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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 %
GT
151
Glenmede Trust
Pennsylvania
$200M – – –
Bessemer Group
152
Bessemer Group
New Jersey
$197M -$32.6M -296,523 -14%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$196M +$42.8M +392,710 +28%
HNB
154
Huntington National Bank
Ohio
$195M +$1.71M +15,541 +0.9%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$195M +$195M +1,771,571 New
Caisse de Depot et Placement du Quebec (CDPQ)
156
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$192M +$7.5M +68,200 +4%
JPMPWA
157
J.P. Morgan Private Wealth Advisors
California
$191M +$11M +99,853 +6%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$188M +$104M +944,774 +124%
RFC
159
Regions Financial Corp
Alabama
$184M -$4.22M -38,403 -2%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$181M +$181M +1,647,380 New
ACI
161
AMP Capital Investors
Australia
$177M -$581K -5,381 -0.3%
CBT
162
Capital Bank & Trust
California
$176M +$3.51M +31,915 +2%
BCIM
163
British Columbia Investment Management
British Columbia, Canada
$173M -$20.3M -184,556 -11%
N
164
Natixis
France
$173M +$36.4M +332,792 +27%
RCAMU
165
Rothschild & Co Asset Management US
Connecticut
$171M -$13.2M -120,040 -7%
SEI Investments
166
SEI Investments
Pennsylvania
$170M -$53.1M -483,155 -24%
SCCM
167
Schafer Cullen Capital Management
New York
$170M -$3.79M -34,467 -2%
First Trust Advisors
168
First Trust Advisors
Illinois
$165M +$543K +4,936 +0.3%
BWA
169
Brave Warrior Advisors
New York
$164M -$35.3M -321,113 -18%
WHG
170
Westwood Holdings Group
Texas
$159M -$30.7M -279,379 -16%
EAM
171
Eagle Asset Management
Florida
$159M -$668K -6,075 -0.4%
CA
172
Cortland Advisers
Delaware
$157M +$17.5M +159,400 +13%
HTC
173
Haverford Trust Company
Pennsylvania
$153M -$2.9M -26,329 -2%
William Blair & Company
174
William Blair & Company
Illinois
$152M +$139K +1,260 +0.1%
DC
175
Davenport & Co
Virginia
$151M +$137K +1,250 +0.1%
5 6
7
8 9