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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 %
NEI
801
Northwest & Ethical Investments
Ontario, Canada
$10.2M -$614K -5,579 -6%
FM
802
Foster & Motley
Ohio
$10.2M -$316K -2,871 -3%
CDH
803
Charles D. Hyman
$10.1M +$1.14M +10,365 +13%
FAT
804
First American Trust
California
$10.1M +$6.6K +60 +0.1%
BCM
805
BTC Capital Management
Iowa
$10.1M +$478K +4,343 +5%
HRC
806
Hoertkorn Richard Charles
$10.1M +$22K +200 +0.2%
Marshall Wace
807
Marshall Wace
United Kingdom
$10M -$11.8M -107,597 -54%
WSCM
808
Wellington Shields Capital Management
New York
$10M +$398K +3,617 +4%
CCM
809
Channing Capital Management
Illinois
$9.97M +$14.1K +128 +0.1%
BIA
810
Biondo Investment Advisors
Pennsylvania
$9.89M -$323K -2,935 -3%
NEAM
811
New England Asset Management
Connecticut
$9.87M +$253K +2,300 +3%
OMC
812
Overbrook Management Corp
New York
$9.85M -$734K -6,677 -7%
MC
813
Moors & Cabot
Massachusetts
$9.84M +$607K +5,524 +7%
AT
814
Arden Trust
Delaware
$9.84M -$294K -2,675 -3%
BSPF
815
British Steel Pension Fund
United Kingdom
$9.77M – – –
CAM
816
Cypress Asset Management
Texas
$9.7M -$4.19M -38,119 -30%
BOH
817
Bank of Hawaii
Hawaii
$9.7M +$102K +923 +1%
FNFDCM
818
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.63M -$101K -915 -1%
MYLI
819
Meiji Yasuda Life Insurance
Japan
$9.62M -$1.34M -12,140 -12%
LSA
820
L & S Advisors
California
$9.57M +$355K +3,228 +4%
LPT
821
Legacy Private Trust
Wisconsin
$9.57M +$1.51M +13,695 +19%
HAG
822
HighPoint Advisor Group
Illinois
$9.53M +$89.1K +802 +0.9%
DWA
823
Douglass Winthrop Advisors
New York
$9.38M +$127K +1,155 +1%
GC
824
Gratus Capital
Georgia
$9.37M -$1.7M -15,446 -15%
WCMN
825
Westchester Capital Management (Nebraska)
Nebraska
$9.35M +$9.34M +84,931 +77,918%
31 32
33
34 35