102 -9%
MHC
433
Meyer Handelman Company
New York
$30.8M -$462K -4,200 -1%
JIM
434
Jupiter Investment Management
United Kingdom
$30.8M +$2.78M +25,272 +10%
AIA
435
Affinity Investment Advisors
California
$30.7M -$1.09M -9,880 -3%
RMA
436
Roffman Miller Associates
Pennsylvania
$30.6M -$29.6K -269 -0.1%
RJT
437
Raymond James Trust
Florida
$30.5M -$411K -3,735 -1%
BFM
438
Boston Financial Management
Massachusetts
$30.3M -$449K -4,079 -1%
ZIC
439
ZWJ Investment Counsel
Georgia
$30.2M -$4.56M -41,434 -13%
MLL
440
Moody Lynn & Lieberson
Massachusetts
$30.1M +$1.3M +11,847 +5%
CPSAC
441
Chas P. Smith & Associates (CPS)
Florida
$29.9M -$1.16M -10,557 -4%
EB
442
Eastern Bank
Massachusetts
$29.9M -$3.93M -35,703 -12%
PCA
443
Personal Capital Advisors
California
$29.9M +$22.9M +208,632 +331%
Cambridge Investment Research Advisors
444
Cambridge Investment Research Advisors
Iowa
$29.7M +$3.79M +34,489 +15%
SGAM
445
Smith Group Asset Management
Texas
$29.5M -$15.4K -140 -0.1%
Squarepoint
446
Squarepoint
New York
$29.2M +$27.8M +252,614 +1,958%
GHCM
447
Glen Harbor Capital Management
California
$29.2M +$2.25M +20,496 +8%
MSE
448
MUFG Securities EMEA
United Kingdom
$29.1M +$8.8M +80,000 +43%
Man Group
449
Man Group
United Kingdom
$28.9M +$28.9M +262,839 New
Grantham, Mayo, Van Otterloo & Co (GMO)
450
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.8M -$8.09M -73,600 -22%
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