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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 %
NCM
926
Novare Capital Management
North Carolina
$7.32M +$425K +3,863 +6%
JWBC
927
J.W. Burns & Co
New York
$7.31M +$60.3K +548 +0.8%
TCM
928
Tradition Capital Management
New Jersey
$7.3M +$151K +1,377 +2%
RAG
929
Roof Advisory Group
Pennsylvania
$7.3M +$163K +1,481 +2%
PGIM
930
Pacific Global Investment Management
California
$7.29M -$118K -1,074 -2%
KLWA
931
Kelly Lawrence W & Associates
California
$7.28M +$616K +5,600 +9%
MC
932
MRJ Capital
New York
$7.28M +$88K +800 +1%
WCM
933
Windward Capital Management
California
$7.27M -$5.61K -51 -0.1%
KWM
934
Kingsview Wealth Management
Oregon
$7.26M +$4.4M +40,051 +154%
PT
935
Plimoth Trust
Massachusetts
$7.25M +$484K +4,401 +7%
RM
936
Resource Management
Louisiana
$7.23M -$13.5K -123 -0.2%
AIMCA
937
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.18M +$550K +5,000 +8%
ACM
938
Aviance Capital Management
Florida
$7.15M -$430K -3,914 -6%
BAS
939
Brown Advisory Securities
Maryland
$7.12M +$51.9K +472 +0.7%
PC
940
Port Capital
Illinois
$7.07M -$23.9K -217 -0.3%
GAM
941
Griffin Asset Management
New York
$7.07M +$76.4K +695 +1%
BIP
942
Brandes Investment Partners
California
$7.05M -$11.9M -108,663 -63%
AC
943
Argentiere Capital
Switzerland
$7.05M -$1.78M -16,220 -20%
BCM
944
BlueCrest Capital Management
Jersey
$7.05M -$4.4M -40,024 -38%
PWA
945
Providence Wealth Advisors
Illinois
$7.02M +$7.02M +65,118 New
QOP
946
Quinn Opportunity Partners
Virginia
$6.98M +$4.89M +44,500 +234%
DIA
947
Denver Investment Advisors
Colorado
$6.98M -$116K -1,056 -2%
ASN
948
Advisory Services Network
Georgia
$6.97M +$726K +6,601 +12%
ECM
949
Exchange Capital Management
Michigan
$6.96M -$1.24M -11,248 -15%
STA
950
Summit Trail Advisors
New York
$6.91M +$1.88M +25,269 +37%
36 37
38
39 40