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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 %
MJRIC
1951
Mogy Joel R Investment Counsel
California
$698K – – –
CHA
1952
Carmichael Hill & Associates
Maryland
$696K -$8.69K -79 -1%
PGA
1953
Portland Global Advisors
Maine
$696K -$990 -9 -0.1%
CIP
1954
Capital Insight Partners
Arizona
$696K +$61.1K +555 +10%
HHGA
1955
Halbert Hargrove Global Advisors
California
$690K -$19.5K -177 -3%
TRIM
1956
Thompson Rubinstein Investment Management
Oregon
$688K – – –
THWM
1957
Taylor Hoffman Wealth Management
Virginia
$684K +$151K +1,375 +28%
BBA
1958
Braun-Bostich & Associates
Pennsylvania
$681K -$98.6K -897 -13%
WDL
1959
Well Done LLC
Michigan
$680K -$110K -1,000 -14%
Edgewood Management
1960
Edgewood Management
Connecticut
$677K -$86.8K -790 -11%
RB
1961
Rodgers Brothers
Pennsylvania
$677K +$25.5K +232 +4%
MSAM
1962
Moloney Securities Asset Management
Missouri
$676K +$101K +916 +17%
DAM
1963
Doheny Asset Management
California
$674K – – –
AIP
1964
Almanack Investment Partners
Pennsylvania
$673K +$138K +1,253 +26%
CWM
1965
Connecticut Wealth Management
Connecticut
$671K +$46.4K +430 +7%
ODCM
1966
Old Dominion Capital Management
Virginia
$668K +$83.2K +756 +14%
CVM
1967
Cheviot Value Management
California
$666K +$33K +300 +5%
AW
1968
Alpha Windward
Massachusetts
$662K +$5.39K +49 +0.8%
AF
1969
Aldebaran Financial
$660K +$330 +3 +0%
VCM
1970
Vision Capital Management
Oregon
$659K +$659K +5,991 New
TI
1971
Trexquant Investment
Connecticut
$658K +$658K +5,984 New
BAM
1972
Bruderman Asset Management
New York
$656K +$440 +4 +0.1%
NVIM
1973
New Vernon Investment Management
Illinois
$655K – – –
MCA
1974
Morris Capital Advisors
Pennsylvania
$654K +$7.15K +65 +1%
VC
1975
Vicus Capital
Pennsylvania
$650K -$6.05K -55 -0.9%
77 78
79
80 81