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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 %
NDSI
1426
Newman Dignan & Sheerar Inc
Rhode Island
$2.49M +$123K +1,113 +5%
HCM
1427
Hengehold Capital Management
Ohio
$2.48M -$42.6K -387 -2%
LAIC
1428
Lederer & Associates Investment Counsel
California
$2.48M -$33.5K -305 -1%
FIM
1429
Frontier Investment Management
Texas
$2.47M -$790K -7,188 -24%
DA
1430
Dillon & Associates
Michigan
$2.47M +$500K +4,548 +25%
YWP
1431
YorkBridge Wealth Partners
New York
$2.47M -$118K -1,040 -5%
NIS
1432
National Investment Services
Wisconsin
$2.46M -$94.5K -859 -4%
AWA
1433
ARS Wealth Advisors
Florida
$2.46M +$4.84K +44 +0.2%
QCG
1434
Quadrant Capital Group
Ohio
$2.46M +$76.3K +700 +3%
TNBTD
1435
Trustmark National Bank Trust Department
Mississippi
$2.46M +$1.1K +10 +0%
BHC
1436
Bowen Hanes & Co
Florida
$2.46M +$1.22M +11,100 +99%
FMT
1437
First Mercantile Trust
Tennessee
$2.46M -$291K -2,643 -11%
NCM
1438
Neumann Capital Management
California
$2.45M +$97.7K +888 +4%
EHWM
1439
Eads & Heald Wealth Management
Georgia
$2.43M -$224K -2,036 -8%
LA
1440
Lynch & Associates
Indiana
$2.42M +$5.5K +50 +0.2%
HAI
1441
Hennessy Advisors Inc
California
$2.42M -$1.47M -13,370 -38%
KPF
1442
K2 Principal Fund
Ontario, Canada
$2.42M +$550K +5,000 +29%
TWA
1443
Tillar-Wenstrup Advisors
Ohio
$2.41M -$154K -1,399 -6%
LWAC
1444
Laurel Wealth Advisors (California)
California
$2.41M -$207K -1,885 -8%
HWA
1445
Heritage Way Advisors
Illinois
$2.4M -$8.25K -75 -0.3%
MFBTD
1446
MB Financial Bank - Trust Department
Illinois
$2.4M -$51.7K -470 -2%
GWM
1447
Graybill Wealth Management
Illinois
$2.38M -$26K -236 -1%
FCFC
1448
First Commonwealth Financial Corp
Pennsylvania
$2.38M -$167K -1,518 -7%
WSTAM
1449
Wilbanks Smith & Thomas Asset Management
Virginia
$2.38M -$264K -2,399 -10%
CIM
1450
CIM Investment Management
Pennsylvania
$2.38M -$63.1K -574 -3%
56 57
58
59 60