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 %
BO
1501
Bank OZK
Arkansas
$2.18M +$749K +6,810 +52%
SHCM
1502
Stokes & Hubbell Capital Management
Louisiana
$2.16M +$37.4K +340 +2%
PWMAG
1503
Pinnacle Wealth Management Advisory Group
New Jersey
$2.16M -$726K -6,605 -25%
PIA
1504
Peachtree Investment Advisors
Georgia
$2.15M -$67.6K -615 -3%
BAM
1505
Burgundy Asset Management
Ontario, Canada
$2.15M -$860K -7,824 -29%
ZB
1506
Zions Bancorporation
Utah
$2.14M -$121K -1,100 -5%
BCM
1507
Birmingham Capital Management
Alabama
$2.13M -$41.2K -375 -2%
CPA
1508
Cowen Prime Advisors
New York
$2.13M -$22K -200 -1%
EFSCE
1509
Enterprise Financial Services Corp (EFSC)
Missouri
$2.13M -$55.9K -508 -3%
CAG
1510
Csenge Advisory Group
Florida
$2.11M -$83.8K -762 -4%
WIP
1511
Wellesley Investment Partners
Massachusetts
$2.1M +$45.5K +414 +2%
BWP
1512
Baldwin Wealth Partners
Massachusetts
$2.09M +$32.1K +292 +2%
CAM
1513
CenterStar Asset Management
Illinois
$2.09M – – –
GCA
1514
Gideon Capital Advisors
New York
$2.07M +$2.07M +18,826 New
NME
1515
Notis-McConarty Edward
$2.06M -$61K -555 -3%
GBBWRPM
1516
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.06M +$220 +2 +0%
OWP
1517
Obermeyer Wealth Partners
Colorado
$2.06M -$23.3K -212 -1%
AIM
1518
Anchor Investment Management
South Carolina
$2.05M -$12K -109 -0.6%
FNB
1519
Farmers National Bank
Kentucky
$2.04M +$300K +2,724 +17%
BAM
1520
Belpointe Asset Management
Nevada
$2.04M +$175K +1,594 +9%
CCA
1521
Cobblestone Capital Advisors
New York
$2.04M -$273K -2,485 -12%
TCM
1522
Telos Capital Management
California
$2.03M -$76.3K -694 -4%
PCG
1523
Private Capital Group
Connecticut
$2.03M +$1.88M +17,079 +1,281%
RWM
1524
RKL Wealth Management
Pennsylvania
$2.02M +$47.8K +436 +2%
IDBONY
1525
Israel Discount Bank of New York
New York
$2.01M -$36.7K -334 -2%
59 60
61
62 63