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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 %
CAM
1651
Covenant Asset Management
New Jersey
$1.56M +$226K +2,053 +17%
MSA
1652
Marino Stram & Associates
Massachusetts
$1.55M +$39.1K +356 +3%
JIP
1653
Jaffetilchin Investment Partners
Florida
$1.55M +$1.09M +9,928 +239%
SCA
1654
Sippican Capital Advisors
Massachusetts
$1.55M -$11K -100 -0.7%
NP
1655
Ninepoint Partners
Ontario, Canada
$1.54M +$165K +1,500 +12%
TCM
1656
Tributary Capital Management
Nebraska
$1.54M -$165K -1,500 -10%
CPC
1657
Cookson Peirce & Co
Pennsylvania
$1.54M +$312K +2,834 +25%
JDR
1658
Jay D. Rosenbaum
$1.54M -$668K -6,070 -30%
FCAG
1659
First Capital Advisors Group
New Jersey
$1.53M -$341K -3,101 -18%
SS
1660
Sunbelt Securities
Texas
$1.53M +$50.8K +462 +3%
BA
1661
Bridgewater Associates
Connecticut
$1.53M +$1.53M +13,924 New
SJIM
1662
St. Johns Investment Management
Florida
$1.53M -$21.2K -193 -1%
FF
1663
Fluent Financial
Texas
$1.53M -$53.2K -483 -3%
KFGK
1664
Keystone Financial Group (Kentucky)
Kentucky
$1.52M +$118K +1,095 +8%
GBT
1665
Grove Bank & Trust
Florida
$1.51M +$9.9K +90 +0.7%
KHLMTHM
1666
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.51M +$1.51M +13,619 New
AIM
1667
Acropolis Investment Management
Missouri
$1.51M +$181K +1,645 +14%
CPO
1668
Cerity Partners OCIO
New York
$1.51M +$136K +1,286 +10%
BEC
1669
Blue Edge Capital
Virginia
$1.5M -$34.8K -316 -2%
FFSOTS
1670
Fiduciary Financial Services of The Southwest
Texas
$1.49M +$737K +6,701 +97%
BFO
1671
Biltmore Family Office
North Carolina
$1.49M +$132K +1,200 +10%
SMH
1672
Sanders Morris Harris
Texas
$1.48M +$59.4K +540 +4%
WP
1673
WMS Partners
Maryland
$1.48M +$1.21K +11 +0.1%
WWM
1674
Windsor Wealth Management
Indiana
$1.48M +$110 +1 +0%
SICM
1675
Sustainable Insight Capital Management
New York
$1.47M +$990K +9,000 +205%
65 66
67
68 69