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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 %
SC
1376
Savant Capital
Illinois
$2.73M -$450K -4,092 -14%
WOC
1377
West Oak Capital
California
$2.72M -$190K -1,730 -7%
PHS
1378
Pekin Hardy Strauss
Illinois
$2.72M -$473K -4,300 -15%
NPP
1379
New Potomac Partners
Maryland
$2.71M -$144K -1,305 -5%
SCM
1380
SOL Capital Management
Maryland
$2.71M -$13.2K -120 -0.5%
HB
1381
Homrich & Berg
Georgia
$2.71M +$35.1K +319 +1%
Verition Fund Management
1382
Verition Fund Management
Connecticut
$2.71M +$1.31M +11,923 +94%
SFI
1383
SPC Financial Inc
Maryland
$2.71M -$76.3K -694 -3%
MC
1384
Martin & Co
Tennessee
$2.7M -$1.43M -13,040 -35%
HDIM
1385
Hanson & Doremus Investment Management
Vermont
$2.7M +$530K +4,823 +24%
BCM
1386
Boltwood Capital Management
California
$2.69M -$63.8K -580 -2%
CL
1387
Choreo LLC
Illinois
$2.69M -$1.58M -14,383 -37%
CT
1388
Coastline Trust
Rhode Island
$2.68M +$167K +1,515 +7%
Koshinski Asset Management
1389
Koshinski Asset Management
Illinois
$2.68M -$444K -4,036 -14%
NB
1390
Nicolet Bankshares
Wisconsin
$2.66M +$57K +518 +2%
PVWM
1391
Point View Wealth Management
New Jersey
$2.66M -$77.7K -707 -3%
IAS
1392
IMA Advisory Services
Colorado
$2.66M +$204K +1,854 +8%
PGWM
1393
Parisi Gray Wealth Management
New Jersey
$2.64M +$6.45K +59 +0.2%
SC
1394
Sawyer & Company
Massachusetts
$2.63M -$41.5K -377 -2%
KCM
1395
Karp Capital Management
California
$2.63M +$385K +3,502 +17%
BJL
1396
Brighton Jones LLC
Washington
$2.62M -$107K -977 -4%
PAS
1397
Partnervest Advisory Services
California
$2.62M +$58.1K +528 +2%
IIC
1398
Integrated Investment Consultants
Michigan
$2.62M +$2.62M +23,828 New
SCM
1399
Salem Capital Management
Massachusetts
$2.62M -$115K -1,050 -4%
AB
1400
Atlas Brown
Kentucky
$2.61M +$279K +2,538 +12%
54 55
56
57 58