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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 %
Artisan Partners
1301
Artisan Partners
Wisconsin
$3.22M -$1.99M -18,134 -38%
IA
1302
IFG Advisory
Georgia
$3.21M -$192K -2,081 -6%
BW
1303
Bison Wealth
Georgia
$3.21M -$121K -1,100 -4%
WSC
1304
Wellington Shields & Co
New York
$3.18M +$29.1K +265 +0.9%
Lido Advisors
1305
Lido Advisors
California
$3.18M +$612K +5,561 +24%
LC
1306
Lourd Capital
California
$3.15M -$10.1K -92 -0.3%
CWM
1307
Concentric Wealth Management
California
$3.14M -$40.7K -370 -1%
CA
1308
Calton & Associates
Florida
$3.14M +$880 +8 +0%
GJCM
1309
Grand Jean Capital Management
California
$3.14M +$45.6K +415 +1%
AC
1310
Addison Capital
Pennsylvania
$3.12M -$55.2K -502 -2%
ARMT
1311
Amica Retiree Medical Trust
Rhode Island
$3.12M -$680K -6,181 -18%
GVT
1312
Genesee Valley Trust
New York
$3.11M -$205K -1,777 -6%
IIM
1313
Ipswich Investment Management
Massachusetts
$3.11M +$57.4K +522 +2%
LBG
1314
Lloyds Banking Group
United Kingdom
$3.1M – – –
CIC
1315
Crawford Investment Counsel
Georgia
$3.09M +$113K +1,024 +4%
PWM
1316
Perigon Wealth Management
California
$3.09M +$360K +3,278 +13%
BFC
1317
Bedel Financial Consulting
Indiana
$3.07M -$248K -2,254 -7%
MHS
1318
M Holdings Securities
Oregon
$3.06M -$26.5K -241 -0.9%
RAM
1319
Roanoke Asset Management
New Jersey
$3.06M -$51.7K -470 -2%
UBV
1320
United Bank (Virginia)
Virginia
$3.05M -$152K -1,385 -5%
CBTWT
1321
Community Bank & Trust (Waco, Texas)
Texas
$3.04M +$52.3K +476 +2%
JIC
1322
Joel Isaacson & Co
New York
$3.04M +$587K +5,342 +24%
SCA
1323
Snowden Capital Advisors
New York
$3.03M +$283K +2,577 +10%
MWM
1324
Marietta Wealth Management
Georgia
$3.03M -$43.7K -397 -1%
IP
1325
Intellectus Partners
California
$3.01M +$19.4K +176 +0.6%
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