JPM icon

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 %
HCMNY
626
Howard Capital Management (New York)
New York
$15.3M +$369K +3,543 +2%
AIM
627
Alphinity Investment Management
Australia
$15.3M +$21.6K +207 +0.1%
SCM
628
SKBA Capital Management
California
$15.2M -$115K -1,100 -0.7%
PCM
629
Parsons Capital Management
Rhode Island
$15.1M +$16.2K +155 +0.1%
KRS
630
Kentucky Retirement Systems
Kentucky
$15.1M -$3.6M -34,550 -19%
CC
631
Cadinha & Co
Hawaii
$15.1M +$328K +3,146 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
632
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.1M -$12.2M -117,170 -45%
CCM
633
Cadence Capital Management
Massachusetts
$14.9M -$149K -1,434 -1%
CB
634
Chemical Bank
Michigan
$14.9M +$10.7K +103 +0.1%
DBT
635
Dubuque Bank & Trust
Iowa
$14.9M -$1.18M -11,279 -7%
TSS
636
Two Sigma Securities
New York
$14.7M +$14.7M +141,481 New
CI
637
Cigna Investments
Connecticut
$14.7M -$2.12M -20,341 -13%
NIPH
638
NN Investment Partners Holdings
Netherlands
$14.6M +$757K +7,269 +5%
PNAA
639
Pictet North America Advisors
Switzerland
$14.6M +$113K +1,089 +0.8%
Point72 Asset Management
640
Point72 Asset Management
Connecticut
$14.6M +$14.6M +140,000 New
CNBT
641
Canandaigua National Bank & Trust
New York
$14.5M -$47.5K -456 -0.3%
CCMD
642
Cypress Capital Management (Delaware)
Delaware
$14.5M +$841K +8,073 +6%
CWM
643
Calamos Wealth Management
Illinois
$14.4M +$309K +2,962 +2%
NB
644
NBT Bank
New York
$14.3M -$1.14M -10,957 -7%
CIS
645
Connors Investor Services
Pennsylvania
$14.3M +$547K +5,249 +4%
TCM
646
Tufton Capital Management
Maryland
$14.3M -$339K -3,253 -2%
BCM
647
BlueCrest Capital Management
Jersey
$14.3M +$7.62M +73,099 +114%
AFG
648
Albion Financial Group
Utah
$14.3M +$392K +3,764 +3%
GIM
649
Grassi Investment Management
California
$14.2M +$550K +5,275 +4%
SEC
650
Seven Eight Capital
New York
$14.2M +$7.82M +75,000 +122%
24 25
26
27 28