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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 %
BI
1626
Bredin Investment
Delaware
$1.63M – – –
GC
1627
Giverny Capital
Quebec, Canada
$1.62M – – –
WAM
1628
Weatherly Asset Management
California
$1.62M -$302K -2,750 -16%
SCG
1629
Sonata Capital Group
Washington
$1.62M -$17.8K -162 -1%
IIC
1630
Ironwood Investment Counsel
Arizona
$1.62M -$18K -164 -1%
CC
1631
Chicago Capital
Illinois
$1.61M +$1.61M +14,653 New
NAM
1632
Needelman Asset Management
California
$1.61M -$33K -300 -2%
DAM
1633
Delta Asset Management
Tennessee
$1.61M -$46.2K -420 -3%
PP
1634
PagnatoKarp Partners
Virginia
$1.6M +$119K +1,084 +8%
SFSG
1635
Stearns Financial Services Group
North Carolina
$1.6M -$30.8K -280 -2%
PBO
1636
Peoples Bank (Ohio)
Ohio
$1.59M -$31.3K -285 -2%
LCM
1637
Liberty Capital Management
Michigan
$1.59M +$33.6K +306 +2%
KA
1638
Kovack Advisors
Florida
$1.59M +$265K +2,406 +20%
NSAM
1639
North Star Asset Management
Wisconsin
$1.59M -$19.8K -180 -1%
WPW
1640
Waldron Private Wealth
Pennsylvania
$1.59M -$32.6K -297 -2%
FCH
1641
Freestone Capital Holdings
Washington
$1.58M -$83.8K -762 -5%
CT
1642
Clearstead Trust
Maine
$1.58M +$1.42M +12,897 +868%
Carson Wealth (CWM LLC)
1643
Carson Wealth (CWM LLC)
Nebraska
$1.58M +$139K +1,264 +10%
LOAMS
1644
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.58M -$31.2K -284 -2%
AWA
1645
Arete Wealth Advisors
Illinois
$1.56M +$75.2K +685 +5%
SMC
1646
Smith, Moore & Co
Missouri
$1.56M -$46K -418 -3%
CA
1647
Cynosure Advisors
Utah
$1.56M +$15.3K +139 +1%
AI
1648
Accredited Investors
Minnesota
$1.56M -$138K -1,251 -8%
FPFS
1649
First Personal Financial Services
North Carolina
$1.56M -$103K -933 -6%
IR
1650
IAT Reinsurance
New York
$1.56M – – –
64 65
66
67 68