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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 %
MUAMU
1151
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.4M -$880K -8,000 -17%
GP
1152
Geneva Partners
Wisconsin
$4.38M -$198K -1,805 -4%
AAM
1153
Augustine Asset Management
Florida
$4.37M -$456K -4,151 -9%
HCA
1154
Harbour Capital Advisors
Virginia
$4.37M -$110K -1,000 -2%
SA
1155
Strategic Advisors
New York
$4.37M +$227K +2,066 +5%
SFP
1156
Shepherd Financial Partners
Massachusetts
$4.36M -$26.9K -245 -0.6%
WF
1157
WoodTrust Financial
Wisconsin
$4.35M -$112K -1,014 -2%
RMSCM
1158
R.M. Sincerbeaux Capital Management
New York
$4.35M – – –
HA
1159
Halsey Associates
Connecticut
$4.33M -$211K -1,922 -5%
AMM
1160
American Money Management
California
$4.32M -$370K -3,365 -8%
PAI
1161
Pittenger & Anderson Inc
Nebraska
$4.29M +$120K +1,090 +3%
BA
1162
Baugh & Associates
Georgia
$4.24M -$13.7K -125 -0.3%
OA
1163
Oxbow Advisors
Texas
$4.23M +$131K +1,194 +3%
Qube Research & Technologies (QRT)
1164
Qube Research & Technologies (QRT)
United Kingdom
$4.2M +$4.2M +38,170 New
CWS
1165
Cypress Wealth Services
California
$4.18M -$20K -182 -0.5%
SIMM
1166
Stillwater Investment Management (Minnesota)
Minnesota
$4.16M +$24.3K +221 +0.6%
HT
1167
Heritage Trust
Oklahoma
$4.14M -$191K -1,739 -4%
DPIM
1168
Duff & Phelps Investment Management
Illinois
$4.13M -$74.8K -680 -2%
OC
1169
Oarsman Capital
Wisconsin
$4.13M +$37.1K +337 +0.9%
HIH
1170
HRS Investment Holdings
New York
$4.12M – – –
HCM
1171
Hall Capital Management
Rhode Island
$4.12M +$88.9K +808 +2%
BWAM
1172
Boyd Watterson Asset Management
Ohio
$4.12M -$90.8K -826 -2%
OIA
1173
Optimum Investment Advisors
Illinois
$4.11M +$38.7K +352 +1%
BKA
1174
Brick & Kyle Associates
Pennsylvania
$4.1M -$14.2K -129 -0.3%
LRPA
1175
L. Roy Papp & Associates
Arizona
$4.09M – – –
45 46
47
48 49