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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 %
PI
1551
Parkside Investments
Illinois
$1.92M -$350K -3,181 -15%
CWM
1552
Confluence Wealth Management
Oregon
$1.92M -$7.59K -69 -0.4%
LDB
1553
Lee, Danner & Bass
Tennessee
$1.91M -$31.3K -285 -2%
ECM
1554
Evergreen Capital Management
Washington
$1.91M +$665K +6,047 +53%
ACS
1555
Archford Capital Strategies
Illinois
$1.91M +$5.56K +52 +0.3%
SC
1556
Slow Capital
California
$1.9M +$1.11M +10,082 +140%
WCP
1557
Welch Capital Partners
New York
$1.9M – – –
Twin Tree Management
1558
Twin Tree Management
Texas
$1.89M +$1.41M +12,831 +292%
AWM
1559
Altium Wealth Management
New York
$1.89M +$270K +2,452 +17%
WFG
1560
Wills Financial Group
Virginia
$1.88M +$1.88M +17,053 New
FPB
1561
First PREMIER Bank
South Dakota
$1.87M +$31.3K +285 +2%
DRS
1562
Deane Retirement Strategies
Louisiana
$1.87M +$12K +109 +0.6%
JWM
1563
Jackson Wealth Management
Florida
$1.86M -$329K -2,964 -15%
MCC
1564
Malaga Cove Capital
California
$1.85M -$5.72K -52 -0.3%
NL
1565
NVWM LLC
Pennsylvania
$1.85M +$37.5K +348 +2%
HCM
1566
HM Capital Management
Missouri
$1.85M -$6.82K -62 -0.4%
GC
1567
Garde Capital
Washington
$1.84M -$3.19K -29 -0.2%
KTC
1568
Kistler-Tiffany Companies
Pennsylvania
$1.84M +$32.9K +299 +2%
ODG
1569
O'Dell Group
Ohio
$1.84M -$48.8K -444 -3%
IUHSA
1570
Itau Unibanco Holding S.A.
Brazil
$1.83M +$867K +7,889 +90%
IWM
1571
IHT Wealth Management
Illinois
$1.82M -$162K -1,504 -8%
SC
1572
Saturna Capital
Washington
$1.82M -$22.4K -204 -1%
GPCM
1573
Granite Point Capital Management
Massachusetts
$1.82M -$528K -4,800 -23%
CCG
1574
Ceeto Capital Group
Florida
$1.81M +$110K +1,000 +6%
SFM
1575
Signature Financial Management
Virginia
$1.81M +$187K +1,703 +12%
61 62
63
64 65