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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 %
CCM
626
Cadence Capital Management
Massachusetts
$15.9M -$427K -3,886 -3%
WAM
627
Wilsey Asset Management
California
$15.9M +$691K +6,312 +5%
HCMNY
628
Howard Capital Management (New York)
New York
$15.8M +$25.1K +228 +0.2%
RBA
629
Richard Bernstein Advisors
New York
$15.7M -$939K -8,537 -6%
CB
630
Chemical Bank
Michigan
$15.7M -$412K -3,747 -3%
11A
631
10-15 Associates
New York
$15.7M -$18.6K -169 -0.1%
CC
632
Cadinha & Co
Hawaii
$15.5M -$357K -3,243 -2%
TCM
633
Tufton Capital Management
Maryland
$15.5M +$90.3K +821 +0.6%
LMGAM
634
Liberty Mutual Group Asset Management
Massachusetts
$15.4M – – –
CNBT
635
Canandaigua National Bank & Trust
New York
$15.4M +$3.09M +28,065 +25%
PNAA
636
Pictet North America Advisors
Switzerland
$15.3M -$292K -2,655 -2%
CBB
637
Citizens Business Bank
California
$15.2M -$495K -4,500 -3%
RE
638
RBC Europe
United Kingdom
$15.2M +$3.61M +32,820 +31%
CA
639
Cullinan Associates
Kentucky
$15.1M +$1.98M +18,005 +15%
RC
640
RBO & Co
California
$15.1M +$146K +1,325 +1%
LCM
641
Laurion Capital Management
New York
$15.1M +$14.4M +131,334 +2,304%
WB
642
Webster Bank
Connecticut
$15M -$28.5K -259 -0.2%
JPMIA
643
J.P. Marvel Investment Advisors
Massachusetts
$15M -$282K -2,565 -2%
FCBT
644
First Citizens Bank & Trust
North Carolina
$14.9M +$254K +2,310 +2%
CWM
645
Calamos Wealth Management
Illinois
$14.9M +$328K +2,984 +2%
AIP
646
Ameritas Investment Partners
Nebraska
$14.9M -$1.86M -16,915 -11%
FMC
647
First Merchants Corp
Indiana
$14.9M -$101K -918 -0.7%
EWM
648
Endurance Wealth Management
Rhode Island
$14.7M -$217K -1,973 -1%
SCM
649
Shelton Capital Management
Colorado
$14.7M -$110K -1,004 -0.7%
AFG
650
Albion Financial Group
Utah
$14.6M +$1.21M +11,026 +9%
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