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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 %
Walleye Trading
576
Walleye Trading
New York
$18.3M +$13.7M +131,407 +299%
BFS
577
Baskin Financial Services
Ontario, Canada
$18.2M -$37.2K -357 -0.2%
HJGA
578
Hardman Johnston Global Advisors
Connecticut
$18.1M -$1.68M -16,150 -9%
RCM
579
Rockshelter Capital Management
Pennsylvania
$17.9M -$8.86K -85 -0%
FBP
580
Flippin Bruce & Porter
Virginia
$17.7M +$133K +1,274 +0.8%
KWILP
581
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.7M +$4.93M +47,338 +39%
SWP
582
Stratos Wealth Partners
Ohio
$17.6M -$678K -6,508 -4%
BCM
583
BTR Capital Management
California
$17.5M +$259K +2,489 +2%
FSA
584
Franklin Street Advisors
North Carolina
$17.5M +$425K +4,077 +2%
SVC
585
Strycker View Capital
New York
$17.5M +$7.02M +67,386 +67%
MI
586
Markston International
New York
$17.4M +$268K +2,332 +2%
AJ
587
Ashburton (Jersey)
Jersey
$17.4M -$522K -5,013 -3%
RMDI
588
R.M. Davis Inc
Maine
$17.4M +$6.83M +65,542 +65%
MYAM
589
Meiji Yasuda Asset Management
Japan
$17.3M +$1.48M +14,250 +9%
HCM
590
Hilton Capital Management
New York
$17.2M -$4.37M -41,912 -20%
MSR
591
Main Street Research
Connecticut
$17.2M -$195K -1,872 -1%
DWM
592
Doyle Wealth Management
Florida
$17.2M -$72.8K -699 -0.4%
SC
593
SouthState Corp
Florida
$17.1M -$77.4K -743 -0.5%
SSB
594
Sandy Spring Bank
Maryland
$17.1M -$190K -1,819 -1%
AA
595
Ancora Advisors
Ohio
$17M +$838K +8,046 +5%
DGHMC
596
Dalton, Greiner, Hartman, Maher & Co
New York
$17M +$12.9M +123,442 +308%
AP
597
Appleton Partners
Massachusetts
$17M +$516K +4,955 +3%
SPIA
598
Steward Partners Investment Advisory
New York
$16.9M +$1.81M +17,349 +12%
AAIM
599
American Assets Investment Management
California
$16.7M – – –
GMI
600
Greystone Managed Investments
Saskatchewan, Canada
$16.7M +$425K +4,078 +3%
22 23
24
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