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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 %
WIM
1701
Weitz Investment Management
Nebraska
$1.38M – – –
GRP
1702
Global Retirement Partners
California
$1.38M +$130K +1,183 +10%
Tudor Investment Corp
1703
Tudor Investment Corp
Connecticut
$1.37M -$5.8M -52,760 -81%
FM
1704
Forward Management
California
$1.37M +$8.58K +78 +0.6%
TP
1705
Truvvo Partners
New York
$1.36M -$561K -5,100 -29%
BC
1706
Banced Corp
Illinois
$1.36M -$122K -1,107 -8%
DCM
1707
Dimension Capital Management
Florida
$1.36M -$329K -2,993 -19%
AWM
1708
Aries Wealth Management
Maine
$1.36M +$152K +1,352 +13%
HAC
1709
Harbor Advisory Corp
New Hampshire
$1.36M -$28.3K -257 -2%
CPIA
1710
Cornell Pochily Investment Advisors
New York
$1.35M -$47.5K -432 -3%
HEIP
1711
Hudson Edge Investment Partners
New Jersey
$1.35M -$17.9K -163 -1%
DWM
1712
Destination Wealth Management
California
$1.35M +$207K +1,886 +18%
LNB
1713
Ledyard National Bank
$1.34M -$47.3K -430 -3%
ACM
1714
Avalon Capital Management
California
$1.34M -$8.25K -75 -0.6%
CAW
1715
Cornerstone Advisors (Washington)
Washington
$1.34M +$56.1K +510 +4%
WCM
1716
Windsor Capital Management
Arizona
$1.34M +$14.3K +130 +1%
B
1717
Brightworth
Georgia
$1.32M -$44K -400 -3%
AFP
1718
Ausdal Financial Partners
Iowa
$1.32M -$46.8K -426 -3%
OFS
1719
Orrstown Financial Services
Pennsylvania
$1.32M -$31.3K -285 -2%
RA
1720
RFG Advisory
Alabama
$1.32M +$77.1K +701 +6%
CAC
1721
Certified Advisory Corp
Florida
$1.31M +$1.04M +9,495 +390%
HIC
1722
Holderness Investments Company
North Carolina
$1.31M -$31.4K -285 -2%
PG
1723
Proffitt & Goodson
Tennessee
$1.31M -$66.2K -602 -5%
FCMT
1724
Founders Capital Management (Texas)
Texas
$1.3M +$220 +2 +0%
NGA
1725
Naples Global Advisors
Florida
$1.3M +$14.3K +130 +1%
67 68
69
70 71