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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 %
EWM
1451
Evermay Wealth Management
Virginia
$2.38M +$74.3K +676 +3%
HCM
1452
Hodges Capital Management
Texas
$2.37M +$671K +6,098 +40%
SIG
1453
Schaller Investment Group
North Carolina
$2.37M – – –
VCAM
1454
Van Cleef Asset Management
Ohio
$2.36M -$63.1K -574 -3%
FMTCOCP
1455
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.36M -$217K -1,975 -8%
LFA
1456
Landmark Financial Advisors
Kentucky
$2.34M +$33K +300 +1%
TCM
1457
Traynor Capital Management
Pennsylvania
$2.34M +$247K +2,247 +12%
JFA
1458
Johanson Financial Advisors
California
$2.33M +$172K +1,569 +8%
DDC
1459
DF Dent & Co
Maryland
$2.33M +$1.8M +16,370 +337%
RSS
1460
Rosenblum Silverman Sutton
California
$2.33M -$74.9K -681 -3%
IFWM
1461
Institute for Wealth Management
Colorado
$2.33M +$627K +5,730 +37%
GCM
1462
Gables Capital Management
Florida
$2.33M +$2.33M +21,187 New
SBSB
1463
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.33M +$69.4K +631 +3%
BMC
1464
Beaton Management Company
Massachusetts
$2.32M +$8.25K +75 +0.4%
FMB
1465
Field & Main Bank
Kentucky
$2.32M +$56.5K +514 +2%
SGAM
1466
Steinberg Global Asset Management
Florida
$2.32M +$93.7K +852 +4%
CB
1467
Cadence Bank
Mississippi
$2.31M -$55K -500 -2%
NJBEST
1468
New Jersey Better Educational Savings Trust
New Jersey
$2.31M -$330K -3,000 -13%
AWMG
1469
Alliance Wealth Management Group
New Jersey
$2.3M +$4.07K +37 +0.2%
BFC
1470
Blue Fin Capital
Rhode Island
$2.3M +$78.6K +715 +4%
LOAMU
1471
Lombard Odier Asset Management (USA)
New York
$2.3M +$2.3M +20,903 New
PL
1472
Perpetual Ltd
Australia
$2.29M -$443K -4,026 -16%
NSB
1473
Norway Savings Bank
Maine
$2.29M -$118K -1,070 -5%
PTC
1474
Philadelphia Trust Company
Pennsylvania
$2.29M -$117K -1,060 -5%
SCP
1475
Sandhill Capital Partners
New York
$2.29M +$8.69K +79 +0.4%
57 58
59
60 61