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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 %
MC
676
Middleton & Co
Massachusetts
$13.2M +$666K +6,393 +5%
PA
677
Profund Advisors
Maryland
$13.2M -$8.29M -79,577 -39%
FAAS
678
First Allied Advisory Services
California
$13.2M +$132K +1,266 +1%
VC
679
Vestor Capital
Illinois
$13.2M +$101K +966 +0.8%
TCOV
680
Trust Company of Vermont
Vermont
$13.2M +$433K +4,160 +3%
EWM
681
Evercore Wealth Management
New York
$13.1M +$1.54M +14,769 +13%
NSEDCP
682
NJ State Employees Deferred Compensation Plan
New Jersey
$13.1M -$417K -4,000 -3%
HSA
683
HBK Sorce Advisory
Pennsylvania
$13.1M +$7.54M +72,398 +135%
BDS
684
Banco de Sabadell
Florida
$13.1M -$4.07M -38,967 -24%
LIA
685
LS Investment Advisors
Michigan
$13.1M -$206K -1,980 -2%
W
686
Wealthfront
California
$13.1M -$3.18M -30,523 -20%
LCM
687
Laurion Capital Management
New York
$13.1M -$1.22M -11,712 -9%
KA
688
KLCM Advisors
Wisconsin
$13M +$822K +7,893 +7%
SDJVC
689
St. Denis J. Villere & Co
Louisiana
$12.8M -$271K -2,600 -2%
FBC
690
Fairfield, Bush & Co
Connecticut
$12.8M -$310K -2,979 -2%
SCM
691
Shelton Capital Management
Colorado
$12.8M -$1.16M -11,153 -8%
IA
692
IFP Advisors
Florida
$12.7M +$1.09M +10,420 +9%
TU
693
TDAM USA
Ontario, Canada
$12.6M -$190K -1,820 -1%
AHC
694
Adell Harriman & Carpenter
Texas
$12.6M -$42.7K -410 -0.3%
FIB
695
First Interstate Bank
Montana
$12.5M -$485K -4,656 -4%
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$12.5M -$63.9K -613 -0.5%
BCMNY
697
Buckingham Capital Management (New York)
New York
$12.4M +$490K +4,700 +4%
MC
698
Martin Currie
United Kingdom
$12.4M -$3.71M -35,600 -23%
MERSOM
699
Municipal Employees' Retirement System of Michigan
Michigan
$12.3M -$222K -2,130 -2%
VSI
700
Verde Servicos Internacionais
Brazil
$12.3M -$749K -7,189 -6%
26 27
28
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