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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 %
ECM
2101
Element Capital Management
New York
$436K -$45.8M -416,234 -99%
QC
2102
QCM Cayman
Texas
$435K +$435K +3,957 New
SWP
2103
Strategic Wealth Partners
Ohio
$434K -$704K -6,403 -62%
CAM
2104
Claret Asset Management
Quebec, Canada
$434K -$22K -200 -5%
RIS
2105
Retirement Income Solutions
Michigan
$434K -$17K -154 -4%
DSAM
2106
Dock Street Asset Management
Florida
$434K +$19.8K +180 +5%
FHB
2107
First Hawaiian Bank
Hawaii
$433K +$101K +915 +30%
HPC
2108
Hobart Private Capital
North Carolina
$431K -$21.7K -197 -5%
EA
2109
Elm Advisors
California
$430K -$18K -164 -4%
CWSR
2110
Chessman Wealth Strategies RIA
Texas
$429K +$14.1K +128 +3%
MFW
2111
Mosaic Family Wealth
Missouri
$429K +$16.5K +150 +4%
AC
2112
Avestar Capital
New York
$429K +$29.8K +287 +7%
SWK
2113
Stephen W. Kidder
$428K – – –
ACP
2114
Aveo Capital Partners
Colorado
$424K +$83.9K +763 +25%
ADMI
2115
Albert D. Mason Inc
Massachusetts
$424K +$424K +3,859 New
ATFA
2116
All Terrain Financial Advisors
Minnesota
$422K +$189K +1,720 +81%
ACM
2117
AUA Capital Management
Pennsylvania
$420K -$2.2K -20 -0.5%
TIA
2118
Tandem Investment Advisors
South Carolina
$418K -$89.6K -814 -18%
TPW
2119
Tiller Private Wealth
Pennsylvania
$416K -$249K -2,268 -37%
MWM
2120
Modera Wealth Management
New Jersey
$413K -$72.4K -659 -15%
PHAM
2121
Palisades Hudson Asset Management
Florida
$413K – – –
CIAS
2122
Capital Investment Advisory Services
North Carolina
$412K +$110K +997 +36%
WCM
2123
Weatherstone Capital Management
Colorado
$411K +$27.4K +249 +7%
LRIC
2124
Long Road Investment Counsel
Michigan
$410K – – –
WA
2125
WP Advisors
California
$410K +$39.2K +356 +11%
83 84
85
86 87