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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 %
GC
2176
Gilbert & Cook
Iowa
$352K -$60.9K -554 -15%
CHP
2177
Cable Hill Partners
Oregon
$352K -$38.3K -352 -10%
WI
2178
Wedgewood Investors
Pennsylvania
$352K -$6.26K -57 -2%
IRC
2179
Investors Research Corp
Georgia
$350K – – –
CMBA
2180
C.M. Bidwell & Associates
Hawaii
$350K +$107K +975 +44%
FSCM
2181
Front Street Capital Management
Montana
$348K -$1.87K -17 -0.5%
HTHT
2182
Hemenway Trust Hemenway Trust
New Hampshire
$348K +$51.8K +472 +18%
SG
2183
Strid Group
Pennsylvania
$347K -$3.52K -31 -1%
CWM
2184
Cranbrook Wealth Management
Michigan
$347K – – –
KJWM
2185
Kiley Juergens Wealth Management
Washington
$347K +$150K +1,372 +77%
WCWM
2186
Willow Creek Wealth Management
California
$346K +$346K +3,143 New
JGIA
2187
Jackson Grant Investment Advisers
Connecticut
$343K +$20.4K +185 +6%
EP
2188
Elkhorn Partners
Nebraska
$341K -$11K -100 -3%
AIA
2189
AIMZ Investment Advisors
California
$341K – – –
GAM
2190
Gemmer Asset Management
California
$341K +$8.02K +73 +2%
HFA
2191
Huber Financial Advisors
Illinois
$341K +$16.3K +148 +5%
IWA
2192
Intercontinental Wealth Advisors
Texas
$339K +$6.71K +61 +2%
AWA
2193
AmeriServ Wealth Advisors
Pennsylvania
$337K – – –
WFWM
2194
Wechter Feldman Wealth Management
New Jersey
$337K – – –
VNA
2195
VNBTrust National Association
Virginia
$336K -$188K -1,710 -36%
I2I
2196
Insight 2811 Inc
Illinois
$336K +$330 +3 +0.1%
CCA
2197
Conestoga Capital Advisors
Pennsylvania
$336K +$12.1K +110 +4%
MUS
2198
Mitsubishi UFJ Securities
Japan
$335K +$113K +1,030 +51%
QCMC
2199
Quantum Capital Management (California)
California
$333K -$47.6K -433 -13%
NPPM
2200
North Point Portfolio Managers
Ohio
$333K +$21.8K +198 +7%
86 87
88
89 90