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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 %
NFG
1326
NewFocus Financial Group
Washington
$3.01M +$274K +2,496 +10%
BWA
1327
BDO Wealth Advisors
Florida
$3.01M +$409K +3,717 +16%
SFFS
1328
Stonehage Fleming Financial Services
Jersey
$3M – – –
MVA
1329
Mount Vernon Associates
Maryland
$3M – – –
PCM
1330
Prelude Capital Management
New York
$3M +$810K +7,363 +37%
BP
1331
Ballentine Partners
Massachusetts
$3M -$40.8K -371 -1%
BIMC
1332
Benson Investment Management Company
Virginia
$2.99M -$2.2K -20 -0.1%
CWM
1333
Chesapeake Wealth Management
Virginia
$2.99M +$2.99M +27,165 New
FUBT
1334
First United Bank & Trust
Maryland
$2.98M +$31.2K +284 +1%
DBIA
1335
Dumont & Blake Investment Advisors
New Jersey
$2.96M -$12.1K -110 -0.4%
TWM
1336
Torch Wealth Management
Ohio
$2.96M -$999K -9,084 -25%
ANB
1337
Amarillo National Bank
Texas
$2.95M +$258K +2,343 +10%
SHA
1338
Seneca House Advisors
Virginia
$2.95M +$500K +4,544 +20%
BOS
1339
Bank of Stockton
California
$2.95M -$184K -1,670 -6%
NIM
1340
Nicollet Investment Management
Minnesota
$2.95M +$125K +1,135 +4%
SCI
1341
Stableford Capital II
Arizona
$2.94M -$176K -1,601 -6%
CCM
1342
Coe Capital Management
Illinois
$2.94M -$34.1K -310 -1%
SWM
1343
SeaCrest Wealth Management
New York
$2.94M +$20.2K +184 +0.7%
CAIMH
1344
Central Asset Investments & Management Holdings
Hong Kong
$2.93M -$1.18M -10,700 -29%
APP
1345
Avantax Planning Partners
Iowa
$2.93M +$63.7K +579 +2%
NIMI
1346
Natixis Investment Managers International
France
$2.92M +$2.92M +26,592 New
IC
1347
Intersect Capital
California
$2.91M +$132K +1,198 +5%
RG
1348
Renaissance Group
Kentucky
$2.9M -$190K -1,730 -6%
Wealth Enhancement Advisory Services
1349
Wealth Enhancement Advisory Services
Minnesota
$2.9M +$160K +1,409 +6%
SMG
1350
Spectrum Management Group
Indiana
$2.89M +$378K +3,440 +15%
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