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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 %
HH
1601
HWG Holdings
Texas
$1.71M +$366K +3,325 +27%
JCM
1602
Jacobi Capital Management
Pennsylvania
$1.71M +$361K +3,347 +27%
PFSC
1603
Peoples Financial Services Corp
Pennsylvania
$1.7M – – –
HCM
1604
Hudson Capital Management
New Jersey
$1.7M +$522K +4,744 +44%
ZCI
1605
Zevenbergen Capital Investments
Washington
$1.69M -$160K -1,455 -9%
KCPG
1606
Kavar Capital Partners Group
Kansas
$1.69M – – –
FMLI
1607
Fukoku Mutual Life Insurance
Japan
$1.69M – – –
HFP
1608
Holistic Financial Partners
Indiana
$1.69M -$20.2K -184 -1%
KS
1609
Karpas Strategies
Connecticut
$1.69M -$9.57K -87 -0.6%
CAM
1610
Cacti Asset Management
Georgia
$1.69M -$108K -1,000 -6%
SCM
1611
Sterneck Capital Management
Missouri
$1.68M -$1.23M -11,178 -42%
VNIM
1612
Vaughan Nelson Investment Management
Texas
$1.68M – – –
CIC
1613
Chilton Investment Company
Connecticut
$1.66M +$58.4K +531 +4%
RA
1614
Rational Advisors
New York
$1.65M -$180K -1,639 -10%
VFM
1615
Viking Fund Management
North Dakota
$1.65M -$110K -1,000 -6%
JC
1616
JBF Capital
Colorado
$1.65M – – –
JCP
1617
Jabre Capital Partners
Switzerland
$1.65M +$1.65M +15,000 New
NFC
1618
Northeast Financial Consultants
Connecticut
$1.65M -$110K -1,000 -6%
JSL
1619
JT Stratford LLC
Georgia
$1.65M +$36K +327 +2%
ACP
1620
Ashfield Capital Partners
California
$1.65M +$4.29K +39 +0.3%
WA
1621
WBH Advisory
Maryland
$1.65M +$57.4K +522 +4%
WC
1622
Weil Company
California
$1.63M +$2.86K +26 +0.2%
CCM
1623
Condor Capital Management
New Jersey
$1.63M -$89.1K -810 -5%
BMC
1624
Benin Management Corp
Connecticut
$1.63M – – –
QAM
1625
Quantres Asset Management
Cayman Islands
$1.63M +$1.19M +10,800 +270%
63 64
65
66 67