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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 %
WP
1576
WealthSource Partners
California
$1.81M -$632K -5,743 -26%
SFA
1577
Sequoia Financial Advisors
Ohio
$1.81M +$124K +1,129 +7%
FC
1578
Forte Capital
New York
$1.81M +$67.3K +612 +4%
CM
1579
Churchill Management
California
$1.8M +$64.9K +590 +4%
CSS
1580
Cubist Systematic Strategies
Connecticut
$1.79M -$3.36M -30,546 -65%
CAN
1581
Claraphi Advisory Network
United States
$1.79M +$44.3K +403 +3%
FPCG
1582
Fort Pitt Capital Group
Pennsylvania
$1.79M +$378K +3,434 +27%
RMAM
1583
Raab & Moskowitz Asset Management
New Jersey
$1.78M +$47.4K +431 +3%
2L
1584
22NW LP
Washington
$1.77M – – –
PMFA
1585
Plante Moran Financial Advisors
Michigan
$1.77M +$464K +4,223 +36%
HIC
1586
Hartline Investment Corp
Illinois
$1.77M +$128K +1,163 +8%
EHC
1587
Everett Harris & Co
California
$1.76M -$6.6K -60 -0.4%
FPA
1588
First Pacific Advisors
California
$1.76M – – –
NL
1589
NWAM LLC
Washington
$1.76M +$28.5K +259 +2%
SOAMC
1590
Spirit of America Management Corp
New York
$1.76M – – –
FPIS
1591
Financial Planning & Information Services
Wisconsin
$1.76M – – –
CB
1592
CNB Bank
Pennsylvania
$1.73M -$370K -3,366 -18%
VWA
1593
V Wealth Advisors
Kansas
$1.73M +$79.9K +741 +5%
MBT
1594
Monroe Bank & Trust
Michigan
$1.73M +$110K +999 +7%
CPIG
1595
Chicago Partners Investment Group
Illinois
$1.73M +$71.9K +654 +4%
AIM
1596
Aspen Investment Management
Michigan
$1.72M -$50.6K -460 -3%
OA
1597
Outfitter Advisors
Virginia
$1.72M -$1.08M -9,840 -39%
RT
1598
Rockland Trust
Massachusetts
$1.72M +$278K +2,524 +19%
GAG
1599
GM Advisory Group
New York
$1.72M +$71.5K +650 +4%
WG
1600
Welch Group
Alabama
$1.71M +$182K +1,656 +12%
62 63
64
65 66