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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 %
AR
351
Advisory Research
Illinois
$42.8M -$461K -4,426 -1%
LTFS
352
Ladenburg Thalmann Financial Services
Florida
$42.5M – – –
Jacobs Levy Equity Management
353
Jacobs Levy Equity Management
New Jersey
$42.4M +$7.38M +70,870 +21%
PCM
354
Polaris Capital Management
Massachusetts
$42M -$19.8M -190,200 -32%
MNG
355
Manning & Napier Group
New York
$41.8M -$1.52M -14,588 -4%
DILIC
356
Dai-ichi Life Insurance Company
Japan
$41.7M -$9.81M -94,131 -19%
C
357
Consulta
United Kingdom
$41.7M – – –
NG
358
NatWest Group
United Kingdom
$41.5M -$217K -2,085 -0.5%
VDI
359
Vaughan David Investments
Illinois
$41.3M -$1.01M -9,647 -2%
BAM
360
Barrett Asset Management
New York
$41.2M +$1.89M +18,157 +5%
BAMF
361
BI Asset Management Fondsmaeglerselskab
Denmark
$40.6M -$1.17M -11,200 -3%
OCM
362
Osterweis Capital Management
California
$40.6M -$4.19M -40,205 -9%
TAM
363
Tyers Asset Management
Texas
$40.5M +$2.55M +24,508 +7%
NB
364
Norinchukin Bank
Japan
$39.8M +$3.91M +37,526 +11%
OCAM
365
Onex Canada Asset Management
Ontario, Canada
$39.2M -$2.03M -19,515 -5%
QI
366
QS Investors
New York
$39.1M -$4.79K -46 -0%
NAM
367
Nissay Asset Management
Japan
$38.7M +$120K +1,153 +0.3%
WPC
368
Waters Parkerson & Co
Louisiana
$38.7M -$186K -1,782 -0.5%
Parallax Volatility Advisers
369
Parallax Volatility Advisers
California
$38.4M -$28.4M -272,647 -43%
BF
370
BOK Financial
Oklahoma
$38.2M +$168K +1,615 +0.4%
ABC
371
Associated Banc-Corp
Wisconsin
$38.2M -$1.19M -11,464 -3%
PP
372
Palladium Partners
Virginia
$37.6M -$928K -8,905 -2%
DIA
373
Dana Investment Advisors
Wisconsin
$37.6M -$110K -1,052 -0.3%
CM
374
CS McKee
Pennsylvania
$37.3M -$5.41M -51,950 -13%
CTI
375
Community Trust & Investment
Kentucky
$37.1M +$110K +1,057 +0.3%
13 14
15
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