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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 %
CC
751
ClearArc Capital
Ohio
$11.5M -$362K -3,290 -3%
1SB
752
1ST Source Bank
Indiana
$11.5M -$48.5K -441 -0.4%
TIM
753
Thompson Investment Management
Wisconsin
$11.5M -$623K -5,669 -5%
AT
754
Argent Trust
Texas
$11.5M -$122K -1,112 -1%
M
755
MOTCO
Texas
$11.5M -$611K -5,558 -5%
BHIA
756
Birch Hill Investment Advisors
Massachusetts
$11.5M +$945K +8,597 +9%
RCIM
757
Russell Clark Investment Management
United Kingdom
$11.4M -$462K -4,200 -4%
RGI
758
River Global Investors
United Kingdom
$11.4M -$274K -2,489 -2%
AC
759
Alexandria Capital
Virginia
$11.4M -$391K -3,551 -3%
AAP
760
Aristotle Atlantic Partners
Florida
$11.3M +$301K +2,738 +3%
FMBTD
761
First Midwest Bank Trust Division
Illinois
$11.3M -$427K -3,886 -4%
RIM
762
Regent Investment Management
Kentucky
$11.3M -$198K -1,801 -2%
ERIM
763
Eagle Ridge Investment Management
Connecticut
$11.2M -$130K -1,184 -1%
CTA
764
Colonial Trust Advisors
South Carolina
$11.2M -$3.11M -28,287 -22%
VV
765
Verity & Verity
South Carolina
$11.2M +$248K +2,255 +2%
FBB
766
Fulton Breakefield Broenniman
Maryland
$11.1M +$14.5K +132 +0.1%
RMDI
767
R.M. Davis Inc
Maine
$11.1M +$5.88M +53,436 +112%
CIA
768
CCM Investment Advisers
South Carolina
$11.1M -$35.9K -326 -0.3%
ZCA
769
Zeke Capital Advisors
Pennsylvania
$11.1M +$1.37M +12,439 +14%
SVC
770
Strycker View Capital
New York
$11M +$655K +5,958 +6%
CCFCSB
771
Cape Cod Five Cents Savings Bank
Massachusetts
$11M -$552K -5,020 -5%
FTC
772
Farmers Trust Company
Ohio
$10.9M -$462K -4,203 -4%
BCP
773
Blue Chip Partners
Michigan
$10.9M +$160K +1,456 +1%
PI
774
Pettee Investors
Connecticut
$10.9M -$5.5K -50 -0.1%
OCM
775
Oakwood Capital Management
California
$10.8M -$159K -1,442 -1%
29 30
31
32 33