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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 %
RCIM
751
Russell Clark Investment Management
United Kingdom
$10.8M – – –
RIM
752
Regent Investment Management
Kentucky
$10.8M +$72.4K +695 +0.7%
BCP
753
Blue Chip Partners
Michigan
$10.8M +$437K +4,189 +4%
RCP
754
Rothschild Capital Partners
New York
$10.7M -$748K -7,179 -7%
BC
755
Brinker Capital
Pennsylvania
$10.7M -$300K -2,875 -3%
TIM
756
Thompson Investment Management
Wisconsin
$10.7M -$173K -1,664 -2%
B
757
Bailard
California
$10.7M -$696K -6,676 -6%
FMC
758
First Merchants Corp
Indiana
$10.7M -$3.38M -32,462 -24%
AC
759
Alexandria Capital
Virginia
$10.7M -$83.6K -802 -0.8%
CIP
760
Convergence Investment Partners
Florida
$10.7M -$1.06M -10,157 -9%
CCT
761
Chemung Canal Trust
New York
$10.7M -$272K -2,614 -2%
ERIM
762
Eagle Ridge Investment Management
Connecticut
$10.7M +$15.1K +145 +0.1%
CTA
763
Colonial Trust Advisors
South Carolina
$10.6M -$18.1K -174 -0.2%
VV
764
Verity & Verity
South Carolina
$10.6M +$11.1K +107 +0.1%
I
765
IberiaBank
Louisiana
$10.6M +$788K +7,567 +8%
Simplex Trading
766
Simplex Trading
Illinois
$10.6M +$1.77M +16,974 +20%
CIA
767
CCM Investment Advisers
South Carolina
$10.6M +$106K +1,022 +1%
M
768
MOTCO
Texas
$10.6M -$302K -2,894 -3%
GP
769
Greenline Partners
New York
$10.5M -$2.14M -20,524 -17%
RW
770
Rand Wealth
Maryland
$10.5M -$782K -7,505 -7%
MYLI
771
Meiji Yasuda Life Insurance
Japan
$10.4M +$1.33M +12,758 +15%
RCM
772
Riverhead Capital Management
Delaware
$10.4M +$2.43M +23,343 +30%
OMC
773
Overbrook Management Corp
New York
$10.4M +$1.06M +10,202 +11%
MIA
774
MainStreet Investment Advisors
Illinois
$10.4M +$524K +5,027 +5%
CCFCSB
775
Cape Cod Five Cents Savings Bank
Massachusetts
$10.4M -$47.1K -452 -0.5%
29 30
31
32 33