JPM icon

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 %
MAA
426
Matrix Asset Advisors
New York
$29.9M -$552K -5,295 -2%
CCP
427
Clough Capital Partners
Massachusetts
$29.8M +$72.9K +700 +0.2%
NSIM
428
North Star Investment Management
Illinois
$29.5M +$138K +1,326 +0.5%
GHCM
429
Glen Harbor Capital Management
California
$29.5M +$1.86M +17,824 +7%
SGAM
430
Smith Group Asset Management
Texas
$29.4M +$1.48M +14,199 +5%
MHC
431
Meyer Handelman Company
New York
$29M -$160K -1,532 -0.5%
RJT
432
Raymond James Trust
Florida
$28.9M -$20.7K -199 -0.1%
JIM
433
Jupiter Investment Management
United Kingdom
$28.8M -$365K -3,502 -1%
RMA
434
Roffman Miller Associates
Pennsylvania
$28.8M -$170K -1,635 -0.6%
HCM
435
Huber Capital Management
California
$28.7M -$7.07M -67,891 -20%
PG
436
Pendal Group
Australia
$28.7M -$1.16M -11,098 -4%
Cambridge Investment Research Advisors
437
Cambridge Investment Research Advisors
Iowa
$28.7M +$548K +5,261 +2%
KB
438
Kimelman & Baird
New York
$28.7M +$28.7M +275,019 New
CPSAC
439
Chas P. Smith & Associates (CPS)
Florida
$28.6M +$186K +1,783 +0.7%
Man Group
440
Man Group
United Kingdom
$28.5M +$1.15M +11,082 +4%
B
441
Barings
North Carolina
$28.5M +$2.44M +23,452 +9%
EB
442
Eastern Bank
Massachusetts
$28.5M +$189K +1,812 +0.7%
NAM
443
North American Management
Massachusetts
$28.5M -$1.12M -10,714 -4%
ZIC
444
ZWJ Investment Counsel
Georgia
$28.4M -$222K -2,131 -0.8%
BFM
445
Boston Financial Management
Massachusetts
$28.2M -$487K -4,676 -2%
MIH
446
Madison Investment Holdings
Wisconsin
$27.8M -$3.39M -32,520 -11%
CGH
447
Crossmark Global Holdings
Texas
$27.8M -$1.5M -14,393 -5%
CG
448
Colony Group
Massachusetts
$27.7M +$1.3M +12,484 +5%
CFB
449
Cullen/Frost Bankers
Texas
$27.6M +$8.25M +79,184 +43%
AG
450
Advisor Group
Arizona
$27.4M +$207K +1,982 +0.8%
16 17
18
19 20