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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 %
BRF
2251
B. Riley Financial
California
$276K +$12.4K +112 +5%
JC
2252
Jacobs & Co
California
$275K -$263K -2,389 -49%
ROC
2253
River Oaks Capital
Minnesota
$275K – – –
CC
2254
Capital Counsel
New York
$275K +$20.2K +184 +8%
HCA
2255
Heck Capital Advisors
Wisconsin
$274K -$330 -3 -0.1%
WVP
2256
Worth Venture Partners
New Jersey
$274K +$274K +2,490 New
VCWA
2257
Vanguard Capital Wealth Advisors
Colorado
$271K +$44.2K +409 +19%
VAM
2258
Visionary Asset Management
Texas
$268K -$1.31K -12 -0.5%
XS
2259
XML Securities
Maryland
$267K – – –
TFA
2260
Toth Financial Advisory
Virginia
$267K +$770 +7 +0.3%
WCM
2261
Wallace Capital Management
Texas
$265K – – –
NA
2262
Navellier & Associates
Nevada
$264K -$186K -1,690 -41%
IP
2263
Isthmus Partners
Wisconsin
$264K -$6.48K -59 -2%
LA
2264
Legacy Advisors
Pennsylvania
$264K +$89.1K +809 +51%
FMP
2265
Financial Management Professionals
Texas
$262K -$1.1K -10 -0.4%
TIP
2266
Torray Investment Partners
Maryland
$262K – – –
CA
2267
Continuum Advisory
Idaho
$260K -$253K -2,295 -49%
I
2268
INVST
Indiana
$259K -$3.03K -28 -1%
PAM
2269
PVG Asset Management
Colorado
$258K -$337K -3,062 -57%
MWM
2270
Mascoma Wealth Management
New Hampshire
$256K – – –
TFO
2271
Tarbox Family Office
California
$256K +$11K +100 +4%
SRCM
2272
Swift Run Capital Management
Virginia
$255K – – –
HCP
2273
Holt Capital Partners
Texas
$255K +$22K +200 +9%
SAM
2274
Summit Asset Management
Tennessee
$253K – – –
VIMU
2275
Veritas Investment Management (UK)
United Kingdom
$253K – – –
89 90
91
92 93