JPMorgan Chase
JPM
2,437 hedge funds and large institutions have $257B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,052 increasing their positions, 1,017 reducing their positions, and 77 closing their positions.
17% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 77
3% more repeat investments, than reductions
Existing positions increased: 1,052 | Existing positions reduced: 1,017
0% less funds holding
Funds holding: 2,447 → 2,437 (-10)
1.5% less ownership
Funds ownership: 73.95% → 72.46% (-1.5%)
7% less capital invested
Capital invested by funds: $277B → $257B (-$20.6B)
10% less funds holding in top 10
Funds holding in top 10: 698 → 626 (-72)
37% less call options, than puts
Call options by funds: $2.17B | Put options by funds: $3.43B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$429M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$294M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$253M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$215M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.11B |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$929M |
| 3 |
BlackRock
New York
|
-$550M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$528M |
| 5 |
Goldman Sachs
New York
|
-$504M |
JPM Hedge Fund Activity: Q2 2018 in Review
2,437 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2018, worth a combined $257B — down 7.4% from $277B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new JPM positions and 77 closed out — a net gain of 13 holders — while 1,052 added to existing stakes and 1,017 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $429M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.11B.
- 2,437 institutional investors held JPMorgan Chase (JPM) as of Q2 2018, down from 2,447 in Q1 2018.
- Funds reported $257B of JPMorgan Chase stock for Q2 2018, down 7.4% quarter-over-quarter.
- 90 funds opened new JPMorgan Chase positions in Q2 2018 and 77 closed out, a net change of +13 holders.
- The largest JPMorgan Chase buyer in Q2 2018 was Fidelity Investments, an estimated $429M added.
- The largest JPMorgan Chase seller in Q2 2018 was T. Rowe Price Associates, an estimated $1.11B sold.
Based on aggregated 13F filings for Q2 2018.