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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 %
MME
501
Meag Munich Ergo
Germany
$22.7M -$12.7M -120,383 -36%
JIC
502
Johnson Investment Counsel
Ohio
$22.6M -$877K -8,418 -4%
BPB
503
Badgley, Phelps & Bell
Washington
$22.5M +$480K +4,606 +2%
MIFH
504
Migdal Insurance & Financial Holdings
Israel
$22.4M +$2.05M +19,693 +10%
GC
505
Guardian Capital
Ontario, Canada
$22.4M -$1.35M -12,957 -6%
DRZID
506
DePrince Race & Zollo Inc (DRZ)
Florida
$22.4M -$8.03M -77,097 -26%
SRC
507
Shufro Rose & Co
New York
$22.3M -$360K -3,453 -2%
NIM
508
Northeast Investment Management
Massachusetts
$22.2M +$1.53M +14,699 +7%
FFIC
509
First Fiduciary Investment Counsel
Ohio
$22.1M +$168K +1,610 +0.8%
BVDMP
510
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$22M -$1.46M -14,000 -6%
BIM
511
Bridges Investment Management
Nebraska
$21.9M +$782K +7,501 +4%
MAM
512
Majedie Asset Management
United Kingdom
$21.8M -$842K -8,076 -4%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$21.8M -$331K -3,181 -1%
WAM
514
World Asset Management
Michigan
$21.8M +$212K +2,038 +1%
TAM
515
Taurus Asset Management
New York
$21.7M +$71.9K +690 +0.3%
OPCM
516
Osborne Partners Capital Management
California
$21.6M -$1.04M -9,957 -5%
CA
517
Cornerstone Advisors
North Carolina
$21.6M – – –
CONA
518
Capital One National Association
New York
$21.5M -$787K -7,553 -4%
BCAM
519
Boston Common Asset Management
Massachusetts
$21.4M +$503K +4,824 +2%
EARNEST Partners
520
EARNEST Partners
Georgia
$21.4M -$40.8K -392 -0.2%
PWP
521
Private Wealth Partners
California
$21.4M +$493K +4,730 +2%
GAI
522
General American Investors
New York
$21.4M – – –
Squarepoint
523
Squarepoint
New York
$21.4M -$6.32M -60,619 -23%
SI
524
Stephens Inc
Arkansas
$21.3M +$264K +2,531 +1%
EWA
525
EP Wealth Advisors
California
$21.3M +$690K +6,623 +3%
19 20
21
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