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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 %
TCOO
2076
Trust Company of Oklahoma
Oklahoma
$471K +$8.25K +75 +2%
SIM
2077
Sterling Investment Management
Arizona
$471K – – –
PCP
2078
Proficio Capital Partners
Massachusetts
$469K +$83.1K +755 +22%
IIA
2079
IPG Investment Advisors
California
$466K +$19.2K +175 +4%
SNBOSD
2080
Security National Bank of So Dak
Iowa
$465K +$73.4K +667 +19%
DBRC
2081
D.B. Root & Company
Pennsylvania
$465K +$155K +1,406 +50%
FSA
2082
Financial Services Advisory
Maryland
$465K +$465K +4,231 New
ACA
2083
Ackerman Capital Advisors
Texas
$461K +$14.6K +137 +3%
HPIA
2084
Hamilton Point Investment Advisors
North Carolina
$460K +$42.4K +386 +10%
HKIM
2085
Hayek Kallen Investment Management
Alabama
$457K +$109K +987 +31%
QT
2086
Quantbot Technologies
New York
$457K +$457K +4,161 New
MA
2087
Marshwinds Advisory
Georgia
$454K +$550 +5 +0.1%
WWM
2088
Wagner Wealth Management
South Carolina
$451K +$110 +1 +0%
MC
2089
Menta Capital
California
$451K +$451K +4,100 New
CI
2090
Cambiar Investors
Colorado
$450K -$38.8K -353 -8%
MKC
2091
M. Kraus & Co
Vermont
$450K – – –
EBSAM
2092
Eubel Brady & Suttman Asset Management
Ohio
$449K -$14.5K -132 -3%
BI
2093
Ballast Inc
Kentucky
$446K – – –
WA1
2094
Wimmer Associates 1
California
$446K – – –
SPI
2095
Santori & Peters Inc
Pennsylvania
$446K – – –
MCIA
2096
Mountain Capital Investment Advisors
Colorado
$445K -$174K -1,587 -28%
DWM
2097
Dakota Wealth Management
Florida
$443K -$9.9K -90 -2%
CA
2098
Crewe Advisors
Utah
$443K – – –
WAAG
2099
Wealth Alliance Advisory Group
Kansas
$440K +$75.6K +687 +21%
AIM
2100
Allen Investment Management
New York
$438K -$107K -974 -20%
82 83
84
85 86