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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 %
PV
1801
Private Vista
Illinois
$1.05M +$620K +5,633 +143%
CIM
1802
Confluence Investment Management
Missouri
$1.05M +$280K +2,546 +36%
FDS
1803
First Dallas Securities
Texas
$1.05M +$34.9K +314 +3%
BFPW
1804
BOK Financial Private Wealth
Colorado
$1.05M -$98.4K -895 -9%
PC
1805
PhiloSmith Capital
Connecticut
$1.05M – – –
VIM
1806
Vista Investment Management
Pennsylvania
$1.05M -$12.1K -110 -1%
VF
1807
Virtu Financial
New York
$1.04M -$65.5K -595 -6%
PAM
1808
Palisade Asset Management
Minnesota
$1.04M – – –
AIP
1809
Ahrens Investment Partners
Louisiana
$1.03M -$4.51K -41 -0.4%
SWA
1810
SFMG Wealth Advisors
Texas
$1.03M +$97.2K +884 +10%
CA
1811
Cambridge Advisors
Nebraska
$1.03M -$5.17K -47 -0.5%
CM
1812
Columbus Macro
Pennsylvania
$1.02M -$101K -916 -9%
KIA
1813
Kopp Investment Advisors
Minnesota
$1.02M -$39.7K -361 -4%
AI
1814
Amplify Investments
Illinois
$1.02M +$1.02M +9,282 New
MA
1815
MCF Advisors
Kentucky
$1.02M +$4.18K +38 +0.4%
BCP
1816
Berkeley Capital Partners
Georgia
$1.02M +$571K +5,197 +129%
DA
1817
Denali Advisors
California
$1.01M -$1.75M -15,900 -63%
NHC
1818
Nicholas Hoffman & Company
Georgia
$1.01M +$252K +2,289 +33%
WG
1819
Winton Group
United Kingdom
$1.01M -$247K -2,250 -20%
MCWS
1820
McKinley Carter Wealth Services
West Virginia
$1.01M +$110 +1 +0%
SSP
1821
Sapphire Star Partners
Washington
$1.01M – – –
RTS
1822
Round Table Services
New Jersey
$1.01M +$75.8K +689 +8%
WA
1823
Wheatland Advisors
Pennsylvania
$999K – – –
PW
1824
Price Wealth
Texas
$999K +$871K +7,920 +683%
GFP
1825
Gryphon Financial Partners
Ohio
$996K +$32.3K +294 +3%
71 72
73
74 75