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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 %
GW
776
GW & Wade
Massachusetts
$10.3M +$1.62M +15,547 +19%
ECM
777
ETrade Capital Management
Virginia
$10.3M +$349K +3,345 +4%
CBOR
778
Community Bank of Raymore
Missouri
$10.3M +$522K +5,009 +5%
VFA
779
Valeo Financial Advisors
Indiana
$10.3M -$414K -3,631 -4%
BII
780
Bainco International Investors
Massachusetts
$10.3M +$142K +1,363 +1%
PI
781
Pettee Investors
Connecticut
$10.3M -$41.7K -400 -0.4%
FTC
782
Farmers Trust Company
Ohio
$10.2M -$113K -1,087 -1%
CDH
783
Charles D. Hyman
$10.2M +$615K +5,900 +6%
NCM
784
Narwhal Capital Management
Georgia
$10.2M +$52.1K +500 +0.5%
Ninety One (UK)
785
Ninety One (UK)
United Kingdom
$10.2M +$10.2M +97,487 New
BC
786
Bartlett & Co
Ohio
$10.2M +$145K +1,395 +1%
BCWM
787
Bartlett & Co Wealth Management
Ohio
$10.2M +$145K +1,395 +1%
AP
788
Advisor Partners
California
$10.1M +$404K +3,879 +4%
DY
789
Dowling & Yahnke
California
$10.1M +$10K +96 +0.1%
RWA
790
Ropes Wealth Advisors
Massachusetts
$10.1M -$18K -173 -0.2%
RWP
791
RWA Wealth Partners
Massachusetts
$10M +$1.86M +17,830 +23%
CF
792
CNA Financial
Illinois
$10M -$998K -9,574 -9%
LPT
793
Legacy Private Trust
Wisconsin
$10M +$938K +9,002 +10%
AC
794
Alley Company
Illinois
$10M -$22.3K -214 -0.2%
SCM
795
Silvant Capital Management
Georgia
$9.97M +$121K +1,159 +1%
OCM
796
Oakwood Capital Management
California
$9.95M -$264K -2,530 -3%
CWM
797
Catamount Wealth Management
Connecticut
$9.82M +$1.72M +14,877 +21%
HVIA
798
Hudson Valley Investment Advisors
New York
$9.82M -$272K -2,608 -3%
CAPTRUST Financial Advisors
799
CAPTRUST Financial Advisors
North Carolina
$9.79M +$1.95M +18,700 +25%
FAT
800
First American Trust
California
$9.77M +$179K +1,713 +2%
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