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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 %
CRC
451
Curi RMB Capital
Illinois
$28.8M -$1.56M -14,209 -5%
CIP
452
Chartwell Investment Partners
Pennsylvania
$28.8M -$445K -4,046 -2%
AG
453
Advisor Group
Arizona
$28.7M +$886K +8,053 +3%
BSA
454
Braun Stacey Associates
New York
$28.3M +$120K +1,088 +0.4%
VIP
455
Vantage Investment Partners
Missouri
$28.2M +$10.7M +97,030 +61%
OAG
456
Orbis Allan Gray
Bermuda
$28M -$13.7M -124,232 -33%
SIM
457
Sentry Investment Management
Wisconsin
$28M -$3M -27,240 -10%
HIMC
458
Heritage Investors Management Corp
Maryland
$27.9M -$1.26M -11,419 -4%
CG
459
Colony Group
Massachusetts
$27.9M +$1.47M +13,399 +6%
RIM
460
Redpoint Investment Management
Australia
$27.8M +$78.6K +715 +0.3%
SPC
461
Stewart & Patten Company
California
$27.7M -$2.98M -27,092 -10%
PWAG
462
Polaris Wealth Advisory Group
California
$27.7M +$1.44M +13,058 +5%
TAF
463
Tredje AP-fonden
Sweden
$27.7M -$131K -1,190 -0.5%
ISL
464
Ingalls & Snyder LLC
New York
$27.7M -$9.81M -89,188 -26%
PCM
465
Palisade Capital Management
New Jersey
$27.7M +$2.09M +19,036 +8%
B
466
Barings
North Carolina
$27.5M -$76.8K -698 -0.3%
MPI
467
Mairs & Power Inc
Minnesota
$27.5M -$539K -4,902 -2%
SBCM
468
Schwerin Boyle Capital Management
Massachusetts
$27.5M -$11K -100 -0%
DAM
469
Davis Asset Management
California
$27.5M – – –
FBA
470
Front Barnett Associates
Illinois
$27.3M -$201K -1,832 -0.7%
CFG
471
Citizens Financial Group
Rhode Island
$26.9M -$1.29M -11,749 -5%
CNAM
472
Campbell Newman Asset Management
Wisconsin
$26.9M +$482K +4,387 +2%
CS
473
Cannell & Spears
New York
$26.7M -$112K -1,020 -0.4%
BA
474
Boston Advisors
Massachusetts
$26.6M -$29.8M -270,858 -53%
IA
475
Icon Advisers
Colorado
$26.4M -$253K -2,300 -1%
17 18
19
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