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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 %
OC
726
Oakworth Capital
Alabama
$11.6M +$157K +1,503 +1%
JAM
727
JCIC Asset Management
Ontario, Canada
$11.5M -$45.2K -434 -0.4%
TAM
728
Tiverton Asset Management
Delaware
$11.5M +$6.03M +57,867 +111%
MMA
729
Miracle Mile Advisors
California
$11.4M +$3.63M +34,849 +46%
SRAM
730
Stone Ridge Asset Management
New York
$11.4M – – –
PAM
731
Premier Asset Management
Illinois
$11.3M -$45.8K -440 -0.4%
SC
732
Skylands Capital
Wisconsin
$11.3M +$214K +2,050 +2%
SWM
733
SVA Wealth Management
Wisconsin
$11.3M -$303K -2,905 -3%
DMIC
734
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.3M +$172K +1,646 +2%
BHIA
735
Birch Hill Investment Advisors
Massachusetts
$11.3M +$399K +3,825 +4%
RGI
736
River Global Investors
United Kingdom
$11.2M +$411K +3,944 +4%
CIA
737
Choate Investment Advisors
Massachusetts
$11.2M +$59.7K +573 +0.5%
SGK
738
Steigerwald Gordon & Koch
Virginia
$11.2M +$86.3K +829 +0.8%
SIP
739
Stoneridge Investment Partners
Pennsylvania
$11.1M -$1.49M -14,315 -12%
AAP
740
Aristotle Atlantic Partners
Florida
$11M +$296K +2,845 +3%
MCM
741
Murphy Capital Management
New Jersey
$11M -$154K -1,476 -1%
FBB
742
Fulton Breakefield Broenniman
Maryland
$11M +$457K +4,386 +4%
SFM
743
Systematic Financial Management
New Jersey
$11M -$94.6K -908 -0.9%
CC
744
Courier Capital
New York
$11M -$47.9K -460 -0.4%
WF
745
WealthTrust Fairport
Ohio
$11M -$140K -1,347 -1%
1SB
746
1ST Source Bank
Indiana
$10.9M +$7.5K +72 +0.1%
Tudor Investment Corp
747
Tudor Investment Corp
Connecticut
$10.9M +$9.62M +92,279 +738%
CC
748
ClearArc Capital
Ohio
$10.9M -$43.5K -417 -0.4%
FA
749
FDx Advisors
Illinois
$10.9M -$2.86M -27,423 -21%
CWM
750
Cabot Wealth Management
Massachusetts
$10.8M -$128K -1,231 -1%
28 29
30
31 32