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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 %
CBT
1901
Central Bank & Trust
Kentucky
$790K +$23K +209 +3%
RP
1902
Reinhart Partners
Wisconsin
$784K -$8.25K -75 -1%
WCAMG
1903
Woodard & Company Asset Management Group
North Carolina
$783K +$49.6K +447 +7%
MC
1904
Miles Capital
Iowa
$781K +$240K +2,185 +44%
BP
1905
Bandera Partners
New York
$777K +$777K +7,068 New
EAM
1906
Evanson Asset Management
California
$775K -$41.9K -381 -5%
PWM
1907
Paulson Wealth Management
Illinois
$773K +$2.64K +24 +0.3%
MM
1908
Midas Management
New York
$770K – – –
CC
1909
Cornerstone Capital
California
$770K +$338K +3,075 +78%
GCC
1910
Game Creek Capital
Massachusetts
$770K +$484K +4,400 +169%
AWE
1911
Avidian Wealth Enterprises
Texas
$767K +$3.41K +31 +0.4%
AF
1912
Affiance Financial
Minnesota
$759K -$15.5K -141 -2%
WA
1913
WESPAC Advisors
California
$756K +$327K +2,976 +76%
IF
1914
IRON Financial
Illinois
$755K -$13.1K -119 -2%
WIC
1915
Wilkins Investment Counsel
Massachusetts
$753K -$98.9K -900 -12%
FA
1916
Fortis Advisors
Pennsylvania
$750K -$11K -100 -1%
KIC
1917
Keating Investment Counselors
Florida
$746K – – –
HAIM
1918
Hunter Associates Investment Management
Pennsylvania
$746K – – –
ADBIC
1919
A.D. Beadell Investment Counsel
Wisconsin
$745K – – –
BCM
1920
Breiter Capital Management
Florida
$743K +$86.4K +786 +13%
WSL
1921
Western Standard LLC
California
$742K -$60.5K -550 -8%
RW
1922
REDW Wealth
New Mexico
$742K -$59.7K -543 -7%
NED
1923
Nancy E. Dempze
$741K -$11K -100 -1%
RHAM
1924
Round Hill Asset Management
California
$739K -$8.03K -73 -1%
PCAP
1925
Pratt Collard Advisory Partners
New York
$735K – – –
75 76
77
78 79