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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 %
FCT
951
Family Capital Trust
Massachusetts
$6.9M -$295K -2,685 -4%
CCM
952
Crossvault Capital Management
Texas
$6.89M +$136K +1,235 +2%
EFS
953
Essex Financial Services
Connecticut
$6.89M -$250K -2,270 -3%
AA
954
Apriem Advisors
California
$6.89M -$235K -2,134 -3%
LNWWM
955
Laird Norton Wetherby Wealth Management
California
$6.87M +$161K +1,463 +2%
Susquehanna International Group
956
Susquehanna International Group
Pennsylvania
$6.84M +$6.84M +62,191 New
TCOT
957
Trust Company of Toledo
Ohio
$6.81M -$54.8K -498 -0.8%
SCA
958
Stieven Capital Advisors
Missouri
$6.81M -$44K -400 -0.6%
KCM
959
Kornitzer Capital Management
Kansas
$6.78M +$31.7K +288 +0.5%
SEC
960
Seven Eight Capital
New York
$6.77M +$6.77M +61,600 New
LFAS
961
Level Four Advisory Services
Texas
$6.77M +$319K +2,905 +5%
III
962
Independent Investors Inc
New York
$6.75M +$11K +100 +0.2%
MWAC
963
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.74M -$63K -573 -0.9%
GPC
964
Guardian Point Capital
Virginia
$6.71M – – –
MWM
965
Meridian Wealth Management
Kentucky
$6.7M +$395K +3,589 +6%
GCM
966
Garland Capital Management
Washington
$6.67M -$2.75K -25 -0%
ANTB
967
AMG National Trust Bank
Colorado
$6.67M -$800K -7,272 -11%
EIM
968
Essex Investment Management
Massachusetts
$6.66M -$676K -6,146 -9%
LWCFA
969
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.65M +$396K +3,600 +6%
CFC
970
Cincinnati Financial Corp
Ohio
$6.6M – – –
SIC
971
Sigma Investment Counselors
Michigan
$6.55M -$855K -7,777 -12%
SCM
972
Schnieders Capital Management
California
$6.55M +$276K +2,513 +4%
SCA
973
Sage Capital Advisors
South Dakota
$6.54M -$4.95K -45 -0.1%
WTFG
974
Wells Trecaso Financial Group
Ohio
$6.54M +$270K +2,455 +4%
FWM
975
Frontier Wealth Management
Missouri
$6.52M +$2.9M +26,360 +80%
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