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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 %
PEA
2026
Pacific Edge Advisors
California
$557K +$255K +2,316 +84%
ACG
2027
Allen Capital Group
Nebraska
$557K +$271K +2,466 +95%
MIP
2028
Marietta Investment Partners
Wisconsin
$555K – – –
ED
2029
Exane Derivatives
France
$555K +$548K +5,095 +8,492%
OAM
2030
Oberweis Asset Management
Illinois
$554K -$21.6K -197 -4%
FC
2031
Financial Consulate
Maryland
$554K +$5.5K +50 +1%
LF
2032
Lee Financial
Texas
$554K +$29.2K +265 +6%
RG
2033
Rikoon Group
New Mexico
$552K +$117K +1,089 +27%
LC
2034
Landaas & Company
Wisconsin
$551K +$15K +136 +3%
ACM
2035
Alethea Capital Management
Washington
$550K -$38.5K -350 -7%
HCC
2036
Hirtle Callaghan & Co
Pennsylvania
$550K – – –
FM
2037
Family Management
New York
$548K – – –
RFA
2038
Reilly Financial Advisors
California
$546K -$47.4K -431 -8%
SAM
2039
SignalPoint Asset Management
Missouri
$546K +$1.1K +10 +0.2%
AAP
2040
Arax Advisory Partners
Colorado
$542K +$25.7K +234 +5%
SHGA
2041
Sand Hill Global Advisors
California
$539K -$6.84M -62,234 -93%
VNA
2042
Valley National Advisers
Pennsylvania
$539K +$1.21K +11 +0.2%
MIH
2043
Meitav Investment House
Israel
$535K +$96.6K +881 +22%
BWA
2044
Burt Wealth Advisors
Maryland
$531K -$22.6K -206 -4%
FIG
2045
FundX Investment Group
California
$530K – – –
FBT
2046
First Bank & Trust
South Dakota
$529K +$550 +5 +0.1%
PIA
2047
Pinion Investment Advisors
Kansas
$529K +$529K +4,814 New
FCMC
2048
Founders Capital Management (Connecticut)
Connecticut
$528K +$127K +1,175 +32%
GG
2049
GenWealth Group
New Jersey
$523K – – –
XSC
2050
X-Square Capital
Puerto Rico
$523K +$7.82K +71 +2%
80 81
82
83 84