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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 %
CANC
701
Culbertson A N & Co
Virginia
$12.3M -$1.56K -15 -0%
DA
702
DSC Advisors
Illinois
$12.3M -$25.9K -249 -0.2%
NC
703
Northpointe Capital
Michigan
$12M +$236K +2,262 +2%
SBIA
704
Sheaff Brock Investment Advisors
Indiana
$12M -$14.5K -139 -0.1%
HFS
705
Haverford Financial Services
Pennsylvania
$11.9M -$341K -3,276 -3%
FHA
706
First Horizon Advisors
Tennessee
$11.9M +$1.86M +17,831 +18%
CAM
707
Congress Asset Management
Massachusetts
$11.9M -$573K -5,497 -5%
FPCM
708
Financial Partners Capital Management
New York
$11.8M -$145K -1,391 -1%
WAM
709
Winslow Asset Management
Ohio
$11.8M +$48K +461 +0.4%
1IA
710
1834 Investment Advisors
Wisconsin
$11.8M +$91.5K +878 +0.8%
AC
711
AFAM Capital
Texas
$11.8M -$155K -1,485 -1%
AF
712
Alerus Financial
North Dakota
$11.8M -$72.7K -698 -0.6%
MAM
713
Meeder Asset Management
Ohio
$11.8M -$964K -9,255 -8%
SCA
714
Stonebridge Capital Advisors
Minnesota
$11.8M +$167K +1,600 +1%
KCM
715
Kanawha Capital Management
Virginia
$11.8M -$6.77K -65 -0.1%
FFA
716
First Foundation Advisors
California
$11.8M +$360K +3,459 +3%
DSI
717
Daiwa SB Investments
Japan
$11.8M +$122K +1,170 +1%
ACH
718
ArrowMark Colorado Holdings
Colorado
$11.7M -$1.04M -10,020 -8%
CW
719
Cobiz Wealth
Colorado
$11.7M -$119K -1,140 -1%
WTB
720
Washington Trust Bank
Washington
$11.7M -$17.8K -171 -0.2%
PWM
721
Patriot Wealth Management
Texas
$11.7M +$270K +2,590 +2%
CI
722
Capital International
California
$11.7M +$481K +4,613 +4%
GCA
723
Guardian Capital Advisors
Ontario, Canada
$11.7M -$723K -6,538 -6%
SAM
724
Strategy Asset Managers
California
$11.7M -$312K -2,992 -3%
FFBTD
725
First Financial Bank - Trust Division
Ohio
$11.7M -$127K -1,219 -1%
27 28
29
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