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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
1
Fidelity Investments
Massachusetts
$9.5B
2
CSIA
2
Charles Schwab Investment Advisory
California
$279M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$247M
4
Bank of America
4
Bank of America
North Carolina
$5.43B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$313M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.53B
2
EVM
2
Eaton Vance Management
Massachusetts
$875M
3
BlackRock
3
BlackRock
New York
$23.2B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.27B
5
Goldman Sachs
5
Goldman Sachs
New York
$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
2476
Boothbay Fund Management
New York
– -$631K -5,739 Closed
GJL
2477
Gendell Jeffrey L
– -$605K -5,500 Closed
RWA
2478
RGT Wealth Advisors
Texas
– -$483K -4,394 Closed
QC
2479
QCM Cayman
Texas
– -$435K -3,957 Closed
PAG
2480
Private Advisory Group
Washington
– -$400K -3,633 Closed
ST
2481
Sentinel Trust
Texas
– -$385K -3,503 Closed
BC
2482
Blueport Capital
Texas
– -$353K -3,213 Closed
AWA
2483
AmeriServ Wealth Advisors
Pennsylvania
– -$337K -3,038 Closed
EMG
2484
Ellington Management Group
Connecticut
– -$330K -3,000 Closed
SC
2485
Scholtz & Company
Connecticut
– -$295K -2,685 Closed
HI
2486
Horizon Investments
North Carolina
– -$280K -2,549 Closed
HS
2487
HighVista Strategies
Massachusetts
– -$242K -2,200 Closed
RFO
2488
RiverGlades Family Offices
Florida
– -$237K -2,155 Closed
TWM
2489
Titus Wealth Management
California
– -$224K -2,039 Closed
CA
2490
Corrado Advisors
New Jersey
– -$221K -2,014 Closed
CC
2491
Centiva Capital
New York
– -$219K -1,988 Closed
OAM
2492
Occidental Asset Management
California
– -$218K -1,986 Closed
HCM
2493
Harvest Capital Management
New Hampshire
– -$212K -1,932 Closed
DPI
2494
Diversified Portfolios Inc
Michigan
– -$211K -1,919 Closed
CCMT
2495
CMT Capital Markets Trading
Germany
– -$211K -1,917 Closed
EIG
2496
Ellenbecker Investment Group
Wisconsin
– -$210K -1,907 Closed
LRIA
2497
Leonard Rickey Investment Advisors
Washington
– -$209K -1,900 Closed
FWSM
2498
First Wilshire Securities Management
California
– -$208K -1,895 Closed
KTA
2499
Keeley-Teton Advisors
Illinois
– -$208K -1,893 Closed
AAM
2500
Azzad Asset Management
Virginia
– -$207K -1,886 Closed
97 98 99
100
101