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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 %
LCM
1351
Leisure Capital Management
California
$2.89M -$299K -2,720 -9%
PCA
1352
Peddock Capital Advisors
Massachusetts
$2.88M +$1.76K +16 +0.1%
BCWM
1353
Blue Chip Wealth Management
Florida
$2.88M +$2.88M +26,171 New
KIG
1354
Kessler Investment Group
Indiana
$2.88M -$128K -1,167 -4%
CG
1355
Caprock Group
Idaho
$2.87M +$21.9K +199 +0.8%
FBT
1356
First Bankers Trust
Kentucky
$2.87M +$18.9K +172 +0.7%
NPA
1357
Nichols & Pratt Advisers
Massachusetts
$2.86M -$22K -200 -0.8%
SCI
1358
S&CO Inc
Massachusetts
$2.86M +$133K +1,212 +5%
EML
1359
Eos Management LP
New York
$2.86M – – –
HCM
1360
HGI Capital Management
New York
$2.85M +$2.85M +25,869 New
CFMC
1361
Curbstone Financial Management Corp
New Hampshire
$2.84M +$1.34M +12,144 +89%
TA
1362
Tiedemann Advisors
New York
$2.83M +$1.34M +12,192 +90%
MCP
1363
Martin Capital Partners
Oregon
$2.83M +$66.9K +608 +2%
SLT
1364
St Louis Trust
Missouri
$2.81M +$1.43M +13,000 +103%
CPC
1365
Congress Park Capital
New York
$2.79M +$115K +1,046 +4%
PP
1366
Professional Planning
California
$2.79M +$206K +1,871 +8%
DAM
1367
Deltec Asset Management
New York
$2.78M +$605K +5,500 +28%
GA
1368
GFS Advisors
Texas
$2.78M -$946K -8,605 -25%
SIC
1369
Shoker Investment Counsel
Ohio
$2.78M -$12.9K -117 -0.5%
DAC
1370
Dividend Assets Capital
South Carolina
$2.77M +$92.6K +842 +3%
BA
1371
Bristlecone Advisors
Washington
$2.76M -$650K -5,912 -19%
JGC
1372
J. Goldman & Co
New York
$2.75M +$2.75M +25,000 New
CL
1373
CPWM LLC
Washington
$2.74M +$342K +3,110 +14%
AMIM
1374
Aull & Monroe Investment Management
Alabama
$2.74M – – –
EA
1375
Edge Advisors
Georgia
$2.74M +$185K +1,685 +7%
53 54
55
56 57