JPM icon

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 %
TC
976
Telemus Capital
Michigan
$6.52M -$341K -3,097 -5%
ISB
977
Iowa State Bank
Iowa
$6.52M -$574K -5,222 -8%
BFIM
978
Beese Fulmer Investment Management
Ohio
$6.5M +$194K +1,767 +3%
SC
979
Schulhoff & Co
Ohio
$6.48M -$18.3K -166 -0.3%
FAM
980
Foresters Asset Management
Ontario, Canada
$6.45M +$454K +6,300 +8%
UFF
981
USA Financial Formulas
Michigan
$6.42M +$3.82M +34,782 +148%
MCMT
982
Moon Capital Management (Tennessee)
Tennessee
$6.41M -$791K -7,194 -11%
PAM
983
Peak Asset Management
Colorado
$6.41M +$2.09K +19 +0%
KWMG
984
King Wealth Management Group
Florida
$6.4M +$33.3K +303 +0.5%
UR
985
USCA RIA
Texas
$6.38M +$577K +5,250 +10%
FLII
986
First Long Island Investors
New York
$6.37M +$5.72M +51,979 +875%
UFG
987
United Fire Group
Iowa
$6.35M – – –
FDCC
988
Foster Dykema Cabot & Co
Massachusetts
$6.34M +$34.8K +316 +0.6%
CFA
989
Capstone Financial Advisors
Illinois
$6.33M -$72.7K -661 -1%
DWT
990
Dorsey & Whitney Trust
South Dakota
$6.33M -$57.9K -526 -0.9%
AIM
991
ARGA Investment Management
Connecticut
$6.31M -$52.2K -475 -0.8%
BAAM
992
Baker Avenue Asset Management
California
$6.26M -$60.4K -549 -1%
WPP
993
Whalerock Point Partners
Rhode Island
$6.24M +$11.5K +105 +0.2%
ANBT
994
American National Bank & Trust
Texas
$6.23M -$294K -2,672 -5%
WCM
995
Whitener Capital Management
North Carolina
$6.22M +$250K +2,275 +4%
LWM
996
Lyell Wealth Management
California
$6.21M +$41.3K +376 +0.7%
Jones Financial Companies
997
Jones Financial Companies
Missouri
$6.2M -$776K -7,061 -11%
PP
998
Pegasus Partners
Wisconsin
$6.2M -$1.8M -16,344 -22%
DCM
999
Delta Capital Management
New Jersey
$6.19M -$90.2K -820 -1%
CCMINC
1000
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.18M -$137K -1,247 -2%
38 39
40
41 42