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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 %
KFC
401
Klingenstein Fields & Co
New York
$33.3M +$1.26M +12,051 +4%
HCMT
402
Highland Capital Management (Tennessee)
Tennessee
$33.1M +$302K +2,903 +0.9%
NMERB
403
New Mexico Educational Retirement Board
New Mexico
$33M -$1.48M -14,200 -4%
WB
404
WesBanco Bank
West Virginia
$32.9M -$264K -2,532 -0.8%
Envestnet Asset Management
405
Envestnet Asset Management
Illinois
$32.9M +$1.43M +13,730 +5%
MSDF
406
Michael & Susan Dell Foundation
New York
$32.7M – – –
SIM
407
Stelliam Investment Management
New York
$32.3M -$4.43M -42,500 -12%
HIIFS
408
Harel Insurance Investments & Financial Services
Israel
$32.2M -$300K -2,883 -0.9%
SF
409
Synovus Financial
Georgia
$32.1M +$338K +3,250 +1%
PCA
410
Personal Capital Advisors
California
$31.8M +$3.47M +33,347 +12%
WSFS
411
Wilmington Savings Fund Society
Delaware
$31.7M -$3.5M -33,611 -10%
JAFL
412
Jay A. Fishman Ltd
Michigan
$31.6M -$78.2K -750 -0.2%
TAF
413
Tredje AP-fonden
Sweden
$31.4M +$5.13M +49,234 +20%
FT
414
Fiduciary Trust
Massachusetts
$31.3M -$80K -768 -0.3%
SMDAM
415
Sumitomo Mitsui DS Asset Management
Japan
$31.2M -$1.27M -12,174 -4%
TCM
416
Twin Capital Management
Pennsylvania
$31.1M -$901K -8,643 -3%
FMW
417
Farr Miller & Washington
District of Columbia
$30.9M -$412K -3,953 -1%
WCM
418
Wedge Capital Management
North Carolina
$30.9M -$627K -6,022 -2%
AAM
419
Advisors Asset Management
Colorado
$30.9M +$1.31M +12,538 +4%
NP
420
NS Partners
United Kingdom
$30.8M -$121K -1,159 -0.4%
PP
421
Paloma Partners
Connecticut
$30.6M +$26.1M +250,017 +568%
OAM
422
Origin Asset Management
United Kingdom
$30.5M -$10.9M -105,000 -26%
ECM
423
Estabrook Capital Management
New York
$30.4M -$593K -5,687 -2%
CIP
424
Chartwell Investment Partners
Pennsylvania
$30.2M +$2.98M +28,629 +11%
GT
425
Glenview Trust
Kentucky
$30.2M +$138K +1,322 +0.5%
15 16
17
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