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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 %
APA
1001
American Portfolios Advisors
New York
$6.18M +$1.66M +15,054 +37%
HBT
1002
Hills Bank & Trust
Iowa
$6.17M -$108K -978 -2%
AIM
1003
AMI Investment Management
Indiana
$6.17M +$2.75K +25 +0%
SIA
1004
SeaBridge Investment Advisors
New Jersey
$6.16M -$301K -2,738 -5%
MCM
1005
Mengis Capital Management
Oregon
$6.11M +$257K +2,340 +4%
CIM
1006
Cambria Investment Management
California
$6.1M -$1.85M -16,857 -23%
PTB
1007
Pioneer Trust Bank
Oregon
$6.09M -$15.9K -145 -0.3%
BWM
1008
Buckley Wealth Management
Nevada
$6.07M -$22K -200 -0.4%
BO
1009
BRR OpCo
Ohio
$6.07M -$3.19K -29 -0.1%
PL
1010
Parkwood LLC
Ohio
$6.06M -$1.18M -10,704 -16%
TF
1011
Tompkins Financial
New York
$6.06M +$390K +3,547 +7%
BRWA
1012
B. Riley Wealth Advisors
Florida
$6.06M -$821K -7,460 -12%
AIP
1013
ARS Investment Partners
New York
$6.04M +$178K +1,617 +3%
CBN
1014
Cadence Bank NA
Texas
$6.01M +$51.4K +467 +0.9%
RP
1015
Rice Partnership
Hawaii
$6.01M +$75.5K +687 +1%
CB
1016
Community Bank
New York
$5.99M -$292K -2,658 -5%
BCA
1017
Bray Capital Advisors
Florida
$5.95M -$76.2K -693 -1%
AUB
1018
Atlantic Union Bankshares
Virginia
$5.91M -$120K -1,094 -2%
VCA
1019
Verdence Capital Advisors
Maryland
$5.9M +$2.71M +24,599 +85%
HSA
1020
HBK Sorce Advisory
Pennsylvania
$5.89M -$76.2K -693 -1%
GIA
1021
GHP Investment Advisors
Colorado
$5.89M +$86.5K +787 +1%
AIA
1022
AGF Investments America
Ontario, Canada
$5.86M -$685K -6,228 -10%
AAF
1023
Andra AP-fonden
Sweden
$5.86M -$5.22M -47,500 -47%
FB
1024
Fulton Bank
Pennsylvania
$5.85M +$80.6K +733 +1%
JFGIW
1025
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.84M -$226K -2,058 -4%
39 40
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