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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 %
CAM
551
Carret Asset Management
New York
$19.2M -$232K -2,229 -1%
SFA
552
Spectrum Financial Alliance
Kentucky
$19.2M +$103K +986 +0.5%
ACM
553
Azimuth Capital Management
Michigan
$19.1M +$19.9K +191 +0.1%
MG
554
Markel Group
Virginia
$19.1M – – –
QAM
555
QCI Asset Management
New York
$19M +$242K +2,324 +1%
ACI
556
Alpha Cubed Investments
California
$18.9M +$160K +1,532 +0.9%
CTA
557
Chesley Taft & Associates
Illinois
$18.9M +$203K +1,946 +1%
APFBOT
558
Amica Pension Fund Board of Trustees
Rhode Island
$18.9M – – –
Daiwa Securities Group
559
Daiwa Securities Group
Japan
$18.9M +$2.67M +25,671 +17%
CWM
560
Cornerstone Wealth Management
Missouri
$18.8M +$18.7M +1,961,806 +10,830%
TRCT
561
Tower Research Capital (TRC)
New York
$18.8M +$18.8M +180,678 New
IEFM
562
IQ EQ Fund Management
Ireland
$18.8M +$18.8M +180,591 New
WIA
563
Wealthstreet Investment Advisors
Texas
$18.8M -$2.5M -23,945 -12%
CS
564
Central Securities
New York
$18.8M – – –
FNBT
565
FineMark National Bank & Trust
Florida
$18.7M +$357K +3,428 +2%
BPC
566
Banque Pictet & Cie
Switzerland
$18.7M +$198K +1,897 +1%
NAM
567
NorthCoast Asset Management
Connecticut
$18.7M +$69.2K +664 +0.4%
CTC
568
Central Trust Company
Missouri
$18.7M -$143K -1,368 -0.8%
ACM
569
Advisors Capital Management
New Jersey
$18.6M +$425K +4,079 +2%
MML Investors Services
570
MML Investors Services
Massachusetts
$18.6M +$2.39M +22,946 +15%
BIAS
571
Beacon Investment Advisory Services
New Jersey
$18.5M +$18.9K +181 +0.1%
LBC
572
Lowe Brockenbrough & Co
Virginia
$18.3M -$208K -1,996 -1%
IAM
573
Impax Asset Management
New Hampshire
$18.3M +$1.73M +16,600 +10%
CA
574
Clearstead Advisors
Ohio
$18.3M -$18.2K -175 -0.1%
EGA
575
Eagle Global Advisors
Texas
$18.3M +$116K +1,114 +0.6%
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