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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 %
ELC
526
Edgar Lomax Company
Virginia
$21.2M +$164K +1,575 +0.8%
Cerity Partners
527
Cerity Partners
New York
$20.9M -$445K -4,268 -2%
AMI
528
Amica Mutual Insurance
Rhode Island
$20.9M – – –
LSERS
529
Louisiana State Employees Retirement System
Louisiana
$20.9M -$959K -9,200 -4%
JCM
530
Janney Capital Management
Pennsylvania
$20.9M -$178K -1,711 -0.8%
CL
531
Chubb Ltd
Switzerland
$20.8M – – –
BB
532
Busey Bank
Illinois
$20.7M +$697K +6,686 +3%
HIM
533
Hermes Investment Management
United Kingdom
$20.7M +$634K +6,083 +3%
PVH
534
Psagot Value Holdings
Israel
$20.7M -$572K -5,486 -3%
HI
535
Honeywell International
North Carolina
$20.6M -$1.65M -15,800 -7%
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$20.6M +$792K +7,619 +4%
NRS
537
Neville Rodie & Shaw
New York
$20.5M +$1.54M +14,780 +8%
SYBT
538
Stock Yards Bank & Trust
Kentucky
$20.2M -$404K -3,882 -2%
CCM
539
Covington Capital Management
California
$20.1M +$10.4K +100 +0.1%
DDPIC
540
Deroy & Devereaux Private Investment Counsel
Michigan
$19.9M +$132K +1,266 +0.7%
ESBC
541
E.S. Barr & Co
Kentucky
$19.6M – – –
ECA
542
Endeavour Capital Advisors
Connecticut
$19.5M – – –
ATC
543
Argent Trust Co
Tennessee
$19.5M +$11.7M +112,578 +151%
Cohen & Steers
544
Cohen & Steers
New York
$19.5M -$3.97M -38,079 -17%
PAM
545
Private Asset Management
California
$19.4M -$240K -2,306 -1%
MIM
546
Marco Investment Management
Georgia
$19.3M -$427K -4,100 -2%
BCM
547
Bridgeway Capital Management
Texas
$19.3M – – –
CCM
548
Chilton Capital Management
Texas
$19.3M +$480K +4,613 +3%
DJSG
549
D.J. St. Germain
Massachusetts
$19.3M -$198K -1,897 -1%
WIC
550
Willis Investment Counsel
Georgia
$19.2M -$261K -2,500 -1%
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