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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 %
GAM
2451
GVO Asset Management
Switzerland
– -$19.7M -184,072 Closed
CW
2452
Cabot-Wellington
Massachusetts
– -$16.4M -153,210 Closed
6M
2453
6 Meridian
Kansas
– -$14.8M -138,288 Closed
Ninety One (UK)
2454
Ninety One (UK)
United Kingdom
– -$10.2M -95,300 Closed
ARTA
2455
A.R.T. Advisors
New York
– -$9.54M -89,210 Closed
LPC
2456
Loeb Partners Corp
New York
– -$9.25M -86,500 Closed
VIA
2457
Virtus Investment Advisers
Connecticut
– -$8.76M -81,876 Closed
SH
2458
Sandia Holdings
Connecticut
– -$8.41M -78,623 Closed
AI
2459
Ariel Investments
Illinois
– -$7.21M -67,440 Closed
TRCT
2460
Tower Research Capital (TRC)
New York
– -$6.91M -64,648 Closed
IP
2461
Interval Partners
New York
– -$6.25M -58,427 Closed
PCA
2462
PL Capital Advisors
Florida
– -$5.94M -55,510 Closed
LA
2463
Leonetti & Associates
Illinois
– -$5.83M -54,475 Closed
DS
2464
DRW Securities
Illinois
– -$5.2M -48,624 Closed
KC
2465
Kepos Capital
New York
– -$4.85M -45,383 Closed
MTIM
2466
Marathon Trading Investment Management
Pennsylvania
– -$4.24M -39,633 Closed
LJAC
2467
L.J. Altfest & Co
New York
– -$4.17M -38,952 Closed
BCM
2468
Bluefin Capital Management
New York
– -$3.57M -33,426 Closed
PSF
2469
Pacific Sun Financial
California
– -$3.57M -33,421 Closed
KM
2470
Kalos Management
Georgia
– -$2.95M -27,955 Closed
BA
2471
Bristol Advisors
Pennsylvania
– -$2.97M -27,800 Closed
OMC
2472
Old Mission Capital
Illinois
– -$2.91M -27,200 Closed
DG
2473
Delek Group
Israel
– -$2.71M -25,410 Closed
IH
2474
IFC Holdings
Florida
– -$2.7M -25,195 Closed
AU
2475
Algebris (UK)
United Kingdom
– -$2.56M -23,942 Closed
97 98
99
100 101