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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 %
CGA
1776
Crescent Grove Advisors
Illinois
$1.11M +$22.5K +205 +2%
BL
1777
BFSG LLC
California
$1.1M +$115K +1,046 +12%
SSG
1778
Summit Securities Group
New York
$1.1M -$2.81M -25,500 -72%
CC
1779
Colrain Capital
Massachusetts
$1.1M -$657K -5,970 -37%
SG
1780
StoneX Group
New York
$1.1M +$71.2K +648 +7%
HK
1781
Horizon Kinetics
New York
$1.1M +$116K +1,059 +12%
SCP
1782
Syntal Capital Partners
Texas
$1.1M +$111K +1,013 +11%
WAP
1783
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$123K +1,115 +13%
MCM
1784
Mitchell Capital Management
Kansas
$1.09M +$496K +4,514 +83%
PAMG
1785
Patton Albertson Miller Group
Tennessee
$1.09M -$65.7K -597 -6%
CT
1786
CPF Texas
Texas
$1.09M -$11K -100 -1%
AIC
1787
Ayalon Insurance Company
Israel
$1.09M – – –
LJHT
1788
Laurie J. Hall Trustee
$1.08M -$19.2K -175 -2%
RWM
1789
Ritholtz Wealth Management
New York
$1.08M -$6.05K -55 -0.6%
PIM
1790
Profit Investment Management
Maryland
$1.08M -$341K -3,104 -24%
AAM
1791
American Asset Management
Florida
$1.07M – – –
GHAM
1792
Gilman Hill Asset Management
Connecticut
$1.07M +$54.9K +499 +5%
PP
1793
PDS Planning
Ohio
$1.06M +$5.17K +47 +0.5%
GCMG
1794
Gyroscope Capital Management Group
Florida
$1.06M -$37.4K -340 -3%
CAG
1795
Crestwood Advisors Group
Massachusetts
$1.06M -$72.5K -659 -6%
HBWM
1796
Hollow Brook Wealth Management
New York
$1.06M – – –
SWA
1797
Sutton Wealth Advisors
Florida
$1.06M +$7.81K +71 +0.7%
AA
1798
Alesco Advisors
New York
$1.06M +$1.32K +12 +0.1%
AWM
1799
AllSquare Wealth Management
New York
$1.05M -$26.3K -239 -2%
MWVC
1800
Morgens Waterfall Vintiadis & Co
New York
$1.05M +$550K +5,000 +109%
70 71
72
73 74