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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 %
ECM
1076
Elgethun Capital Management
South Dakota
$5.08M -$309K -2,807 -6%
CG
1077
Cutler Group
California
$5.08M -$38M -345,829 -88%
ECM
1078
EagleClaw Capital Management
Massachusetts
$5.08M -$27.5K -250 -0.5%
AWP
1079
Ascent Wealth Partners
New York
$5.07M +$69.3K +630 +1%
RC
1080
RegentAtlantic Capital
New Jersey
$5.07M +$1.79M +16,266 +54%
Arrowstreet Capital
1081
Arrowstreet Capital
Massachusetts
$5.07M +$1.2M +10,900 +31%
BFEC
1082
Benjamin F. Edwards & Company
Missouri
$5.06M +$1.05M +9,588 +26%
SBL
1083
Sargent Bickham Lagudis
Colorado
$5.05M -$27.6K -251 -0.5%
RCM
1084
Radnor Capital Management
Pennsylvania
$5.03M -$14.8K -135 -0.3%
CWM
1085
Circle Wealth Management
New Jersey
$5.01M +$739K +6,721 +17%
MMG
1086
Monetary Management Group
Missouri
$5M -$1.01M -9,175 -17%
KPCM
1087
Kings Point Capital Management
New York
$5M +$498K +4,526 +11%
CNC
1088
Citizens & Northern Corp
Pennsylvania
$4.99M -$164K -1,493 -3%
RAM
1089
Redmond Asset Management
Virginia
$4.99M -$610K -5,545 -11%
DR
1090
Davis Rea
Ontario, Canada
$4.99M +$1.47M +13,387 +42%
JG
1091
Jefferies Group
New York
$4.98M -$2.33M -21,178 -32%
CCP
1092
Cardan Capital Partners
Colorado
$4.98M +$661K +6,007 +15%
CSA
1093
Cottage Street Advisors
Massachusetts
$4.95M -$11K -100 -0.2%
HCA
1094
Horan Capital Advisors
Ohio
$4.91M +$80.4K +731 +2%
MIAN
1095
Mariner Independent Advisor Network
Kansas
$4.9M +$3.01M +27,411 +160%
AWM
1096
Altavista Wealth Management
North Carolina
$4.88M +$663K +6,031 +16%
SPC
1097
Salient Private Client
Texas
$4.88M +$4.88M +44,376 New
BPM
1098
Bowling Portfolio Management
Ohio
$4.87M -$3.95M -35,873 -45%
AIS
1099
AlphaOne Investment Services
Pennsylvania
$4.87M +$6.6K +60 +0.1%
AB
1100
AT Bancorp
Iowa
$4.85M -$737K -6,706 -13%
42 43
44
45 46