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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 %
SRAM
726
Stone Ridge Asset Management
New York
$12.1M +$11.1M +100,900 +1,136%
CI
727
Conning Inc
Connecticut
$12.1M -$905K -8,233 -7%
PWM
728
Patriot Wealth Management
Texas
$12.1M +$276K +2,509 +2%
FFA
729
First Foundation Advisors
California
$12.1M -$111K -1,009 -0.9%
B
730
Bailard
California
$12M -$22.8K -207 -0.2%
PAM
731
Premier Asset Management
Illinois
$12M -$178K -1,620 -1%
OC
732
Oakworth Capital
Alabama
$11.9M -$120K -1,101 -1%
CFM
733
Coronation Fund Managers
South Africa
$11.9M -$320K -2,910 -3%
RW
734
Rand Wealth
Maryland
$11.9M -$187K -1,700 -2%
II
735
IFM Investors
Australia
$11.9M +$1.05M +9,519 +10%
IA
736
IFP Advisors
Florida
$11.9M – – –
QIM
737
Quest Investment Management
Oregon
$11.9M -$1.61M -14,622 -12%
CI
738
Capital International
California
$11.8M +$202K +1,840 +2%
MCM
739
Murphy Capital Management
New Jersey
$11.8M -$130K -1,178 -1%
CIA
740
Choate Investment Advisors
Massachusetts
$11.7M -$281K -2,552 -2%
WF
741
WealthTrust Fairport
Ohio
$11.7M -$626K -5,694 -5%
DMIC
742
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.7M -$1.47M -13,384 -11%
SFM
743
Systematic Financial Management
New Jersey
$11.7M -$249K -2,264 -2%
SC
744
Skylands Capital
Wisconsin
$11.7M -$11K -100 -0.1%
SGK
745
Steigerwald Gordon & Koch
Virginia
$11.7M -$528K -4,804 -4%
BC
746
Brinker Capital
Pennsylvania
$11.6M +$1.38M +12,584 +13%
CF
747
CNA Financial
Illinois
$11.6M – – –
CC
748
Courier Capital
New York
$11.6M -$424K -3,856 -4%
CWM
749
Cabot Wealth Management
Massachusetts
$11.6M -$358K -3,256 -3%
CCT
750
Chemung Canal Trust
New York
$11.6M -$526K -4,786 -4%
28 29
30
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