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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 %
FCBT
651
First Citizens Bank & Trust
North Carolina
$14.2M +$97.3K +934 +0.7%
CBB
652
Citizens Business Bank
California
$14.2M -$240K -2,306 -2%
LMGAM
653
Liberty Mutual Group Asset Management
Massachusetts
$14.2M -$433K -4,157 -3%
CA
654
Cullinan Associates
Kentucky
$14.1M -$184K -1,762 -1%
RC
655
RBO & Co
California
$14.1M -$213K -2,047 -1%
WB
656
Webster Bank
Connecticut
$14.1M -$164K -1,578 -1%
SLI
657
Sumitomo Life Insurance
Japan
$14M +$647K +6,207 +5%
JPMIA
658
J.P. Marvel Investment Advisors
Massachusetts
$14M -$216K -2,073 -2%
RE
659
RBC Europe
United Kingdom
$13.9M -$539K -5,177 -4%
CCM
660
Cohen Capital Management
California
$13.9M +$83.4K +800 +0.6%
TSW
661
Thompson Siegel & Walmsley
Virginia
$13.8M +$1.07M +10,290 +8%
BBA
662
BLB&B Advisors
Pennsylvania
$13.8M +$264K +2,530 +2%
Wolverine Trading
663
Wolverine Trading
Illinois
$13.7M – – –
PP
664
Patten & Patten
Tennessee
$13.7M +$485K +4,653 +4%
QIM
665
Quest Investment Management
Oregon
$13.7M +$2.43M +23,358 +22%
KIA
666
KCM Investment Advisors
California
$13.6M -$170K -1,633 -1%
LM
667
Lincluden Management
Ontario, Canada
$13.6M +$295K +2,835 +2%
EWM
668
Endurance Wealth Management
Rhode Island
$13.5M -$421K -4,039 -3%
FLPIM
669
F.L. Putnam Investment Management
Massachusetts
$13.5M -$1.86M -17,857 -12%
AIP
670
Ameritas Investment Partners
Nebraska
$13.4M -$709K -6,805 -5%
CA
671
Callahan Advisors
Texas
$13.3M -$417 -4 -0%
TYCC
672
Texas Yale Capital Corp
Florida
$13.3M +$417 +4 +0%
RI
673
Redwood Investments
Massachusetts
$13.3M -$191K -1,831 -1%
AIM
674
Avity Investment Management
Connecticut
$13.3M -$32.5K -312 -0.2%
GAM
675
Gotham Asset Management
New York
$13.3M +$6.21M +59,612 +88%
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