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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
$1.86B
2
O
OppenheimerFunds
New York
$995M
3
UBS Group
UBS Group
Switzerland
$1.99B
4
Deutsche Bank
Deutsche Bank
Germany
$1.85B
5
Vanguard Group
Vanguard Group
Pennsylvania
$28B

Top Sellers

1
State Street
State Street
Massachusetts
$17.3B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$837M
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.92B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$1.49B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
76
Fiduciary Management Inc
Wisconsin
$576M +$6.39M +58,135 +1%
RJA
77
Raymond James & Associates
Florida
$574M +$16.8M +152,977 +3%
TIM
78
Thornburg Investment Management
New Mexico
$568M -$119M -1,080,108 -17%
DZ Bank
79
DZ Bank
Germany
$563M +$4.91M +45,530 +0.9%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$560M -$4.04M -36,829 -0.7%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$555M -$99.2M -902,480 -15%
Fisher Asset Management
82
Fisher Asset Management
Washington
$550M +$14.3M +130,408 +3%
AGDR
83
AdamCapital Gestao de Recursos
Brazil
$536M +$267M +2,426,870 +99%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$534M -$11M -99,738 -2%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$525M -$1.66M -15,112 -0.3%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$522M -$16.6M -150,974 -3%
WT
87
Wellcome Trust
United Kingdom
$517M – – –
Fidelity International
88
Fidelity International
Bermuda
$515M +$56.4M +513,014 +12%
WRF
89
Waddell & Reed Financial
Kansas
$511M -$106M -963,419 -17%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$502M +$85M +773,178 +20%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$495M -$35.7M -325,000 -7%
Fayez Sarofim & Co
92
Fayez Sarofim & Co
Texas
$482M +$21K +191 +0%
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$476M -$3.61M -32,828 -0.8%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$463M -$5.5M -50,000 -1%
AL
95
AJO LP
Pennsylvania
$445M -$58.4M -530,684 -12%
Citigroup
96
Citigroup
New York
$437M +$119M +1,079,242 +37%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$433M -$21.2M -192,996 -5%
Lord, Abbett & Co
98
Lord, Abbett & Co
New Jersey
$424M -$40.3M -366,553 -9%
OAC
99
OMERS Administration Corp
Ontario, Canada
$422M +$219M +1,992,507 +108%
Canada Life
100
Canada Life
Manitoba, Canada
$405M -$8.62M -78,393 -2%
2 3
4
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