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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 %
CNAM
451
Campbell Newman Asset Management
Wisconsin
$27.2M +$1.7M +16,352 +7%
PWAG
452
Polaris Wealth Advisory Group
California
$27.1M -$590K -5,362 -2%
Capital Fund Management (CFM)
453
Capital Fund Management (CFM)
France
$27M +$3M +28,757 +12%
CEP
454
Chicago Equity Partners
Illinois
$27M -$8.97M -86,080 -25%
BSA
455
Braun Stacey Associates
New York
$27M +$195K +1,867 +0.7%
CIC
456
Carnegie Investment Counsel
Ohio
$26.9M +$1.71M +15,123 +7%
HIMC
457
Heritage Investors Management Corp
Maryland
$26.7M +$224K +2,147 +0.8%
CS
458
Cannell & Spears
New York
$26.5M +$1.17M +11,244 +5%
ICP
459
Ironvine Capital Partners
Nebraska
$26.5M +$2.57M +24,664 +11%
ISL
460
Ingalls & Snyder LLC
New York
$26.3M +$89.1K +855 +0.3%
DAM
461
Davis Asset Management
California
$26.1M – – –
CT
462
Cambridge Trust
Massachusetts
$26M +$6.04M +58,006 +30%
SBCM
463
Schwerin Boyle Capital Management
Massachusetts
$26M -$46.9K -450 -0.2%
MPI
464
Mairs & Power Inc
Minnesota
$26M -$96K -921 -0.4%
First Manhattan
465
First Manhattan
New York
$25.9M +$2.99M +28,664 +13%
RIM
466
Redpoint Investment Management
Australia
$25.9M -$438K -4,206 -2%
SPC
467
Stewart & Patten Company
California
$25.9M -$423K -4,055 -2%
FBA
468
Front Barnett Associates
Illinois
$25.7M -$180K -1,730 -0.7%
PCM
469
Palisade Capital Management
New Jersey
$25.5M -$717K -6,882 -3%
ONB
470
Old National Bancorp
Indiana
$25.3M -$4.51M -43,260 -15%
BA
471
Boston Advisors
Massachusetts
$25.3M +$136K +1,302 +0.5%
IA
472
Icon Advisers
Colorado
$25.2M +$183K +1,755 +0.7%
DADC
473
D.A. Davidson & Co
Montana
$25M +$2.3M +22,047 +10%
AssetMark Inc
474
AssetMark Inc
California
$24.9M +$200K +1,921 +0.8%
LIC
475
Lodestar Investment Counsel
Illinois
$24.9M +$200K +1,915 +0.8%
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