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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 %
BIA
1251
BMT Investment Advisors
Pennsylvania
$3.53M +$349K +3,175 +11%
BSW
1252
Buckingham Strategic Wealth
Missouri
$3.53M +$48.2K +438 +1%
VWM
1253
Valley Wealth Managers
New Jersey
$3.53M -$195K -1,772 -5%
RCAG
1254
Rehmann Capital Advisory Group
Michigan
$3.52M +$101K +916 +3%
CS
1255
Credential Securities
$3.52M -$184K -1,672 -5%
CWP
1256
Capital Wealth Planning
Florida
$3.52M +$3.52M +31,997 New
SFG
1257
SevenBridge Financial Group
Pennsylvania
$3.52M +$49.3K +459 +1%
MOS
1258
MGO One Seven
Ohio
$3.52M -$1.07M -9,742 -23%
HCM
1259
Howland Capital Management
Massachusetts
$3.52M +$654K +5,944 +23%
FA
1260
FCG Advisors
New Jersey
$3.51M +$129K +1,170 +4%
PMG
1261
ProVise Management Group
Florida
$3.49M +$62.9K +572 +2%
PC
1262
PointState Capital
New York
$3.49M +$3.49M +31,700 New
ICOM
1263
Investment Counselors of Maryland
Maryland
$3.47M -$44K -400 -1%
ST
1264
Smithfield Trust
Pennsylvania
$3.47M -$25.3K -230 -0.7%
IBOK
1265
Independence Bank of Kentucky
Kentucky
$3.46M -$139K -1,265 -4%
PG
1266
Patten Group
Tennessee
$3.45M -$25.4K -231 -0.7%
GLA
1267
Great Lakes Advisors
Illinois
$3.44M -$8.19M -74,492 -70%
NPT
1268
Nixon Peabody Trust
Massachusetts
$3.44M -$202K -1,835 -6%
NF
1269
Nikulski Financial
Iowa
$3.44M +$170K +1,549 +5%
LFA
1270
Legacy Financial Advisors
Kentucky
$3.44M -$2.36K -21 -0.1%
CAM
1271
Chesapeake Asset Management
New York
$3.43M -$99.8K -907 -3%
CII
1272
Capital International Inc
California
$3.42M -$421K -3,825 -11%
LNC
1273
Lincoln National Corp
Pennsylvania
$3.41M -$3.33M -30,259 -49%
CT
1274
Chicago Trust
Illinois
$3.38M -$284K -2,586 -8%
AA
1275
Altman Advisors
Illinois
$3.36M +$17.8K +162 +0.5%
49 50
51
52 53