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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 %
GP
901
Girard Partners
Pennsylvania
$7.78M +$151K +1,371 +2%
CEI
902
Clark Estates Inc
New York
$7.75M -$2.64K -24 -0%
CA
903
Cetera Advisors
Colorado
$7.73M +$146K +1,331 +2%
GC
904
Grace Capital
Massachusetts
$7.73M -$3.08M -28,131 -28%
BHWM
905
Bar Harbor Wealth Management
New Hampshire
$7.72M -$162K -1,469 -2%
AW
906
ACG Wealth
Georgia
$7.72M +$93.1K +847 +1%
CCM
907
CWH Capital Management
Washington
$7.7M -$79.7K -725 -1%
SPC
908
Sigma Planning Corp
Michigan
$7.7M +$262K +2,378 +4%
CWM
909
Catamount Wealth Management
Connecticut
$7.7M +$362K +3,290 +5%
EAM
910
EULAV Asset Management
Florida
$7.7M -$220K -2,000 -3%
BG
911
Bollard Group
Massachusetts
$7.69M +$188K +1,712 +3%
BAM
912
Boyar Asset Management
New York
$7.65M -$7.81K -71 -0.1%
TCA
913
Teewinot Capital Advisers
New York
$7.65M – – –
HC
914
Hendley & Co
Ohio
$7.62M -$50.1K -456 -0.7%
AF
915
Ally Financial
Michigan
$7.59M +$3.74M +34,000 +97%
IC
916
InterOcean Capital
Illinois
$7.52M -$497K -4,515 -6%
Westfield Capital Management
917
Westfield Capital Management
Massachusetts
$7.47M +$1.39M +12,595 +23%
LMIM
918
Lockheed Martin Investment Management
Maryland
$7.46M -$1.47M -13,400 -17%
GAM
919
Gotham Asset Management
New York
$7.44M +$2.22M +20,213 +43%
BOC
920
Barbara Oil Co
Illinois
$7.37M – – –
LTI
921
Laffer Tengler Investments
Tennessee
$7.36M -$753K -6,845 -9%
WBG
922
Wharton Business Group
Pennsylvania
$7.34M -$34.4K -313 -0.5%
CIA
923
Capital Investment Advisors
Georgia
$7.33M +$7.26K +66 +0.1%
VWM
924
Venturi Wealth Management
Texas
$7.32M -$737K -6,702 -9%
NCM
925
Nelson Capital Management
California
$7.32M -$27.5K -250 -0.4%
35 36
37
38 39