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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 %
ACM
576
Advisors Capital Management
New Jersey
$19.2M +$504K +4,579 +3%
EGA
577
Eagle Global Advisors
Texas
$19.2M +$201K +1,828 +1%
OA
578
Oak Associates
Ohio
$19M -$166K -1,506 -0.9%
AJ
579
Ashburton (Jersey)
Jersey
$18.9M +$493K +4,482 +3%
RCM
580
Rockshelter Capital Management
Pennsylvania
$18.9M -$1.22M -11,109 -6%
FBP
581
Flippin Bruce & Porter
Virginia
$18.6M -$488K -4,440 -3%
OI
582
Oakbrook Investments
Illinois
$18.5M +$1.38M +12,590 +8%
MSR
583
Main Street Research
Connecticut
$18.4M +$710K +6,452 +4%
BCM
584
BTR Capital Management
California
$18.2M -$383K -3,486 -2%
Credit Agricole
585
Credit Agricole
France
$18.2M -$5.59M -50,844 -23%
DWM
586
Doyle Wealth Management
Florida
$18.2M -$477K -4,339 -3%
SSB
587
Sandy Spring Bank
Maryland
$18.2M +$1.62M +14,748 +10%
SC
588
SouthState Corp
Florida
$18.1M -$376K -3,418 -2%
FSA
589
Franklin Street Advisors
North Carolina
$18.1M +$201K +1,829 +1%
BDS
590
Banco de Sabadell
Florida
$17.9M -$10.1M -92,941 -36%
BUB
591
BBVA USA Bancshares
Texas
$17.8M -$717K -6,518 -4%
WAM
592
Wolverine Asset Management
Illinois
$17.8M +$12.5M +113,618 +237%
CI
593
Cigna Investments
Connecticut
$17.8M +$13.7K +125 +0.1%
AAIM
594
American Assets Investment Management
California
$17.6M -$26.9K -245 -0.2%
IAM
595
Impax Asset Management
New Hampshire
$17.5M – – –
AP
596
Appleton Partners
Massachusetts
$17.4M +$80K +727 +0.5%
FANJ
597
Financial Architects (New Jersey)
New Jersey
$17.4M -$239K -2,176 -1%
VIA
598
Vantis Investment Advisers
Florida
$17.3M +$17.3M +156,900 New
RIL
599
Rothschild Investment LLC
Illinois
$17.2M -$8.06M -73,249 -32%
GMI
600
Greystone Managed Investments
Saskatchewan, Canada
$17.2M -$401K -3,647 -2%
22 23
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