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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 %
BII
776
Bainco International Investors
Massachusetts
$10.7M +$10.4M +94,163 +2,875%
NCM
777
Narwhal Capital Management
Georgia
$10.7M -$24.7K -225 -0.2%
HVIA
778
Hudson Valley Investment Advisors
New York
$10.7M +$13.5K +123 +0.1%
RWA
779
Ropes Wealth Advisors
Massachusetts
$10.6M -$26.1K -237 -0.2%
FHA
780
First Horizon Advisors
Tennessee
$10.6M -$628K -5,708 -6%
DY
781
Dowling & Yahnke
California
$10.6M -$345K -3,135 -3%
SWM
782
SVA Wealth Management
Wisconsin
$10.6M +$129K +1,354 +1%
Hudson Bay Capital Management
783
Hudson Bay Capital Management
Connecticut
$10.6M +$10.6M +96,462 New
MA
784
Montag & Associates
Georgia
$10.6M +$421K +3,824 +4%
AC
785
Alley Company
Illinois
$10.6M -$116K -1,055 -1%
BC
786
Bartlett & Co
Ohio
$10.6M +$779K +7,084 +8%
BCWM
787
Bartlett & Co Wealth Management
Ohio
$10.6M +$10.6M +96,080 New
ECM
788
ETrade Capital Management
Virginia
$10.5M -$1.56M -14,173 -13%
MCM
789
Maltese Capital Management
New York
$10.4M +$10.4M +95,000 New
SCM
790
Silvant Capital Management
Georgia
$10.4M +$10.4M +94,560 New
MIA
791
MainStreet Investment Advisors
Illinois
$10.4M +$829K +7,542 +9%
I
792
IberiaBank
Louisiana
$10.4M +$159K +1,447 +2%
VFA
793
Valeo Financial Advisors
Indiana
$10.3M -$408K -3,707 -4%
KOCAA
794
Knights of Columbus Asset Advisors
Connecticut
$10.3M +$3.02M +27,450 +41%
CBOR
795
Community Bank of Raymore
Missouri
$10.3M -$5.83K -53 -0.1%
AP
796
Advisor Partners
California
$10.2M +$357K +3,242 +4%
PAM
797
Paradigm Asset Management
New York
$10.2M -$649K -5,900 -6%
CCC
798
Cincinnati Casualty Company
Ohio
$10.2M – – –
CSUI
799
Cincinnati Specialty Underwriters Insurance
Ohio
$10.2M – – –
JMFC
800
J.M. Forbes & Co
Massachusetts
$10.2M +$195K +1,776 +2%
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32
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