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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 %
CAM
551
Carret Asset Management
New York
$20.5M -$148K -1,349 -0.7%
CFB
552
Cullen/Frost Bankers
Texas
$20.4M -$2.14M -19,464 -9%
BCM
553
Bridgeway Capital Management
Texas
$20.4M +$572K +5,200 +3%
MG
554
Markel Group
Virginia
$20.1M – – –
ACM
555
Azimuth Capital Management
Michigan
$20.1M +$405K +3,682 +2%
NRS
556
Neville Rodie & Shaw
New York
$20.1M +$3.76M +34,177 +23%
SFA
557
Spectrum Financial Alliance
Kentucky
$20M +$20M +182,873 New
APFBOT
558
Amica Pension Fund Board of Trustees
Rhode Island
$19.9M -$5.02M -45,616 -20%
Daiwa Securities Group
559
Daiwa Securities Group
Japan
$19.9M -$3.87M -30,345 -16%
CTC
560
Central Trust Company
Missouri
$19.8M +$1.04M +9,463 +6%
CCM
561
Chilton Capital Management
Texas
$19.8M +$2.53M +23,005 +15%
ACI
562
Alpha Cubed Investments
California
$19.8M +$635K +5,774 +3%
CS
563
Central Securities
New York
$19.8M – – –
CTA
564
Chesley Taft & Associates
Illinois
$19.8M -$67.5K -614 -0.3%
QAM
565
QCI Asset Management
New York
$19.8M +$313K +2,847 +2%
Mariner
566
Mariner
Kansas
$19.7M +$259K +2,357 +1%
KRS
567
Kentucky Retirement Systems
Kentucky
$19.7M -$3.83M -34,861 -16%
NAM
568
NorthCoast Asset Management
Connecticut
$19.6M -$343K -3,115 -2%
LBC
569
Lowe Brockenbrough & Co
Virginia
$19.6M -$150K -1,364 -0.8%
BPC
570
Banque Pictet & Cie
Switzerland
$19.5M +$437K +3,978 +2%
BIAS
571
Beacon Investment Advisory Services
New Jersey
$19.5M +$508K +4,617 +3%
FNBT
572
FineMark National Bank & Trust
Florida
$19.4M +$3.52M +31,985 +22%
CA
573
Clearstead Advisors
Ohio
$19.4M +$87K +791 +0.5%
SWP
574
Stratos Wealth Partners
Ohio
$19.3M +$1.04M +9,471 +6%
BFS
575
Baskin Financial Services
Ontario, Canada
$19.2M -$161K -1,467 -0.8%
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