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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 %
JSA
2151
Jacobson & Schmitt Advisors
Wisconsin
$375K +$47.7K +434 +15%
AL
2152
Arnhold LLC
New York
$375K +$375K +3,412 New
RIG
2153
Renaissance Investment Group
Massachusetts
$373K -$154K -1,404 -29%
HHAM
2154
HITE Hedge Asset Management
Massachusetts
$373K – – –
UWPG
2155
Ullmann Wealth Partners Group
Florida
$371K -$16.3K -148 -4%
SFS
2156
Summit Financial Strategies
Ohio
$371K -$9.23K -84 -2%
FI
2157
FormulaFolio Investments
Michigan
$371K +$29.6K +269 +9%
KA
2158
Kaizen Advisory
Illinois
$370K -$1.25M -11,335 -77%
DC
2159
Derby & Company
Massachusetts
$370K +$370K +3,362 New
SFG
2160
StrategIQ Financial Group
Indiana
$367K +$367K +3,333 New
BJ
2161
Brouwer & Janachowski
California
$366K -$19.8K -180 -5%
BFG
2162
Bouchey Financial Group
New York
$363K -$85.2K -774 -19%
TFF
2163
The Family Firm
Maryland
$361K -$77.5K -705 -18%
DE
2164
Day & Ennis
Georgia
$361K -$66.8K -607 -16%
TG
2165
TLP Group
Illinois
$360K -$93.2K -848 -21%
VCM
2166
Vigilant Capital Management
Maine
$360K +$46.5K +423 +15%
VSWA
2167
Vontobel Swiss Wealth Advisors
Switzerland
$357K -$79.9K -727 -18%
PAG
2168
Pinnacle Advisory Group
Maryland
$355K -$274K -2,491 -44%
NCM
2169
Northstar Capital Management
New York
$355K – – –
PCTC
2170
Perkins Coie Trust Company
Washington
$355K +$57.8K +526 +19%
JC
2171
Jentner Corp
Ohio
$353K – – –
OKSA
2172
O'Keefe Stevens Advisory
New York
$353K – – –
MLFP
2173
MPS Loria Financial Planners
Illinois
$353K +$1.1K +10 +0.3%
MHIC
2174
Marble Harbor Investment Counsel
Massachusetts
$353K +$61.7K +560 +21%
BC
2175
Blueport Capital
Texas
$353K +$188K +1,707 +113%
85 86
87
88 89