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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 %
GWM
1126
Geneos Wealth Management
Colorado
$4.57M -$311K -2,832 -6%
CCM
1127
Coldstream Capital Management
Washington
$4.56M -$60.7K -552 -1%
SWM
1128
Stockman Wealth Management
Montana
$4.55M -$48.5K -441 -1%
IFAM
1129
Institutional & Family Asset Management
Colorado
$4.55M -$1.34M -12,179 -23%
ACP
1130
Aviance Capital Partners
Florida
$4.54M +$35.5K +323 +0.8%
BCM
1131
Beck Capital Management
Texas
$4.54M +$131K +1,187 +3%
PFM
1132
Premier Fund Managers
United Kingdom
$4.52M – – –
PA
1133
Perennial Advisors
New York
$4.52M +$483K +4,396 +12%
RC
1134
RBF Capital
California
$4.51M – – –
ACM
1135
Alpha Capital Management
Texas
$4.51M -$172K -1,560 -4%
CAM
1136
Close Asset Management
United Kingdom
$4.51M +$1.74M +16,102 +63%
EGA
1137
E&G Advisors
Texas
$4.48M -$352K -3,199 -7%
GIA
1138
Granite Investment Advisors
New Hampshire
$4.48M +$143K +1,299 +3%
JAM
1139
Jolley Asset Management
North Carolina
$4.46M -$981K -8,918 -18%
SAM
1140
Sawgrass Asset Management
Florida
$4.44M -$67.1K -610 -1%
AAMA
1141
Advanced Asset Management Advisors
Ohio
$4.44M – – –
AF
1142
Advisornet Financial
Minnesota
$4.43M +$42K +382 +1%
MBA
1143
McQueen Ball & Associates
Pennsylvania
$4.43M +$60.8K +553 +1%
ITIM
1144
Indiana Trust & Investment Management
Indiana
$4.42M -$58K -527 -1%
DGHMC
1145
Dalton, Greiner, Hartman, Maher & Co
New York
$4.41M -$15M -136,500 -77%
WCA
1146
Westover Capital Advisors
Delaware
$4.4M +$1.55M +14,138 +55%
AA
1147
ALPS Advisors
Colorado
$4.4M +$1.61M +14,624 +58%
CAM
1148
Columbia Asset Management
Michigan
$4.4M +$207K +1,815 +5%
MFS
1149
Monetta Financial Services
Illinois
$4.4M – – –
PAPAIJV
1150
Paragon Associates & Paragon Associates II Joint Venture
Texas
$4.4M +$4.4M +40,000 New
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46
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