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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
$1.86B
2
O
OppenheimerFunds
New York
$995M
3
UBS Group
UBS Group
Switzerland
$1.99B
4
Deutsche Bank
Deutsche Bank
Germany
$1.85B
5
Vanguard Group
Vanguard Group
Pennsylvania
$28B

Top Sellers

1
State Street
State Street
Massachusetts
$17.3B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$837M
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.92B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$1.49B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$9.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$399M -$7.33M -66,684 -2%
Pzena Investment Management
102
Pzena Investment Management
New York
$396M -$31.2M -284,019 -7%
US Bancorp
103
US Bancorp
Minnesota
$387M -$4.6M -41,837 -1%
Diamond Hill Capital Management
104
Diamond Hill Capital Management
Ohio
$381M -$101M -915,478 -21%
Hotchkis & Wiley Capital Management
105
Hotchkis & Wiley Capital Management
California
$381M -$56.6M -515,000 -13%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$353M -$4.4M -40,030 -1%
PAM
107
Panagora Asset Management
Massachusetts
$351M +$5.04M +45,841 +1%
BG
108
Bahl & Gaynor
Ohio
$350M -$21.5M -195,328 -6%
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$342M -$34.8M -316,017 -9%
SO
110
STRS Ohio
Ohio
$338M -$5.45M -49,575 -2%
Acadian Asset Management
111
Acadian Asset Management
Massachusetts
$335M -$57.9M -526,902 -15%
Mawer Investment Management
112
Mawer Investment Management
Alberta, Canada
$332M +$10.7M +97,354 +3%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$325M -$11.5M -104,724 -3%
USAA
114
United Services Automobile Association
Texas
$323M -$179K -1,628 -0.1%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$310M -$26.1M -236,931 -8%
National Pension Service
116
National Pension Service
South Korea
$300M -$3.5M -31,859 -1%
T
117
Thomaspartners
Massachusetts
$296M -$188K -1,713 -0.1%
Retirement Systems of Alabama
118
Retirement Systems of Alabama
Alabama
$291M -$4.62M -41,968 -2%
Aristotle Capital Management
119
Aristotle Capital Management
California
$290M +$7.89M +71,751 +3%
Aviva
120
Aviva
United Kingdom
$290M -$16M -145,078 -5%
JFL
121
Jarislowsky, Fraser Ltd
Quebec, Canada
$287M -$4.9M -44,544 -2%
Brown Advisory
122
Brown Advisory
Maryland
$285M -$11.1M -101,182 -4%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$279M -$52.3M -475,997 -16%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$273M +$10.4M +94,143 +4%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$272M -$36.9M -335,608 -12%
3 4
5
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