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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 %
NIA
2401
Northstar Investment Advisors
Colorado
$44K – – –
CIM
2402
Corbyn Investment Management
Maryland
$44K +$44K +400 New
AP
2403
Arlington Partners
Alabama
$43K +$43K +395 New
SPL
2404
Smart Portfolios LLC
Washington
$42K +$42K +385 New
NIM
2405
NuWave Investment Management
New Jersey
$41K +$35.1K +323 +598%
MGI
2406
MayTech Global Investments
New York
$41K +$41K +375 New
BC
2407
Blackhill Capital
New Jersey
$38K -$21.7K -200 -36%
ML
2408
McAdam LLC
Pennsylvania
$38K +$38K +346 New
WAM
2409
Watermark Asset Management
California
$37K – – –
CFC
2410
Coyle Financial Counsel
Illinois
$36K +$36K +329 New
AWMS
2411
Advocacy Wealth Management Services
Georgia
$34K -$12.3K -111 -27%
LWA
2412
Lowe Wealth Advisors
Maryland
$34K +$25.1K +231 +282%
CAGAS
2413
Capital Advisory Group Advisory Services
Minnesota
$34K +$34K +304 New
RBC
2414
Roble Belko & Company
Pennsylvania
$33K – – –
ST
2415
Sageworth Trust
Pennsylvania
$33K +$33K +299 New
HL
2416
Harding Loevner
New Jersey
$32K -$29.8K -275 -48%
TC
2417
Trilogy Capital
California
$31K +$31K +285 New
MFT
2418
Moisand Fitzgerald Tamayo
Florida
$27K – – –
AIL
2419
AGF Investments LLC
Ontario, Canada
$26K +$432 +4 +2%
HWP
2420
Hefty Wealth Partners
Indiana
$25K – – –
WCM
2421
Wealthcare Capital Management
Virginia
$23K +$10K +90 +78%
SIS
2422
Sound Income Strategies
Florida
$21K -$3.91K -35 -16%
HWM
2423
Holloway Wealth Management
Florida
$21K -$29K – –
PCIA
2424
Prime Capital Investment Advisors
Kansas
$19K +$19K +173 New
SLF
2425
Sun Life Financial
Ontario, Canada
$15.7K -$53.6K -5,891 -77%
95 96
97
98 99