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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 %
PTC
851
Private Trust Company
Ohio
$8.73M +$201K +1,827 +2%
BOTW
852
Bank of the West
California
$8.72M -$373K -3,393 -4%
WP
853
WealthPLAN Partners
Nebraska
$8.69M +$947K +8,611 +12%
NPF
854
Norris Perne & French
Michigan
$8.69M -$113K -1,023 -1%
RWP
855
RWA Wealth Partners
Massachusetts
$8.64M -$3.14M -28,553 -27%
KRSITF
856
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.64M -$1.49M -13,576 -15%
TBA
857
Tower Bridge Advisors
Pennsylvania
$8.63M -$110K -1,000 -1%
Temasek Holdings
858
Temasek Holdings
Singapore
$8.6M -$10.8M -98,005 -56%
CHA
859
Cedar Hill Associates
Illinois
$8.6M -$171K -1,554 -2%
MRCM
860
M&R Capital Management
New Jersey
$8.57M +$15.3K +139 +0.2%
OWD
861
Osborn Williams & Donohoe
Ohio
$8.54M -$35.3K -321 -0.4%
AC
862
Addenda Capital
Quebec, Canada
$8.51M -$253K -2,301 -3%
QC
863
Quadrature Capital
United Kingdom
$8.49M +$8.49M +77,252 New
PIM
864
Penobscot Investment Management
Massachusetts
$8.48M +$2.13M +19,406 +34%
GI
865
Gradient Investments
Minnesota
$8.47M -$484K -4,399 -5%
RCM
866
Riverhead Capital Management
Delaware
$8.43M -$341K -3,100 -4%
DLG
867
Daniel L. Goodwin
$8.42M – – –
NWM
868
Nicola Wealth Management
British Columbia, Canada
$8.36M +$8.36M +76,000 New
QF
869
QVT Financial
New York
$8.34M – – –
DP
870
Dearborn Partners
Illinois
$8.34M -$84.2K -766 -1%
H
871
HoyleCohen
California
$8.29M +$113K +1,026 +1%
RAM
872
Riggs Asset Management
Pennsylvania
$8.29M +$8.25K +75 +0.1%
MP
873
MSD Partners
New York
$8.25M – – –
MMA
874
Miracle Mile Advisors
California
$8.25M +$7.25M +65,930 +728%
DLCIG
875
D.L. Carlson Investment Group
New Hampshire
$8.24M -$822K -7,475 -9%
33 34
35
36 37