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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 %
HIMCH
326
Hartford Investment Management Co (HIMCO)
Connecticut
$48.2M -$24M -230,106 -33%
Harris Associates
327
Harris Associates
Illinois
$48.1M -$29.7M -285,408 -38%
CP
328
Cumberland Partners
Ontario, Canada
$48.1M +$4.21M +40,385 +10%
PMG
329
Private Management Group
California
$48M -$309K -2,969 -0.6%
DCM
330
Dupont Capital Management
Delaware
$48M -$2.18M -20,919 -4%
SCA
331
STALEY CAPITAL ADVISERS
Pennsylvania
$47.8M +$572K +5,492 +1%
PA
332
Pinnacle Associates
New York
$47.6M -$2.33M -22,373 -5%
RCM
333
RNC Capital Management
California
$47.2M +$888K +8,525 +2%
JIR
334
James Investment Research
Ohio
$47M -$180K -1,726 -0.4%
FQ
335
First Quadrant
California
$47M -$13.7M -131,838 -23%
MWNA
336
Marshall Wace North America
New York
$46.8M +$35.4M +339,580 +309%
CBOA
337
Commonwealth Bank of Australia
Australia
$46.6M -$2.68M -25,919 -5%
SOADOR
338
State of Alaska Department of Revenue
Alaska
$46.6M +$8.54M +81,950 +22%
TAM
339
Tocqueville Asset Management
New York
$46.4M +$232K +2,222 +0.5%
OC
340
Oppenheimer & Co
New York
$45.9M +$495K +4,747 +1%
WT
341
Washington Trust
Rhode Island
$45.6M +$1.08M +10,393 +2%
AB
342
Amalgamated Bank
New York
$45.5M +$738K +7,085 +2%
SCM
343
Sterling Capital Management
North Carolina
$45.4M -$2.82M -27,025 -6%
IC
344
Inverness Counsel
New York
$45.4M +$1.59M +15,261 +4%
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$45.4M -$4.06K -39 -0%
Arrowstreet Capital
346
Arrowstreet Capital
Massachusetts
$45.1M +$40.2M +386,273 +838%
UB
347
UMB Bank
Missouri
$44.9M -$750K -7,195 -2%
B
348
BP
United Kingdom
$44.2M +$3.34M +32,000 +8%
BAM
349
Berkshire Asset Management
Pennsylvania
$43M +$479K +4,601 +1%
CI
350
Conning Inc
Connecticut
$42.8M +$31.4M +301,525 +275%
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