JPMorgan Chase
JPM
2,447 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 969 increasing their positions, 1,102 reducing their positions, and 81 closing their positions.
62% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 81
5% more funds holding in top 10
Funds holding in top 10: 662 → 698 (+36)
1% more funds holding
Funds holding: 2,426 → 2,447 (+21)
1% more capital invested
Capital invested by funds: $274B → $276B (+$1.97B)
0.25% less ownership
Funds ownership: 73.96% → 73.71% (-0.25%)
3% less call options, than puts
Call options by funds: $3.25B | Put options by funds: $3.34B
12% less repeat investments, than reductions
Existing positions increased: 969 | Existing positions reduced: 1,102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$525M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$429M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$423M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$302M |
| 5 |
AGDR
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$275M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$1.2B |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$605M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$590M |
| 4 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$583M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$443M |
JPM Hedge Fund Activity: Q1 2018 in Review
2,447 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2018, worth a combined $276B — up 0.72% from $274B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new JPM positions and 81 closed out — a net gain of 50 holders — while 969 added to existing stakes and 1,102 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $525M. The largest seller was State Street, cutting an estimated $1.2B.
- 2,447 institutional investors held JPMorgan Chase (JPM) as of Q1 2018, up from 2,426 in Q4 2017.
- Funds reported $276B of JPMorgan Chase stock for Q1 2018, up 0.72% quarter-over-quarter.
- 131 funds opened new JPMorgan Chase positions in Q1 2018 and 81 closed out, a net change of +50 holders.
- The largest JPMorgan Chase buyer in Q1 2018 was OppenheimerFunds, an estimated $525M added.
- The largest JPMorgan Chase seller in Q1 2018 was State Street, an estimated $1.2B sold.
Based on aggregated 13F filings for Q1 2018.