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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 %
AHB
501
Abner Herrman & Brock
New Jersey
$24M +$564K +5,130 +2%
DADC
502
D.A. Davidson & Co
Montana
$24M +$585K +5,315 +2%
MAM
503
Majedie Asset Management
United Kingdom
$23.9M +$427K +3,881 +2%
OPCM
504
Osborne Partners Capital Management
California
$23.9M -$682K -6,201 -3%
SRC
505
Shufro Rose & Co
New York
$23.9M -$38.2K -347 -0.2%
CONA
506
Capital One National Association
New York
$23.5M +$494K +4,490 +2%
HI
507
Honeywell International
North Carolina
$23.5M -$20.5M -186,100 -47%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$23.4M +$1.22M +11,056 +5%
BPB
509
Badgley, Phelps & Bell
Washington
$23.2M +$812K +7,381 +4%
FFIC
510
First Fiduciary Investment Counsel
Ohio
$23.2M -$10.5M -95,585 -31%
LSERS
511
Louisiana State Employees Retirement System
Louisiana
$23.1M -$55K -500 -0.2%
WMC
512
Westwood Management Corporation
Illinois
$22.9M +$13.1M +119,104 +134%
HCM
513
Hilton Capital Management
New York
$22.8M -$5.17M -47,036 -18%
WAM
514
World Asset Management
Michigan
$22.8M -$8.93M -81,224 -28%
TAM
515
Taurus Asset Management
New York
$22.8M -$84.1K -765 -0.4%
CA
516
Cornerstone Advisors
North Carolina
$22.8M – – –
PA
517
Profund Advisors
Maryland
$22.7M -$2.22M -20,195 -9%
EARNEST Partners
518
EARNEST Partners
Georgia
$22.7M +$609K +5,536 +3%
Cerity Partners
519
Cerity Partners
New York
$22.6M -$69.5K -632 -0.3%
GAI
520
General American Investors
New York
$22.5M – – –
WIA
521
Wealthstreet Investment Advisors
Texas
$22.5M -$206K -1,876 -0.9%
PVH
522
Psagot Value Holdings
Israel
$22.4M +$13.4M +121,899 +149%
CANY
523
Caxton Associates (New York)
New York
$22.4M +$22.4M +203,760 New
BIM
524
Bridges Investment Management
Nebraska
$22.3M +$8.22M +74,757 +58%
ELC
525
Edgar Lomax Company
Virginia
$22.2M -$1.38M -12,550 -6%
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