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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 %
W
601
Wealthfront
California
$17.2M +$1.85M +16,807 +12%
SIC
602
Salem Investment Counselors
North Carolina
$17.1M +$97.4K +899 +0.6%
AA
603
Ancora Advisors
Ohio
$17.1M +$1.57M +14,279 +10%
MML Investors Services
604
MML Investors Services
Massachusetts
$17.1M +$103K +935 +0.6%
LG
605
LaFleur & Godfrey
Michigan
$17.1M +$2.95M +26,820 +21%
SPPAM
606
Summit Partners Public Asset Management
Massachusetts
$17M +$17M +155,000 New
MC
607
Martin Currie
United Kingdom
$17M -$3.08M -28,000 -15%
DBT
608
Dubuque Bank & Trust
Iowa
$16.9M -$1.85M -16,868 -10%
CCMIC
609
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16.9M -$42.4K -386 -0.3%
NCM
610
Noesis Capital Mangement
Florida
$16.9M -$184K -1,675 -1%
V
611
Veritable
Delaware
$16.8M +$82.1K +747 +0.5%
FNT
612
First National Trust
Pennsylvania
$16.8M +$25K +227 +0.1%
MYAM
613
Meiji Yasuda Asset Management
Japan
$16.6M +$678K +6,163 +4%
HW
614
Hancock Whitney
Mississippi
$16.6M -$1.83M -16,660 -10%
MI
615
Markston International
New York
$16.4M +$840K +7,638 +5%
FAB
616
First American Bank
Illinois
$16.3M +$11.7K +106 +0.1%
NB
617
NBT Bank
New York
$16.3M -$296K -2,692 -2%
SCA
618
Stillwater Capital Advisors
Pennsylvania
$16.3M -$256K -2,329 -2%
FLPIM
619
F.L. Putnam Investment Management
Massachusetts
$16.2M +$6.77M +61,576 +72%
SCM
620
SKBA Capital Management
California
$16.2M -$363K -3,300 -2%
SSWM
621
Smith Salley Wealth Management
North Carolina
$16.2M +$1.25M +11,359 +8%
AIM
622
Alphinity Investment Management
Australia
$16.1M +$11.8M +106,866 +268%
Pacer Advisors
623
Pacer Advisors
Pennsylvania
$15.9M +$2.8M +25,490 +21%
SPIA
624
Steward Partners Investment Advisory
New York
$15.9M +$1.11M +10,054 +7%
PCM
625
Parsons Capital Management
Rhode Island
$15.9M -$198K -1,798 -1%
23 24
25
26 27