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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 %
SAM
1026
Selway Asset Management
$5.82M -$329K -2,988 -5%
GCA
1027
Greenwood Capital Associates
South Carolina
$5.78M -$94.7K -861 -2%
BFA
1028
Bragg Financial Advisors
North Carolina
$5.77M +$411K +3,737 +8%
CIM
1029
CenturyLink Investment Management
Colorado
$5.77M – – –
TAM
1030
Tiverton Asset Management
Delaware
$5.76M +$1.69M +15,392 +42%
HIS
1031
Horizon Investment Services
Indiana
$5.74M -$177K -1,608 -3%
TW
1032
Transform Wealth
Colorado
$5.74M +$2.99M +27,173 +109%
BMM
1033
Buffington Mohr McNeal
Idaho
$5.73M +$3.33M +30,300 +139%
KJHP
1034
K.J. Harrison & Partners
Ontario, Canada
$5.7M +$559K +5,080 +11%
BTNA
1035
Bremer Trust National Association
Minnesota
$5.69M -$397K -3,606 -7%
CIC
1036
Cornercap Investment Counsel
Georgia
$5.67M -$48.9K -445 -0.9%
CA
1037
CapWealth Advisors
Tennessee
$5.66M -$34.1K -310 -0.6%
SNT
1038
Security National Trust
West Virginia
$5.65M -$371K -3,370 -6%
HFM
1039
Hartford Financial Management
Connecticut
$5.65M +$25.4K +231 +0.5%
IWA
1040
IBEX Wealth Advisors
New Jersey
$5.63M +$698K +6,978 +14%
WAS
1041
WESPAC Advisors SoCal
California
$5.63M +$107K +975 +2%
NMIFOAC
1042
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$5.62M – – –
DSC
1043
Duncker Streett & Co
Missouri
$5.61M +$539K +4,906 +11%
GFPC
1044
Global Financial Private Capital
Florida
$5.58M -$742K -6,750 -12%
RL
1045
Ruffer LLP
United Kingdom
$5.55M -$80.2M -745,443 -94%
KCMRT
1046
Kemper Corp Master Retirement Trust
Illinois
$5.55M -$275K -2,500 -5%
AAM
1047
Autus Asset Management
Arizona
$5.53M +$289K +2,632 +6%
AWCI
1048
Alpine Woods Capital Investors
New York
$5.52M -$440K -4,000 -7%
WC
1049
Woodstock Corp
Massachusetts
$5.52M +$134K +1,220 +2%
CSM
1050
CAMG Solamere Management
North Carolina
$5.49M +$159K +1,441 +3%
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42
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