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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 %
CC
2001
Cedar Capital
Illinois
$592K +$20.5K +186 +4%
AWM
2002
Arbor Wealth Management
Florida
$591K -$146K -1,281 -20%
FCB
2003
First Command Bank
Texas
$588K +$11.2K +102 +2%
FCFS
2004
First Command Financial Services
Texas
$588K +$11.2K +102 +2%
FWM
2005
Focused Wealth Management
New York
$587K -$25K -227 -4%
WDA
2006
Wendell David Associates
New Hampshire
$586K +$42.8K +389 +8%
KA
2007
Klingman & Associates
New York
$586K +$59.6K +542 +11%
OFW
2008
Omnia Family Wealth
Florida
$584K -$66K -601 -10%
OLA
2009
Oliver Luxxe Assets
New Jersey
$584K -$8.14K -74 -1%
ECAM
2010
East Coast Asset Management
Massachusetts
$583K -$134K -1,216 -19%
CCP
2011
Clarkston Capital Partners
Michigan
$583K -$27.6K -251 -5%
CCMW
2012
Cypress Capital Management (Wyoming)
Wyoming
$578K – – –
LIA
2013
LBMC Investment Advisors
Tennessee
$577K – – –
WIA
2014
Westbourne Investment Advisors
Maryland
$575K – – –
KFA
2015
Kelleher Financial Advisors
New York
$575K – – –
HWA
2016
Heritage Wealth Advisors
Virginia
$575K +$1.98K +18 +0.3%
CCM
2017
Consolidated Capital Management
California
$574K – – –
CCA
2018
Clearwater Capital Advisors
Illinois
$574K – – –
FCIM
2019
Fairview Capital Investment Management
California
$572K +$165K +1,500 +40%
MIC
2020
Meridian Investment Counsel
California
$571K – – –
CYG
2021
Clean Yield Group
Vermont
$568K -$87.4K -794 -13%
WAG
2022
Winthrop Advisory Group
Massachusetts
$565K -$29.1K -264 -5%
SIM
2023
Sadoff Investment Management
Wisconsin
$565K – – –
DW
2024
Domani Wealth
Pennsylvania
$563K – – –
UC
2025
Unio Capital
New Jersey
$561K -$103K -940 -16%
79 80
81
82 83