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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 %
CCT
1401
Country Club Trust
Missouri
$2.61M +$418K +3,800 +19%
SSWM
1402
Sheets Smith Wealth Management
North Carolina
$2.59M +$33K +300 +1%
CFG
1403
CKW Financial Group
Hawaii
$2.58M +$2.48K +23 +0.1%
WPA
1404
West Paces Advisors
Georgia
$2.58M -$40.7K -370 -2%
BBWA
1405
Bell & Brown Wealth Advisors
California
$2.58M -$32K -297 -1%
AFM
1406
Andesa Financial Management
Pennsylvania
$2.57M -$101K -920 -4%
PH
1407
Pinnacle Holdings
Oklahoma
$2.57M +$291K +2,649 +13%
WCM
1408
Wunderlich Capital Managemnt
Tennessee
$2.56M -$51.4K -467 -2%
CC
1409
Cipher Capital
New York
$2.56M +$2.56M +23,280 New
PAM
1410
Pegasus Asset Management
New York
$2.56M +$125K +1,136 +5%
CF
1411
Centaurus Financial
California
$2.54M +$197K +1,792 +8%
MCM
1412
Monarch Capital Management
Indiana
$2.54M -$71.5K -650 -3%
FHA
1413
Flagship Harbor Advisors
Massachusetts
$2.54M +$8.95K +83 +0.4%
CHC
1414
City Holding Co
West Virginia
$2.54M +$11.8K +107 +0.5%
HH
1415
Hilltop Holdings
Texas
$2.54M +$1.38M +12,515 +119%
DMK
1416
David M. Knott
$2.54M – – –
SCM
1417
Southport Capital Management
Tennessee
$2.53M +$913K +8,300 +57%
MWP
1418
MYCIO Wealth Partners
Pennsylvania
$2.52M -$344K -3,124 -12%
CPA
1419
Court Place Advisors
Maryland
$2.52M -$42.3K -385 -2%
HL
1420
HeadInvest LLC
Maine
$2.51M +$35.7K +325 +1%
MFG
1421
Monte Financial Group
Connecticut
$2.5M -$22.8K -207 -0.9%
HIC
1422
Harvey Investment Company
Kentucky
$2.5M +$324K +2,947 +15%
CCM
1423
Carderock Capital Management
Maryland
$2.5M +$44.5K +405 +2%
MMPW
1424
Mitchell McLeod Pugh & Williams
Alabama
$2.5M +$91.8K +835 +4%
SIAP
1425
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.49M +$168K +1,525 +7%
55 56
57
58 59