JPM icon

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 %
Federated Hermes
126
Federated Hermes
Pennsylvania
$268M -$742K -6,747 -0.3%
Citadel Advisors
127
Citadel Advisors
Florida
$263M +$16M +145,044 +6%
Winslow Capital Management
128
Winslow Capital Management
Minnesota
$263M -$11.8M -106,898 -4%
KeyBank National Association
129
KeyBank National Association
Ohio
$260M -$2.38M -21,614 -0.9%
HFS
130
HL Financial Services
Kentucky
$259M +$334K +3,037 +0.1%
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$258M -$4.53M -41,208 -2%
SP
132
Sarasin & Partners
United Kingdom
$251M +$9.72M +88,432 +4%
TG
133
TCW Group
California
$248M -$14.2M -129,110 -5%
HA
134
Homestead Advisers
Virginia
$247M -$220K -2,000 -0.1%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$246M -$916K -8,334 -0.4%
1832 Asset Management
136
1832 Asset Management
Ontario, Canada
$243M -$49.2M -445,166 -17%
SOMRS
137
State of Michigan Retirement System
Michigan
$240M -$737K -6,700 -0.3%
M&T Bank
138
M&T Bank
New York
$240M -$2.73M -24,831 -1%
FMI
139
Factory Mutual Insurance
Massachusetts
$233M -$37.4M -340,000 -14%
Luther King Capital Management (LKCM)
140
Luther King Capital Management (LKCM)
Texas
$233M +$3.06M +27,853 +1%
AII
141
AGF Investments Inc
Ontario, Canada
$231M -$29M -263,495 -11%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$229M +$51.9M +472,323 +29%
AG
143
Aperio Group
California
$229M +$10.8M +98,458 +5%
CI
144
Cincinnati Insurance
Ohio
$221M – – –
KBC Group
145
KBC Group
Belgium
$215M +$29.4M +267,496 +16%
GIA
146
Gateway Investment Advisers
Ohio
$215M -$9.56M -86,906 -4%
SBAM
147
Santa Barbara Asset Management
California
$210M -$44.4M -403,931 -17%
AC
148
Alleghany Corporation
New York
$209M +$10.9M +99,023 +6%
Calamos Advisors
149
Calamos Advisors
Illinois
$200M -$9.95M -90,435 -5%
CIBC World Market
150
CIBC World Market
Ontario, Canada
$200M +$118M +1,072,380 +144%
4 5
6
7 8