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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 %
TMC
1751
Trellus Management Company
Florida
$1.21M – – –
BWM
1752
BerganKDV Wealth Management
Minnesota
$1.21M -$79.9K -726 -6%
MWM
1753
Mission Wealth Management
California
$1.21M +$42.7K +388 +4%
AP
1754
Atwood & Palmer
Missouri
$1.2M – – –
OAM
1755
Oak Asset Management
California
$1.2M -$37.4K -340 -3%
CHJWM
1756
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M -$45.3K -420 -4%
FPCP
1757
Fort Point Capital Partners
California
$1.2M +$317K +2,880 +36%
MIS
1758
Morningstar Investment Services
Illinois
$1.2M +$99.6K +906 +9%
HFA
1759
High Falls Advisors
New York
$1.19M +$13.2K +120 +1%
BHBT
1760
Burke & Herbert Bank & Trust
Virginia
$1.19M – – –
BCM
1761
Brown Capital Management
Maryland
$1.19M -$80.6K -733 -6%
GA
1762
Geller Advisors
New York
$1.19M +$1.19M +10,797 New
JFA
1763
JNBA Financial Advisors
Minnesota
$1.18M +$59.8K +544 +5%
RP
1764
Riverbridge Partners
Minnesota
$1.16M – – –
SFG
1765
Summit Financial Group
West Virginia
$1.16M +$211K +1,920 +22%
KF
1766
Krilogy Financial
Missouri
$1.16M +$60.8K +553 +6%
UIA
1767
UBP Investment Advisors
Switzerland
$1.16M +$308K +2,798 +36%
MPPLM
1768
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.15M +$41.9K +381 +4%
CAI
1769
Capital Advisors Inc
Oklahoma
$1.15M -$3.25M -29,508 -74%
GCA
1770
Gradient Capital Advisors
California
$1.15M +$5.17K +47 +0.5%
CAM
1771
ClariVest Asset Management
California
$1.14M -$74.2K -674 -6%
PFC
1772
Phocas Financial Corp
California
$1.14M – – –
PK
1773
Pflug Koory
Nebraska
$1.13M -$19.2K -175 -2%
BIA
1774
Bigelow Investment Advisors
Maine
$1.12M +$705K +6,410 +170%
TAM
1775
Trillium Asset Management
Massachusetts
$1.12M +$557K +5,063 +99%
69 70
71
72 73