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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 %
IF
2426
Ironwood Financial
Arizona
$15K – – –
BCM
2427
Brasada Capital Management
Texas
$13K – – –
TJHA
2428
Thomas J. Herzfeld Advisors
Florida
$11K -$1.35K -12 -11%
TVWM
2429
Tower View Wealth Management
Wisconsin
$11K – – –
RCC
2430
Red Cedar Capital
Nebraska
$11K – – –
GGI
2431
Godsey & Gibb Inc
Virginia
$11K +$11K +102 New
RIM
2432
Ranger Investment Management
Texas
$10K – – –
CGI
2433
CI Global Investments
California
$10K +$10K +90 New
FA
2434
Fagan Associates
New York
$7.28K +$59 +541 +0.8%
BCMIO
2435
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
GWA
2436
Guidant Wealth Advisors
Illinois
$4K +$4K +38 New
TI
2437
Truepoint Inc
Ohio
$3.57K +$3.57K +393 New
SFPIA
2438
Stevens First Principles Investment Advisors
California
$3K – – –
NR
2439
Newfound Research
Massachusetts
$2K +$2K +18 New
HA
2440
Hamel Associates
New Jersey
$759 +$149 +1,350 +24%
AFNAS
2441
American Financial Network Advisory Services
California
$640 -$225K -7,376 -100%
SSA
2442
South Street Advisors
New York
$270 – – –
HCM
2443
Hitchwood Capital Management
New York
– -$58.8M -550,000 Closed
LA
2444
Linden Advisors
New York
– -$50.6M -473,000 Closed
DK
2445
Darrell & King
Virginia
– -$41.6M -389,338 Closed
TBC
2446
Three Bays Capital
Massachusetts
– -$40.7M -380,600 Closed
CHP
2447
Castle Hook Partners
New York
– -$33.6M -314,272 Closed
QIM
2448
Quantitative Investment Management
Virginia
– -$27.8M -260,400 Closed
TIAAOA
2449
Teachers Insurance & Annuity Association of America
New York
– -$22.6M -210,910 Closed
BCM
2450
Barometer Capital Management
Ontario, Canada
– -$19.7M -184,500 Closed
96 97
98
99 100