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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 %
IIM
1926
Ironwood Investment Management
Massachusetts
$733K – – –
PFS
1927
Physicians Financial Services
North Carolina
$728K +$728K +6,737 New
NCM
1928
Northside Capital Management
Oregon
$727K +$23.7K +215 +3%
JFGLC
1929
Johnson Financial Group LLC (Colorado)
Colorado
$726K -$181K -1,644 -20%
TIM
1930
Tortoise Investment Management
New York
$726K -$22K -200 -3%
GSBTD
1931
Glenview State Bank Trust Department
Illinois
$726K – – –
DCM
1932
Driehaus Capital Management
Illinois
$725K +$280K +2,544 +63%
SIC
1933
SFE Investment Counsel
California
$724K -$7.26K -66 -1%
BFG
1934
Beacon Financial Group
Texas
$722K +$66.1K +601 +10%
BWM
1935
Baystate Wealth Management
Massachusetts
$722K +$535K +4,823 +286%
LP
1936
LMR Partners
United Kingdom
$721K – – –
AIM
1937
Arcadia Investment Management
Michigan
$718K – – –
STMM
1938
South Texas Money Management
Texas
$716K +$17.8K +162 +3%
AIA
1939
Allegis Investment Advisors
Idaho
$713K -$138K -1,253 -16%
HI
1940
Harrington Investments
California
$712K – – –
LCM
1941
LVM Capital Management
Michigan
$712K +$2.31K +21 +0.3%
BCM
1942
Brookstone Capital Management
Illinois
$710K +$1.21K +11 +0.2%
MFW
1943
Meristem Family Wealth
Minnesota
$709K +$55K +500 +8%
JWA
1944
JFS Wealth Advisors
Pennsylvania
$707K -$404K -3,670 -36%
CWG
1945
C WorldWide Group
Denmark
$707K – – –
AMCA
1946
Arthur M. Cohen & Associates
Illinois
$706K -$90.4K -842 -11%
CPA
1947
Clear Perspective Advisors
Illinois
$706K +$317K +2,881 +81%
IIM
1948
Intact Investment Management
Quebec, Canada
$704K -$110K -1,000 -14%
CCC
1949
Chelsea Counsel Company
California
$703K -$25.3K -230 -3%
Members Trust
1950
Members Trust
Florida
$700K +$28.3K +258 +4%
76 77
78
79 80