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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 %
TWM
2301
Titus Wealth Management
California
$224K +$224K +2,039 New
FFWA
2302
FRG Family Wealth Advisors
Washington
$224K +$224K +2,040 New
BHTS
2303
Bar Harbor Trust Services
Maine
$223K – – –
NAMP
2304
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$221K – – –
TCCM
2305
Timber Creek Capital Management
Massachusetts
$221K – – –
ME
2306
McIlrath & Eck
Washington
$221K – – –
CA
2307
Corrado Advisors
New Jersey
$221K +$221K +2,014 New
ARMC
2308
American Research & Management Company
Massachusetts
$220K – – –
GRQ
2309
Gardner Russo & Quinn
Pennsylvania
$220K – – –
HC
2310
Hourglass Capital
Texas
$220K – – –
GAM
2311
Garrison Asset Management
Arkansas
$220K – – –
TCM
2312
Tanaka Capital Management
New York
$220K +$8.91K +81 +4%
HCM
2313
Harvey Capital Management
Florida
$219K – – –
CC
2314
Centiva Capital
New York
$219K +$219K +1,988 New
OAM
2315
Occidental Asset Management
California
$218K – – –
FEG
2316
Financial Enhancement Group
Indiana
$218K – – –
CCM
2317
Chickasaw Capital Management
Tennessee
$217K – – –
BCB
2318
Brian C. Broderick
$214K – – –
CAL
2319
Capital Advisors Ltd
Ohio
$213K – – –
MPM
2320
Meritage Portfolio Management
Kansas
$213K – – –
HCM
2321
Harvest Capital Management
New Hampshire
$212K – – –
DWA
2322
Divergent Wealth Advisors
Utah
$212K +$212K +1,931 New
DPI
2323
Diversified Portfolios Inc
Michigan
$211K – – –
CAM
2324
Crestone Asset Management
Colorado
$211K – – –
CCMT
2325
CMT Capital Markets Trading
Germany
$211K +$211K +1,917 New
91 92
93
94 95