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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 %
PFP
651
Pinnacle Financial Partners
Tennessee
$14.6M +$1.14M +10,349 +8%
NIPH
652
NN Investment Partners Holdings
Netherlands
$14.6M +$336K +3,052 +2%
AAM
653
Alphadyne Asset Management
New York
$14.6M +$14.6M +132,564 New
KIA
654
KCM Investment Advisors
California
$14.6M +$69.9K +636 +0.5%
CIS
655
Connors Investor Services
Pennsylvania
$14.5M +$673K +6,121 +5%
FA
656
FDx Advisors
Illinois
$14.5M -$921K -8,373 -6%
GIM
657
Grassi Investment Management
California
$14.4M +$176K +1,602 +1%
CCM
658
Cohen Capital Management
California
$14.4M -$2.28M -21,000 -14%
CCMD
659
Cypress Capital Management (Delaware)
Delaware
$14.4M +$432K +3,931 +3%
NSEDCP
660
NJ State Employees Deferred Compensation Plan
New Jersey
$14.3M -$550K -5,000 -4%
RI
661
Redwood Investments
Massachusetts
$14.3M -$441K -4,012 -3%
BBA
662
BLB&B Advisors
Pennsylvania
$14.2M +$289K +2,627 +2%
SLI
663
Sumitomo Life Insurance
Japan
$14.1M -$625K -5,687 -4%
CA
664
Callahan Advisors
Texas
$14.1M -$461K -4,188 -3%
AIM
665
Avity Investment Management
Connecticut
$14.1M -$396K -3,604 -3%
TYCC
666
Texas Yale Capital Corp
Florida
$14.1M -$34.6K -315 -0.2%
LIA
667
LS Investment Advisors
Michigan
$14M -$455K -4,135 -3%
LM
668
Lincluden Management
Ontario, Canada
$14M -$1.58M -14,390 -10%
PP
669
Patten & Patten
Tennessee
$13.9M +$396K +3,603 +3%
SDJVC
670
St. Denis J. Villere & Co
Louisiana
$13.8M +$412K +3,750 +3%
VC
671
Vestor Capital
Illinois
$13.8M +$1.26M +11,445 +10%
FBC
672
Fairfield, Bush & Co
Connecticut
$13.8M -$1.55M -14,101 -10%
FAAS
673
First Allied Advisory Services
California
$13.8M +$335K +3,045 +2%
FIB
674
First Interstate Bank
Montana
$13.7M -$4.07M -37,014 -23%
Wolverine Trading
675
Wolverine Trading
Illinois
$13.7M -$11.8M -107,163 -46%
25 26
27
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