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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 %
Simplex Trading
826
Simplex Trading
Illinois
$9.33M +$9.33M +84,819 New
EWM
827
Edge Wealth Management
New York
$9.32M -$217K -1,971 -2%
FG
828
Fiduciary Group
Georgia
$9.29M -$109K -991 -1%
EVM
829
Evelyn V. Moreno
$9.26M -$179K -1,631 -2%
GFA
830
Gifford Fong Associates
California
$9.22M +$9.22M +83,800 New
LIM
831
Leavell Investment Management
Alabama
$9.21M -$189K -1,722 -2%
CAN
832
Cetera Advisor Networks
California
$9.2M -$128K -1,166 -1%
GW
833
GW & Wade
Massachusetts
$9.18M +$502K +4,561 +6%
BWFA
834
Baltimore-Washington Financial Advisors
Maryland
$9.18M +$933K +8,481 +11%
BCMO
835
Buckingham Capital Management (Ohio)
Ohio
$9.14M -$269K -2,448 -3%
AHC
836
Anderson Hoagland & Co
Missouri
$9.12M -$72.8K -662 -0.8%
CCP
837
Corient Capital Partners
California
$9.02M -$1.18M -10,771 -12%
FC
838
Ferris Capital
Massachusetts
$9M -$885K -8,052 -9%
CCG
839
Cypress Capital Group
Florida
$8.97M +$219K +1,990 +3%
HAM
840
Highstreet Asset Management
Ontario, Canada
$8.97M +$1.15M +10,494 +15%
CSC
841
Cove Street Capital
California
$8.95M -$1.27M -11,590 -12%
KCP
842
KDI Capital Partners
North Carolina
$8.93M +$1.02M +9,316 +13%
AAM
843
AR Asset Management
California
$8.92M -$22K -200 -0.2%
IRF
844
IBM Retirement Fund
New York
$8.9M -$998K -9,073 -10%
SAM
845
Security Asset Management
New York
$8.89M -$106K -966 -1%
VW
846
Vantage Wealth
California
$8.84M -$1.48M -13,496 -14%
UOC
847
UBS O'Connor
Illinois
$8.8M +$715K +6,500 +9%
TAM
848
Telemark Asset Management
Massachusetts
$8.8M +$8.8M +80,000 New
CCM
849
Compton Capital Management
Rhode Island
$8.75M +$29.8K +271 +0.3%
SFS
850
Strategic Financial Services
New York
$8.74M -$70.7K -643 -0.8%
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