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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 %
EIG
2326
Ellenbecker Investment Group
Wisconsin
$210K -$40.9K -371 -16%
NFG
2327
Nations Financial Group
Iowa
$210K +$210K +1,906 New
LRIA
2328
Leonard Rickey Investment Advisors
Washington
$209K – – –
CA
2329
Capital Advantage
California
$209K +$209K +1,896 New
FWSM
2330
First Wilshire Securities Management
California
$208K – – –
KTA
2331
Keeley-Teton Advisors
Illinois
$208K – – –
LWA
2332
Lenox Wealth Advisors
New York
$208K +$17.5K +159 +9%
HCM
2333
HMS Capital Management
Tennessee
$208K +$208K +1,889 New
AAM
2334
Azzad Asset Management
Virginia
$207K – – –
RBCM
2335
Raub Brock Capital Management
California
$204K +$204K +1,856 New
NP
2336
NorthRock Partners
Minnesota
$203K +$203K +1,844 New
RHFI
2337
Reilly Herbert Faulkner III
$202K +$202K +1,834 New
NIC
2338
Northwest Investment Counselors
Oregon
$201K -$10.8K -98 -5%
MSFP
2339
Mark Sheptoff Financial Planning
Connecticut
$201K +$33K +300 +20%
AC
2340
Avenir Corporation
Virginia
$201K +$201K +1,830 New
SC
2341
SRB Corp
Massachusetts
$200K -$13.6K -124 -6%
NC
2342
NewSquare Capital
Pennsylvania
$198K +$8.14K +74 +4%
BC
2343
Barnett & Company
Tennessee
$194K – – –
MWM
2344
MinichMacGregor Wealth Management
New York
$193K +$3.07K +28 +2%
PO
2345
Private Ocean
California
$186K +$90.5K +824 +95%
HCM
2346
Horrell Capital Management
Arkansas
$181K – – –
AIS
2347
Accurate Investment Solutions
Pennsylvania
$172K -$5.81K -53 -3%
AWM
2348
Aevitas Wealth Management
Massachusetts
$167K +$16.9K +154 +11%
SAS
2349
Stelac Advisory Services
New York
$162K +$162K +1,475 New
NCM
2350
New Capital Management
Texas
$156K +$38.1K +346 +32%
92 93
94
95 96