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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 %
SIC
601
Salem Investment Counselors
North Carolina
$16.7M +$274K +2,633 +2%
Credit Agricole
602
Credit Agricole
France
$16.7M -$546K -5,241 -3%
Pacer Advisors
603
Pacer Advisors
Pennsylvania
$16.6M +$1.54M +14,813 +10%
PAG
604
Private Advisor Group
New Jersey
$16.4M +$3.59M +34,151 +28%
FANJ
605
Financial Architects (New Jersey)
New Jersey
$16.4M -$132K -1,269 -0.8%
FNT
606
First National Trust
Pennsylvania
$16.3M +$426K +4,085 +3%
RIL
607
Rothschild Investment LLC
Illinois
$16.3M -$24.3K -233 -0.1%
CCMIC
608
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16.3M +$265K +2,540 +2%
II
609
IFM Investors
Australia
$16.2M +$4.93M +47,352 +44%
BUB
610
BBVA USA Bancshares
Texas
$16.1M -$780K -7,489 -5%
LG
611
LaFleur & Godfrey
Michigan
$16.1M -$95.9K -920 -0.6%
NCM
612
Noesis Capital Mangement
Florida
$15.9M -$98.6K -946 -0.6%
V
613
Veritable
Delaware
$15.8M -$84.4K -810 -0.5%
RBA
614
Richard Bernstein Advisors
New York
$15.8M +$892K +8,565 +6%
AC
615
Argentiere Capital
Switzerland
$15.7M +$9.07M +87,053 +136%
11A
616
10-15 Associates
New York
$15.7M +$900K +8,639 +6%
SSWM
617
Smith Salley Wealth Management
North Carolina
$15.7M +$395K +3,795 +3%
RIG
618
Roosevelt Investment Group
New York
$15.7M +$2.79M +26,786 +22%
HR
619
Howe & Rusling
New York
$15.5M +$3.68M +35,274 +31%
PFP
620
Pinnacle Financial Partners
Tennessee
$15.5M +$1.59M +15,233 +11%
PIA
621
Piedmont Investment Advisors
North Carolina
$15.4M -$39.6M -379,925 -72%
OI
622
Oakbrook Investments
Illinois
$15.4M -$2.17M -20,869 -12%
SCA
623
Stillwater Capital Advisors
Pennsylvania
$15.3M -$108K -1,041 -0.7%
WAM
624
Wilsey Asset Management
California
$15.3M +$198K +1,901 +1%
TEC
625
Tiger Eye Capital
Tennessee
$15.3M -$4.86M -46,602 -24%
23 24
25
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