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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 %
SWM
1051
Segment Wealth Management
Texas
$5.48M -$26.2K -238 -0.5%
PPSG
1052
Princeton Portfolio Strategies Group
New Jersey
$5.45M -$4.99M -45,403 -48%
BCM
1053
Brookmont Capital Management
Texas
$5.44M -$4.96M -45,135 -48%
NA
1054
NewEdge Advisors
Louisiana
$5.42M +$1.13M +10,519 +27%
WIM
1055
Wittenberg Investment Management
Massachusetts
$5.4M -$190K -1,730 -3%
BCCM
1056
Bridge Creek Capital Management
Massachusetts
$5.38M -$194K -1,760 -3%
CCM
1057
Copeland Capital Management
Pennsylvania
$5.36M -$47.7K -434 -0.9%
TB
1058
Terril Brothers
Missouri
$5.36M -$110K -1,000 -2%
CHAM
1059
Clear Harbor Asset Management
Connecticut
$5.34M -$115K -1,050 -2%
P
1060
Pitcairn
Pennsylvania
$5.33M -$279K -2,537 -5%
AIA
1061
Allied Investment Advisors
Montana
$5.33M -$522K -4,743 -9%
FC
1062
Fulcrum Capital
Washington
$5.3M +$4.74M +43,070 +835%
PL
1063
Parthenon LLC
Kentucky
$5.3M -$80.8K -735 -2%
IB
1064
Intrust Bank
Kansas
$5.27M +$129K +1,175 +3%
PWW
1065
Pettyjohn Wood & White
Virginia
$5.22M +$287K +2,610 +6%
WAM
1066
Wealthspire Advisors (Maryland)
Maryland
$5.18M -$93K -846 -2%
NCMW
1067
Northern Capital Management (Wisconsin)
Wisconsin
$5.17M -$43.4K -395 -0.8%
WC
1068
Whitney & Co
New York
$5.17M +$363K +3,305 +8%
GJIC
1069
Gamble Jones Investment Counsel
California
$5.16M -$150K -1,360 -3%
EM
1070
Excalibur Management
Massachusetts
$5.15M +$45.2K +411 +0.9%
HWA
1071
HCR Wealth Advisors
California
$5.14M +$10.3K +94 +0.2%
SFS
1072
Sowell Financial Services
Arkansas
$5.14M +$5.14M +47,634 New
AI
1073
Atria Investments
North Carolina
$5.12M +$94.7K +861 +2%
ACM
1074
Adalta Capital Management
New York
$5.11M +$22K +200 +0.4%
UF
1075
Univest Financial
Pennsylvania
$5.09M -$918K -8,350 -15%
41 42
43
44 45