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 %
LSAG
1526
Lake Street Advisors Group
New Hampshire
$2.01M +$18.9K +172 +0.9%
MBT
1527
Montecito Bank & Trust
California
$2.01M +$258K +2,342 +15%
OCG
1528
Opus Capital Group
Ohio
$2.01M -$68.9K -626 -3%
GLA
1529
Good Life Advisors
Pennsylvania
$2M +$776K +7,186 +63%
HCM
1530
Highlander Capital Management
New Jersey
$2M +$1.1M +10,297 +122%
BOS
1531
Bingham Osborn & Scarborough
California
$2M +$1.05M +9,512 +109%
TPWA
1532
TRUE Private Wealth Advisors
Oregon
$2M -$14.7K -134 -0.7%
AWA
1533
Acorn Wealth Advisors
Michigan
$1.99M -$35.3K -321 -2%
AFC
1534
AFT Forsyth & Company
Florida
$1.98M -$22.5K -205 -1%
FCCM
1535
First City Capital Management
Georgia
$1.98M +$4.95K +45 +0.3%
BWM
1536
BigSur Wealth Management
Florida
$1.98M +$404K +3,677 +26%
GEA
1537
Glen Eagle Advisors
New Jersey
$1.97M +$90.6K +824 +5%
MYIA
1538
Mount Yale Investment Advisors
Colorado
$1.97M +$1.97M +17,917 New
EWM
1539
Elite Wealth Management
Washington
$1.97M +$77.1K +701 +4%
HI
1540
Hudock Inc
Pennsylvania
$1.96M +$2.09K +19 +0.1%
AAS
1541
Annex Advisory Services
Wisconsin
$1.96M +$138K +1,255 +8%
CWM
1542
Cornerstone Wealth Management
Missouri
$1.95M -$38.3K -355 -2%
WA
1543
WealthTrust-Arizona
Arizona
$1.95M +$9.35K +85 +0.5%
TTWM
1544
TCV Trust & Wealth Management
Virginia
$1.95M +$27.6K +251 +1%
ATC
1545
Adirondack Trust Company
New York
$1.95M +$110K +1,015 +6%
CCM
1546
Canal Capital Management
Virginia
$1.94M -$165K -1,500 -8%
MCM
1547
Manchester Capital Management
Vermont
$1.94M +$441K +4,010 +29%
MA
1548
Mutual Advisors
Nebraska
$1.93M +$263K +2,390 +16%
PAS
1549
Park Avenue Securities
New York
$1.93M +$75.7K +702 +4%
BAM
1550
Brave Asset Management
New Jersey
$1.93M -$44K -400 -2%
60 61
62
63 64