JPM icon

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 %
LCM
1726
Logan Capital Management
Pennsylvania
$1.3M +$44.9K +408 +4%
GIM
1727
Greylin Investment Management
Virginia
$1.3M -$40K -364 -3%
PWAP
1728
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.3M +$40.1K +365 +3%
GWM
1729
Greenwich Wealth Management
Connecticut
$1.29M -$7.26K -66 -0.6%
HJA
1730
Hugh Johnson Advisors
New York
$1.29M +$1.21K +11 +0.1%
DC
1731
DeDora Capital
California
$1.28M +$72.1K +656 +6%
PFBT
1732
Parkside Financial Bank & Trust
Missouri
$1.28M -$21.6K -196 -2%
NWP
1733
Northstar Wealth Partners
Connecticut
$1.28M -$80.3K -730 -6%
CBA
1734
Coastal Bridge Advisors
Connecticut
$1.27M +$265K +2,368 +26%
KAS
1735
Kemnay Advisory Services
New York
$1.27M -$67.4K -613 -5%
LC
1736
Loews Corp
New York
$1.27M – – –
LC
1737
LCNB Corp
Ohio
$1.26M -$32.5K -296 -3%
NWS
1738
Newport Wealth Strategies
California
$1.26M +$127K +1,157 +11%
FEG
1739
Fund Evaluation Group
Ohio
$1.25M – – –
MAM
1740
Martingale Asset Management
Massachusetts
$1.25M -$1.23M -11,193 -50%
FFC
1741
First Financial Corp
Indiana
$1.25M -$294K -2,668 -19%
CAAS
1742
Capital Asset Advisory Services
Michigan
$1.24M +$8.69K +79 +0.7%
EM
1743
ELCO Management
New York
$1.23M +$10.9K +99 +0.9%
RIA
1744
Regal Investment Advisors
Michigan
$1.23M +$100K +913 +9%
AWS
1745
AJ Wealth Strategies
New York
$1.23M +$5.72K +52 +0.5%
SFG
1746
Sather Financial Group
Texas
$1.22M +$7.48K +68 +0.6%
OIM
1747
Orca Investment Management
Oregon
$1.22M -$389K -3,538 -24%
MIM
1748
Miller Investment Management
Pennsylvania
$1.21M +$3.85K +35 +0.3%
RPC
1749
Rossmore Private Capital
Connecticut
$1.21M -$252K -2,294 -17%
SAM
1750
Shamrock Asset Management
Texas
$1.21M -$38.5K -341 -3%
68 69
70
71 72