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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 %
NAM
1476
NTV Asset Management
West Virginia
$2.28M -$10.7K -97 -0.5%
AIA
1477
Armor Investment Advisors
North Carolina
$2.28M -$16.5K -150 -0.7%
WEC
1478
Winslow Evans & Crocker
Massachusetts
$2.28M +$8.8K +80 +0.4%
S
1479
SignatureFD
Georgia
$2.27M +$292K +2,657 +15%
IP
1480
Investment Partners
Ohio
$2.27M +$251K +2,285 +12%
FAIM
1481
Financial Advocates Investment Management
Washington
$2.26M +$569K +5,171 +34%
TNB
1482
Thomasville National Bank
Georgia
$2.26M +$32.8K +298 +1%
MHIM
1483
MacNealy Hoover Investment Management
Ohio
$2.25M -$13.7K -125 -0.6%
NB
1484
Northwest Bancshares
Pennsylvania
$2.24M +$97K +882 +5%
MGIA
1485
Moneta Group Investment Advisors
Missouri
$2.24M +$411K +3,740 +22%
ACM
1486
Atika Capital Management
New York
$2.23M +$33K +300 +2%
HCM
1487
Hollencrest Capital Management
California
$2.23M +$281K +2,555 +14%
BIM
1488
Baldwin Investment Management
Pennsylvania
$2.23M -$38.5K -350 -2%
GIM
1489
Guardian Investment Management
California
$2.22M -$363K -3,300 -14%
PCA
1490
Providence Capital Advisors
North Carolina
$2.22M +$82.6K +751 +4%
HPCM
1491
High Pointe Capital Management
Illinois
$2.21M -$92.4K -840 -4%
BEAM
1492
Baker Ellis Asset Management
Washington
$2.21M -$11K -100 -0.5%
TMAM
1493
Tokio Marine Asset Management
Japan
$2.2M -$1.11M -10,130 -34%
FIM
1494
Freedom Investment Management
Connecticut
$2.2M -$123K -1,120 -5%
FFA
1495
Fragasso Financial Advisors
Pennsylvania
$2.2M -$74.1K -674 -3%
JCM
1496
Jafra Capital Management
New York
$2.2M +$2.2M +20,000 New
BDF
1497
Balasa Dinverno & Foltz
$2.2M +$86.5K +787 +4%
HFBOT
1498
Home Federal Bank of Tennessee
Tennessee
$2.19M -$13.7K -125 -0.6%
OCM
1499
Orleans Capital Management
Louisiana
$2.19M +$585K +5,320 +36%
PI
1500
PHH Investments
Texas
$2.19M -$79.6K -724 -4%
58 59
60
61 62