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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 %
MSV
301
MN Services Vermogensbeheer
Netherlands
$56.8M -$323K -3,100 -0.6%
AIM
302
Artemis Investment Management
United Kingdom
$56.2M -$9.67M -92,736 -15%
WJA
303
Williams Jones & Associates
New York
$55.3M -$41.8K -401 -0.1%
LWCA
304
Locust Wood Capital Advisers
New York
$54.7M +$10.6M +101,770 +24%
CS
305
Candriam SCA
Luxembourg
$53.8M -$22.4M -214,889 -29%
MLICM
306
Metropolitan Life Insurance Company (MetLife)
New York
$53.7M -$2.16M -20,766 -4%
SCP
307
Seizert Capital Partners
Michigan
$53.5M – – –
MOACM
308
Mutual of America Capital Management
New York
$53.3M -$77.1K -740 -0.1%
PWLP
309
Prio Wealth Limited Partnership
Massachusetts
$52.9M -$810K -7,778 -2%
VIA
310
Vantis Investment Advisers
Florida
$52.4M +$36M +345,700 +220%
DnB Asset Management
311
DnB Asset Management
Norway
$51.7M +$1.73M +16,600 +3%
FCM
312
Flinton Capital Management
Pennsylvania
$51.6M +$3.25M +31,192 +7%
EDRH
313
Edmond de Rothschild Holding
Switzerland
$51.3M +$2.18M +20,943 +4%
TAM
314
Todd Asset Management
Kentucky
$51.2M +$97.6K +937 +0.2%
Creative Planning
315
Creative Planning
Kansas
$50.9M +$3.84M +36,874 +8%
BGC
316
Beutel, Goodman & Co
Ontario, Canada
$50.9M -$2.63M -33,127 -5%
JAM
317
Jupiter Asset Management
United Kingdom
$50.8M -$17.7M -170,138 -26%
HPC
318
HM Payson & Co
Maine
$50.3M +$464K +4,449 +0.9%
MSA
319
Mason Street Advisors
Wisconsin
$49.8M -$38K -365 -0.1%
MCM
320
Marsico Capital Management
Colorado
$49.7M -$2.32M -22,273 -4%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$49.7M +$10.4M +99,837 +27%
BIC
322
Beach Investment Counsel
Pennsylvania
$49.6M – – –
AIM
323
Achmea Investment Management
Netherlands
$49.5M -$6.44M -61,796 -12%
SAM
324
Shell Asset Management
Netherlands
$49.1M -$2.55M -24,447 -5%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$48.3M -$516K -4,952 -1%
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