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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 %
QI
2351
QV Investors
Alberta, Canada
$151K +$31.8K +290 +27%
FGC
2352
Financial Gravity Companies
Texas
$150K +$53.5K +497 +55%
FGAM
2353
Financial Gravity Asset Management
Texas
$150K +$150K +1,394 New
HFM
2354
Harvest Fund Management
China
$144K – – –
PCC
2355
Park Circle Company
Maryland
$143K – – –
PCFFS
2356
Pacific Center for Financial Services
California
$143K – – –
CC
2357
Claybrook Capital
Massachusetts
$143K +$33K +300 +30%
LWM
2358
Lenox Wealth Management
Ohio
$137K -$74.1K -675 -35%
OBWP
2359
O'Brien Wealth Partners
Massachusetts
$127K +$127K +1,151 New
CFD
2360
Creative Financial Designs
Indiana
$126K -$10.4K -95 -8%
TCM
2361
TD Capital Management
Tennessee
$123K – – –
C
2362
Cerebellum
California
$122K -$659 -6 -0.5%
RFWA
2363
RPg Family Wealth Advisory
Massachusetts
$117K +$90.7K +825 +344%
KBFS
2364
Kohmann Bosshard Financial Services
Ohio
$117K – – –
OHS
2365
Odey Holdings (Switzerland)
Switzerland
$115K – – –
AA
2366
AlphaMark Advisors
Kentucky
$109K – – –
SCA
2367
Stuart Chaussee & Associates
California
$99K -$27.3K -250 -22%
BCI
2368
Brinker Capital Investments
Pennsylvania
$97K +$33.9K +309 +54%
CPP
2369
Crow Point Partners
Massachusetts
$92K +$92K +834 New
CA
2370
Centerpoint Advisors
Massachusetts
$91K – – –
RFM
2371
Royal Fund Management
Florida
$88K +$9.28K +85 +12%
GCM
2372
Grisanti Capital Management
New York
$85K -$19.3K -175 -19%
LYV
2373
Live Your Vision
Pennsylvania
$85K +$112 +1 +0.1%
PS
2374
Portfolio Strategies
New York
$80K +$221 +2 +0.3%
SWMG
2375
Signature Wealth Management Group
Georgia
$80K +$7.69K +70 +11%
93 94
95
96 97