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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 %
WS
1226
Wedbush Securities
California
$3.74M -$153K -1,388 -4%
AIC
1227
Argus Investors Counsel
New York
$3.72M +$75.6K +792 +2%
FA
1228
FMA Advisory
Pennsylvania
$3.71M +$78.9K +717 +2%
TWA
1229
TCI Wealth Advisors
Arizona
$3.7M -$77.4K -704 -2%
BIM
1230
Beach Investment Management
Pennsylvania
$3.69M – – –
ANRIA
1231
American National Registered Investment Advisor
Texas
$3.69M -$73.9K -672 -2%
GC
1232
Grimes & Company
Massachusetts
$3.65M +$1.9M +17,303 +109%
LA
1233
LVW Advisors
New York
$3.64M -$232K -2,107 -6%
VAS
1234
Valicenti Advisory Services
New York
$3.64M +$4.29K +39 +0.1%
MCP
1235
Mirador Capital Partners
California
$3.62M -$18.3K -168 -0.5%
FPS
1236
Fieldpoint Private Securities
Connecticut
$3.62M +$324K +2,951 +10%
GD
1237
Grandfield & Dodd
New York
$3.6M -$27.5K -250 -0.8%
MCM
1238
Maryland Capital Management
Maryland
$3.6M -$74.2K -675 -2%
AWM
1239
Avior Wealth Management
Nebraska
$3.6M -$258K -2,358 -7%
CAL
1240
Capital Analysts LLC
Pennsylvania
$3.59M +$46.3K +421 +1%
TSWM
1241
Triangle Securities Wealth Management
North Carolina
$3.59M -$166K -1,510 -4%
IAMOG
1242
Investors Asset Management of Georgia
Georgia
$3.57M -$15.5K -141 -0.4%
MNBTD
1243
Moody National Bank Trust Division
Texas
$3.57M -$71.5K -650 -2%
BHB
1244
Bank Hapoalim BM
Israel
$3.56M -$210K -1,905 -6%
WIC
1245
Whitegate Investment Counselors
New Hampshire
$3.56M +$65.4K +595 +2%
SM
1246
Salzhauer Michael
$3.55M – – –
GT
1247
Greenleaf Trust
Michigan
$3.55M +$203K +1,850 +6%
TIA
1248
Tiemann Investment Advisors
California
$3.54M +$70K +636 +2%
PA
1249
Parallel Advisors
California
$3.54M +$328K +2,985 +10%
DVM
1250
Dreman Value Management
Florida
$3.53M -$267K -2,431 -7%
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50
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