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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 %
PGA
1976
Premia Global Advisors
Florida
$650K – – –
MSS
1977
Mitchell Sinkler & Starr
Pennsylvania
$650K +$381K +3,468 +142%
CP
1978
Castleview Partners
Texas
$650K +$650K +5,911 New
EWM
1979
Empirical Wealth Management
Washington
$646K +$134K +1,223 +26%
PIM
1980
Provident Investment Management
Michigan
$645K – – –
BST
1981
Bath Savings Trust
Maine
$643K +$436K +3,961 +210%
CMTU
1982
Capital Markets Trading (UK)
United Kingdom
$642K +$642K +5,834 New
MLIC
1983
Mandatum Life Insurance Company
Finland
$638K – – –
MWM
1984
Merriman Wealth Management
Washington
$631K +$52.9K +481 +9%
BFM
1985
Boothbay Fund Management
New York
$631K +$378K +3,439 +150%
FWP
1986
FAS Wealth Partners
Kansas
$629K +$58.7K +534 +10%
AAM
1987
Ascension Asset Management
New York
$621K – – –
SQA
1988
Simon Quick Advisors
New Jersey
$618K -$18.5K -168 -3%
MCM
1989
MV Capital Management
Maryland
$618K -$9.35K -85 -1%
BB
1990
Bell Bank
North Dakota
$618K -$1.98K -18 -0.3%
MWP
1991
Moller Wealth Partners
$616K – – –
SE
1992
Summit Equities
New Jersey
$615K – – –
VCM
1993
Virtue Capital Management
Tennessee
$610K +$371K +3,350 +156%
MC
1994
Marcus Capital
Illinois
$608K +$30.3K +275 +5%
REMPR
1995
Roof Eidam Maycock Peralta (REMP)
California
$607K +$18.7K +170 +3%
GJL
1996
Gendell Jeffrey L
$605K -$2.88M -26,155 -83%
PAA
1997
Peregrine Asset Advisers
Oregon
$598K +$14.3K +130 +2%
OIA
1998
OneDigital Investment Advisors
Kansas
$596K +$97.6K +888 +20%
BHA
1999
Beech Hill Advisors
New York
$595K -$16.5K -150 -3%
RPAM
2000
Rhenman & Partners Asset Management
Sweden
$593K +$96K +873 +19%
78 79
80
81 82