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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 %
1WA
1676
180 Wealth Advisors
Washington
$1.47M -$114K -1,034 -7%
FIAS
1677
FinTrust Investment Advisory Services
South Carolina
$1.47M – – –
CAMG
1678
CWA Asset Management Group
Florida
$1.47M +$390K +3,542 +36%
SIM
1679
SSI Investment Management
California
$1.47M -$22.5K -205 -2%
PFM
1680
Phillips Financial Management
Indiana
$1.47M +$873 +8 +0.1%
WPC
1681
White Pine Capital
Minnesota
$1.46M – – –
HGWM
1682
Harvest Group Wealth Management
Massachusetts
$1.46M +$64.8K +589 +5%
VCM
1683
Versant Capital Management
Arizona
$1.46M -$19.4K -176 -1%
BP
1684
BBR Partners
New York
$1.44M +$1.44M +13,123 New
WA
1685
Waverly Advisors
Alabama
$1.44M -$492K -4,475 -25%
WI
1686
Wintrust Investments
Illinois
$1.44M -$1.39M -12,653 -49%
TL
1687
TrueWealth LLC
Georgia
$1.44M -$48.6K -442 -3%
NFG
1688
Next Financial Group
Texas
$1.44M +$58K +527 +4%
EWM
1689
Elmwood Wealth Management
California
$1.43M +$1.43M +13,016 New
TNAM
1690
Terra Nova Asset Management
New York
$1.43M +$3.85K +35 +0.3%
AEPG
1691
American Economic Planning Group
New Jersey
$1.42M -$106K -964 -7%
CG
1692
CFO4Life Group
Texas
$1.42M +$94.8K +862 +7%
TFS
1693
TrustCore Financial Services
Tennessee
$1.41M +$77.1K +701 +6%
TWI
1694
Thomas White International
Illinois
$1.4M -$770 -7 -0.1%
PC
1695
Palo Capital
California
$1.39M +$381K +3,465 +38%
FNBTCON
1696
First National Bank & Trust Co of Newtown
Pennsylvania
$1.39M +$22.3K +203 +2%
CPA
1697
Capital Planning Advisors
California
$1.39M +$87.9K +799 +7%
LA
1698
Lau Associates
Delaware
$1.39M -$181K -1,647 -12%
MCM
1699
Maple Capital Management
Vermont
$1.39M +$1.76K +16 +0.1%
RCM
1700
RB Capital Management
Nevada
$1.38M +$69.1K +628 +5%
66 67
68
69 70