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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 %
RC
1201
Roundview Capital
New Jersey
$3.93M -$399K -3,624 -9%
MBTD
1202
Mechanics Bank - Trust Department
California
$3.92M +$56.6K +515 +1%
IMOV
1203
Investment Management of Virginia
Virginia
$3.92M -$68.3K -621 -2%
CCA
1204
Checchi Capital Advisers
California
$3.91M +$28K +255 +0.7%
PFS
1205
Prospera Financial Services
Texas
$3.9M +$470K +4,261 +14%
BI
1206
Boulegeris Investments
Georgia
$3.9M +$257K +2,335 +7%
SAM
1207
Symphony Asset Management
California
$3.89M +$596K +5,422 +18%
TBNY
1208
Trustco Bank (New York)
New York
$3.89M -$84.4K -767 -2%
LCC
1209
Lincoln Capital Corp
Rhode Island
$3.87M +$4.18K +38 +0.1%
DT
1210
Diversified Trust
Tennessee
$3.87M +$22.9K +208 +0.6%
SMFG
1211
Sumitomo Mitsui Financial Group
Japan
$3.86M +$415K +3,774 +12%
GKFF
1212
George Kaiser Family Foundation
Oklahoma
$3.86M – – –
LBC
1213
Lawrence B. Cohen
$3.85M -$408K -3,715 -10%
TCM
1214
Teza Capital Management
Illinois
$3.83M +$2.57M +23,346 +203%
PWS
1215
Peloton Wealth Strategists
Indiana
$3.82M -$77K -700 -2%
OCM
1216
One Capital Management
California
$3.82M -$81.6K -742 -2%
BDWM
1217
Brewin Dolphin Wealth Management
Ireland
$3.8M +$58.8K +535 +2%
GSC
1218
G&S Capital
Colorado
$3.8M -$8.69K -79 -0.2%
ADL
1219
Asset Dedication LLC
California
$3.8M +$512K +4,657 +16%
SGA
1220
Strategic Global Advisors
California
$3.79M -$440 -4 -0%
IC
1221
Investment Counsel
Michigan
$3.78M +$35.2K +320 +0.9%
CS
1222
Comerica Securities
Michigan
$3.78M +$276K +2,512 +8%
WIC
1223
Woodmont Investment Counsel
Tennessee
$3.77M -$245K -2,227 -6%
LOAME
1224
Lombard Odier Asset Management (Europe)
United Kingdom
$3.76M -$469K -4,262 -11%
GH
1225
GAM Holding
Switzerland
$3.76M -$353K -3,207 -9%
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