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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 %
PMAM
526
Picton Mahoney Asset Management
Ontario, Canada
$22.2M -$198K -1,800 -0.9%
SI
527
Stephens Inc
Arkansas
$22.2M -$2.02M -18,344 -8%
JCM
528
Janney Capital Management
Pennsylvania
$22.2M -$2.62M -23,828 -11%
BCAM
529
Boston Common Asset Management
Massachusetts
$22.1M -$67.4K -613 -0.3%
AMI
530
Amica Mutual Insurance
Rhode Island
$22.1M -$6.26M -56,961 -22%
PWP
531
Private Wealth Partners
California
$22.1M +$1.55M +14,055 +8%
CL
532
Chubb Ltd
Switzerland
$22M – – –
NIM
533
Northeast Investment Management
Massachusetts
$21.9M +$285K +2,588 +1%
EWA
534
EP Wealth Advisors
California
$21.7M -$109K -995 -0.5%
SYBT
535
Stock Yards Bank & Trust
Kentucky
$21.7M -$25.5K -232 -0.1%
MIFH
536
Migdal Insurance & Financial Holdings
Israel
$21.5M +$4.92M +44,782 +30%
TEC
537
Tiger Eye Capital
Tennessee
$21.3M -$14.2M -129,500 -40%
CCM
538
Covington Capital Management
California
$21.2M -$764K -6,950 -3%
HIM
539
Hermes Investment Management
United Kingdom
$21.2M +$358K +3,251 +2%
BB
540
Busey Bank
Illinois
$21.1M +$1.14M +10,350 +6%
CT
541
Cambridge Trust
Massachusetts
$21.1M +$924K +8,406 +5%
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$21M +$880K +8,001 +4%
HJGA
543
Hardman Johnston Global Advisors
Connecticut
$20.9M -$613K -5,570 -3%
MIM
544
Marco Investment Management
Georgia
$20.8M -$39.6K -360 -0.2%
DDPIC
545
Deroy & Devereaux Private Investment Counsel
Michigan
$20.8M -$300K -2,725 -1%
PAM
546
Private Asset Management
California
$20.8M -$1.41M -12,817 -6%
ESBC
547
E.S. Barr & Co
Kentucky
$20.7M -$283K -2,575 -1%
ECA
548
Endeavour Capital Advisors
Connecticut
$20.6M +$20.3M +184,975 +7,375%
WIC
549
Willis Investment Counsel
Georgia
$20.6M -$2M -18,225 -9%
DJSG
550
D.J. St. Germain
Massachusetts
$20.5M -$1.91M -17,403 -9%
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