JPM icon

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 %
DWM
1276
Dorchester Wealth Management
Quebec, Canada
$3.35M -$65.4K -595 -2%
UBG
1277
United Bank (Georgia)
Georgia
$3.35M -$115K -1,050 -3%
WPA
1278
Winning Points Advisors
Florida
$3.34M +$18.4K +170 +0.6%
BCM
1279
Blume Capital Management
California
$3.34M -$105K -955 -3%
PFT
1280
Providence First Trust
Arizona
$3.34M +$672K +6,109 +25%
BRC
1281
Bell Rock Capital
Delaware
$3.33M +$909K +8,281 +37%
ECML
1282
Eagle Capital Management (Louisiana)
Louisiana
$3.33M -$81.1K -737 -2%
AAM
1283
Aureus Asset Management
Massachusetts
$3.33M +$11.1K +101 +0.3%
GIP
1284
Granite Investment Partners
California
$3.32M +$36.3K +330 +1%
MPIA
1285
Mountain Pacific Investment Advisers
Idaho
$3.31M +$11.9K +108 +0.4%
ST
1286
Spinnaker Trust
Maine
$3.3M +$808K +7,345 +32%
First Eagle Investment Management
1287
First Eagle Investment Management
New York
$3.3M -$33K -300 -1%
AH
1288
Allen Holding
New York
$3.3M – – –
PIC
1289
PCJ Investment Counsel
Ontario, Canada
$3.3M +$755K +6,870 +30%
KCP
1290
Kenmare Capital Partners
New York
$3.29M +$3.29M +29,922 New
DAS
1291
Dynamic Advisor Solutions
Arizona
$3.29M +$1.35M +12,321 +70%
BA
1292
Birinyi Associates
Connecticut
$3.28M +$247K +2,250 +8%
WWM
1293
Willingdon Wealth Management
North Carolina
$3.28M +$440K +4,005 +16%
WBC
1294
West Branch Capital
Massachusetts
$3.28M +$3.28M +29,825 New
COI
1295
Connable Office Inc
Michigan
$3.27M -$21.1K -192 -0.6%
CK
1296
Cohen Klingenstein
New York
$3.27M – – –
SCA
1297
Spearhead Capital Advisors
Florida
$3.26M +$460K +4,180 +16%
FLI
1298
Family Legacy Inc
South Carolina
$3.23M -$20K -182 -0.6%
VFA
1299
Voya Financial Advisors
Connecticut
$3.23M +$142K +1,318 +5%
AWM
1300
AE Wealth Management
Kansas
$3.22M +$484K +4,400 +18%
50 51
52
53 54