JPM icon

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 %
TRSOTSOK
201
Teachers Retirement System of the State of Kentucky
Kentucky
$123M -$14.5M -131,687 -11%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$121M -$5.8M -52,774 -5%
HighTower Advisors
203
HighTower Advisors
Illinois
$121M +$348K +3,162 +0.3%
GIBU
204
Gulf International Bank (UK)
United Kingdom
$120M -$2.1M -19,057 -2%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$118M +$1.01M +9,139 +0.9%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$117M -$2.74M -24,942 -2%
JWBC
207
John W. Bristol & Co
New York
$117M -$1.19M -10,844 -1%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$116M +$409K +3,716 +0.4%
ACM
209
Argent Capital Management
Missouri
$116M -$1.27M -11,518 -1%
MIM
210
MetLife Investment Management
New Jersey
$114M -$4.48M -40,751 -4%
SWITC
211
Stewart West Indies Trading Company
Colorado
$113M – – –
CGT
212
Capital Guardian Trust
California
$111M +$22.1M +201,037 +25%
FI
213
Focused Investors
California
$110M -$2.97M -27,000 -3%
Lazard Asset Management
214
Lazard Asset Management
New York
$110M +$3.91M +35,520 +4%
FAF
215
Fjarde Ap-fonden
Sweden
$108M -$999K -9,080 -0.9%
GQG Partners
216
GQG Partners
Florida
$108M +$81.6M +742,425 +313%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$107M +$2.93M +26,637 +3%
SCM
218
Smead Capital Management
Arizona
$106M -$22.5M -204,817 -18%
ZIM
219
Zacks Investment Management
Illinois
$106M -$15.2M -138,504 -13%
Nomura Asset Management
220
Nomura Asset Management
Japan
$104M +$2.26M +20,521 +2%
CVA
221
Ceredex Value Advisors
Florida
$104M +$104M +949,545 New
LPL Financial
222
LPL Financial
California
$103M +$13.2M +119,939 +15%
ASRS
223
Arizona State Retirement System
Arizona
$102M -$4.46M -40,600 -4%
Millennium Management
224
Millennium Management
New York
$101M -$26.1M -237,446 -21%
FAM
225
Fred Alger Management
New York
$98.8M -$44.2M -401,591 -31%
7 8
9
10 11