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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 %
VSI
676
Verde Servicos Internacionais
Brazil
$13.7M +$13.7M +125,431 New
RIG
677
Roosevelt Investment Group
New York
$13.6M +$1.43M +12,996 +12%
TU
678
TDAM USA
Ontario, Canada
$13.5M -$279K -2,535 -2%
ACH
679
ArrowMark Colorado Holdings
Colorado
$13.5M – – –
PAG
680
Private Advisor Group
New Jersey
$13.5M -$3.16M -28,711 -19%
MAM
681
Meeder Asset Management
Ohio
$13.5M +$1.04M +9,421 +8%
TCOV
682
Trust Company of Vermont
Vermont
$13.4M +$160K +1,456 +1%
CM
683
Castleark Management
Illinois
$13.4M – – –
KWILP
684
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.4M -$1.02M -9,242 -7%
Jane Street
685
Jane Street
New York
$13.4M -$14.6M -132,767 -52%
TSW
686
Thompson Siegel & Walmsley
Virginia
$13.4M +$80.3K +730 +0.6%
AHC
687
Adell Harriman & Carpenter
Texas
$13.4M -$60.4K -549 -0.4%
GP
688
Greenline Partners
New York
$13.4M +$261K +2,374 +2%
SIP
689
Stoneridge Investment Partners
Pennsylvania
$13.3M -$714K -6,493 -5%
MERSOM
690
Municipal Employees' Retirement System of Michigan
Michigan
$13.3M -$108K -980 -0.8%
FMII
691
Farmers & Merchants Investments Inc
Nebraska
$13.2M +$1.1M +9,971 +9%
MC
692
Middleton & Co
Massachusetts
$13.2M -$248K -2,254 -2%
WC
693
Wexford Capital
Florida
$13.1M +$1.69M +15,392 +15%
CAM
694
Congress Asset Management
Massachusetts
$13.1M +$855K +7,774 +7%
CANC
695
Culbertson A N & Co
Virginia
$13M -$435K -3,952 -3%
DA
696
DSC Advisors
Illinois
$13M +$13K +118 +0.1%
HFS
697
Haverford Financial Services
Pennsylvania
$13M -$154K -1,397 -1%
KA
698
KLCM Advisors
Wisconsin
$12.9M -$1.22M -11,078 -9%
RIM
699
Rampart Investment Management
Connecticut
$12.7M +$7.44M +67,614 +142%
SBIA
700
Sheaff Brock Investment Advisors
Indiana
$12.7M +$536K +4,874 +4%
26 27
28
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