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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 %
MC
1101
Mathes Company
New York
$4.85M -$1.2M -10,898 -20%
VST
1102
Van Strum & Towne
California
$4.84M -$24K -218 -0.5%
TC
1103
Trust Company
Kansas
$4.84M -$6.94M -63,094 -59%
SACTSONJ
1104
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.84M -$605K -5,500 -11%
PP
1105
Paloma Partners
Connecticut
$4.84M -$18.6M -168,983 -79%
Walleye Trading
1106
Walleye Trading
New York
$4.83M +$4.83M +43,910 New
ACM
1107
Argyle Capital Management
Pennsylvania
$4.79M -$228K -2,070 -5%
LGC
1108
Laurel Grove Capital
California
$4.78M -$96.8K -880 -2%
YIA
1109
YHB Investment Advisors
Connecticut
$4.78M -$652K -5,925 -12%
WPIC
1110
White Pine Investment Company
Michigan
$4.77M -$57.2K -520 -1%
ST
1111
Somerset Trust
Pennsylvania
$4.75M +$3.96K +36 +0.1%
AFM
1112
Abbot Financial Management
Massachusetts
$4.75M -$34.4K -313 -0.7%
AC
1113
Arjuna Capital
North Carolina
$4.73M +$973K +8,847 +26%
CIG
1114
Consolidated Investment Group
Colorado
$4.73M – – –
RWA
1115
River Wealth Advisors
Pennsylvania
$4.69M -$79.8K -726 -2%
MCM
1116
McMillion Capital Management
North Carolina
$4.69M -$3.41K -31 -0.1%
GIM
1117
Goelzer Investment Management
Indiana
$4.68M +$71K +646 +2%
CIS
1118
Capital International Sarl
California
$4.68M -$55K -500 -1%
RWM
1119
Rench Wealth Management
Texas
$4.67M -$65.4K -595 -1%
BFO
1120
Boston Family Office
Massachusetts
$4.67M -$212K -1,927 -4%
EAMA
1121
EFG Asset Management (Americas)
Florida
$4.66M -$68.7K -618 -1%
BC
1122
Burney Company
Virginia
$4.65M -$739K -6,723 -14%
OAMG
1123
Odey Asset Management Group
United Kingdom
$4.61M – – –
FMWA
1124
Forvis Mazars Wealth Advisors
Missouri
$4.59M -$479K -4,355 -9%
WPW
1125
Winthrop Partners - WNY
New York
$4.58M +$11.3K +102 +0.2%
43 44
45
46 47