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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 %
ATC
876
Argent Trust Co
Tennessee
$8.2M +$4.11M +37,342 +100%
IAA
877
Independent Advisor Alliance
North Carolina
$8.18M +$826K +7,661 +11%
RIA
878
RPG Investment Advisory
California
$8.17M +$408K +3,709 +5%
BCM
879
Bourgeon Capital Management
Connecticut
$8.13M -$93.3K -848 -1%
CAPTRUST Financial Advisors
880
CAPTRUST Financial Advisors
North Carolina
$8.11M -$1.34M -12,391 -14%
PPCM
881
Pillar Pacific Capital Management
California
$8.02M +$244K +2,223 +3%
CC
882
Cannell & Co
New York
$8M -$1.96M -17,829 -20%
SB
883
Simmons Bank
Arkansas
$7.96M -$72.8K -662 -0.9%
TH
884
Timber Hill
Connecticut
$7.96M -$5.16M -46,949 -39%
BONST
885
Bank of Nova Scotia Trust
Ontario, Canada
$7.94M +$79.1K +719 +1%
WFMPM
886
Woodley Farra Manion Portfolio Management
Indiana
$7.93M -$425K -3,864 -5%
OMCS
887
Old Mutual Customised Solutions
South Africa
$7.91M -$88K -800 -1%
BAC
888
Boys Arnold & Co
North Carolina
$7.9M -$238K -2,133 -3%
WKWM
889
Walter & Keenan Wealth Management
Indiana
$7.9M – – –
SGCA
890
Steel Grove Capital Advisors
Tennessee
$7.9M +$398K +3,617 +5%
PAIM
891
Punch & Associates Investment Management
Minnesota
$7.89M -$192K -1,748 -2%
LW
892
Linscomb Wealth
Texas
$7.88M -$149K -1,353 -2%
CFA
893
Carroll Financial Associates
North Carolina
$7.87M -$312K -2,834 -4%
ECM
894
Everence Capital Management
Indiana
$7.87M – – –
WIS
895
Wright Investors Service
Connecticut
$7.84M +$656K +5,969 +9%
AF
896
Arrow Financial
New York
$7.83M -$79.5K -723 -1%
CRCM
897
Crystal Rock Capital Management
Illinois
$7.83M -$3.68M -33,450 -32%
CA
898
Continental Advisors
Utah
$7.82M – – –
SCM
899
Suffolk Capital Management
New York
$7.82M -$347K -3,154 -4%
OSNBOA
900
Old Second National Bank of Aurora
Illinois
$7.8M -$10.3K -94 -0.1%
34 35
36
37 38