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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 %
FPCM
701
Financial Partners Capital Management
New York
$12.7M -$662K -6,020 -5%
SAM
702
Strategy Asset Managers
California
$12.6M -$791K -7,195 -6%
AC
703
AFAM Capital
Texas
$12.6M +$41.6K +378 +0.3%
BCMNY
704
Buckingham Capital Management (New York)
New York
$12.5M -$291K -2,646 -2%
AF
705
Alerus Financial
North Dakota
$12.5M +$115K +1,048 +0.9%
CW
706
Cobiz Wealth
Colorado
$12.5M -$77.6K -706 -0.6%
HR
707
Howe & Rusling
New York
$12.5M -$256K -2,330 -2%
KCM
708
Kanawha Capital Management
Virginia
$12.4M -$172K -1,567 -1%
WAM
709
Winslow Asset Management
Ohio
$12.4M -$145K -1,315 -1%
FFBTD
710
First Financial Bank - Trust Division
Ohio
$12.4M +$81.2K +738 +0.7%
NC
711
Northpointe Capital
Michigan
$12.4M +$1.71M +15,590 +16%
BCM
712
Buckhead Capital Management
Georgia
$12.4M +$152K +1,385 +1%
CIP
713
Convergence Investment Partners
Florida
$12.4M -$3.29M -29,957 -21%
1IA
714
1834 Investment Advisors
Wisconsin
$12.4M -$359K -3,269 -3%
GCA
715
Guardian Capital Advisors
Ontario, Canada
$12.4M -$607K -5,500 -5%
WTB
716
Washington Trust Bank
Washington
$12.4M +$30.8K +280 +0.2%
DSI
717
Daiwa SB Investments
Japan
$12.3M -$440K -4,000 -3%
DBG
718
De Burlo Group
Massachusetts
$12.3M -$121K -1,100 -1%
SCA
719
Stonebridge Capital Advisors
Minnesota
$12.3M -$151K -1,371 -1%
EWM
720
Evercore Wealth Management
New York
$12.2M -$233K -2,119 -2%
JAM
721
JCIC Asset Management
Ontario, Canada
$12.2M +$51.4K +467 +0.4%
PG
722
PEAK6 Group
Illinois
$12.2M +$12.2M +110,643 New
SC
723
Shellback Capital
Massachusetts
$12.2M +$12.2M +110,567 New
RCP
724
Rothschild Capital Partners
New York
$12.1M -$44.5K -405 -0.4%
MWNA
725
Marshall Wace North America
New York
$12.1M -$17.7M -161,140 -59%
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