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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 %
WCM
1176
Washington Capital Management
Washington
$4.08M -$16.5K -150 -0.4%
SSI
1177
Scott & Selber Inc
Texas
$4.08M -$41.8K -380 -1%
WIM
1178
Waverton Investment Management
United Kingdom
$4.08M +$52.4K +476 +1%
AC
1179
Abbrea Capital
California
$4.08M +$273K +2,482 +7%
KHLMVGHM
1180
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.07M +$4.07M +36,680 New
CBU
1181
CIBC Bank USA
Illinois
$4.07M -$1.18M -10,741 -22%
HW
1182
Hedeker Wealth
Illinois
$4.07M +$167K +1,519 +4%
Cetera Investment Advisers
1183
Cetera Investment Advisers
Illinois
$4.05M -$626K -5,698 -13%
SFWA
1184
Summit Financial Wealth Advisors
Louisiana
$4.05M +$598K +5,434 +17%
GXMC
1185
Global X Management Company
New York
$4.05M -$153K -1,392 -4%
SCP
1186
Silverleafe Capital Partners
Tennessee
$4.04M +$158K +1,437 +4%
AL
1187
Aspiriant LLC
California
$4.03M +$3.68M +33,503 +1,061%
NEPWA
1188
New England Private Wealth Advisors
Massachusetts
$4.03M -$250K -2,274 -6%
SCM
1189
Stonebridge Capital Management
California
$4.03M +$27.6K +250 +0.7%
LPIC
1190
LeJeune Puetz Investment Counsel
Michigan
$4M -$13.7K -125 -0.3%
SFSIG
1191
San Francisco Sentry Investment Group
California
$4M +$155K +1,405 +4%
CPIM
1192
Columbia Partners Investment Management
Virginia
$3.99M +$848K +7,716 +27%
VLKIM
1193
Van Lanschot Kempen Investment Management
Netherlands
$3.98M -$72K -655 -2%
GIA
1194
Guyasuta Investment Advisors
Pennsylvania
$3.98M -$8.47K -77 -0.2%
BSB
1195
Bangor Savings Bank
Maine
$3.96M +$15.6K +142 +0.4%
WAS
1196
Winch Advisory Services
Wisconsin
$3.95M +$369K +3,351 +10%
BBHC
1197
Brown Brothers Harriman & Co
New York
$3.95M -$656K -5,967 -14%
MPA
1198
Marvin & Palmer Associates
Delaware
$3.95M +$460K +4,184 +13%
AIM
1199
Advantage Investment Management
Iowa
$3.94M -$2.2K -20 -0.1%
MSWM
1200
Mader & Shannon Wealth Management
Missouri
$3.93M +$2.02M +18,373 +106%
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