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JPMorgan Chase
JPM

Overview Fund Activity

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
CSIA
Charles Schwab Investment Advisory
California
+$279M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$241M
4
Bank of America
Bank of America
North Carolina
+$134M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$134M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.06B
2
EVM
Eaton Vance Management
Massachusetts
-$882M
3
BlackRock
BlackRock
New York
-$523M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
5
Goldman Sachs
Goldman Sachs
New York
-$478M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
226
Rafferty Asset Management
New York
$93.4M +$699K +6,704 +0.8%
Natixis Advisors
227
Natixis Advisors
Massachusetts
$93.2M +$1.7M +16,306 +2%
Millennium Management
228
Millennium Management
New York
$92.3M -$3.43M -32,916 -4%
SC
229
Scotia Capital
Ontario, Canada
$92.2M +$1.33M +12,156 +1%
CIP
230
Cornerstone Investment Partners
Georgia
$89.7M +$2.6M +24,970 +3%
Macquarie Group
231
Macquarie Group
Australia
$89.1M -$4.09M -39,266 -4%
FIM
232
Foresters Investment Management
New York
$88.8M +$1.55M +14,900 +2%
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$88.5M +$213K +2,041 +0.2%
NIMC
234
NWQ Investment Management Company
California
$88.2M -$32.6M -312,924 -27%
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$87.3M +$4.04M +38,817 +5%
TPSF
236
Texas Permanent School Fund
Texas
$86.6M -$5.82M -55,897 -6%
GG
237
Gofen & Glossberg
Illinois
$84.6M -$144K -1,379 -0.2%
FWCM
238
Ferguson Wellman Capital Management
Oregon
$83.4M +$7.45M +71,469 +10%
DLA
239
Douglas Lane & Associates
New York
$83M +$2.61M +25,011 +3%
GF
240
Gabelli Funds
New York
$82.9M -$1.69M -16,200 -2%
Mitsubishi UFJ Asset Management
241
Mitsubishi UFJ Asset Management
Japan
$82.3M -$1.9M -18,248 -2%
Connor, Clark & Lunn Investment Management (CC&L)
242
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$81.9M +$39.8M +381,675 +94%
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
$81.2M -$6.64M -63,691 -8%
PI
244
PineBridge Investments
New York
$81M -$1.93M -18,537 -2%
H
245
Hexavest
Quebec, Canada
$79.3M +$79.3M +761,138 New
BCM
246
Basswood Capital Management
New York
$76.4M – – –
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$76.1M -$34M -326,046 -31%
BTS
248
BB&T Securities
Virginia
$76M +$1.66M +15,974 +2%
Victory Capital Management
249
Victory Capital Management
Texas
$75.1M -$11.7M -112,507 -13%
ERSOT
250
Employees Retirement System of Texas
Texas
$75.1M – – –
8 9
10
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