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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 %
TTWM
826
TCV Trust & Wealth Management
Virginia
$8.99M +$7.15M +68,581 +387%
LPC
827
Loeb Partners Corp
New York
$8.92M +$8.92M +85,600 New
CCP
828
Corient Capital Partners
California
$8.91M +$364K +3,490 +4%
LIM
829
Leavell Investment Management
Alabama
$8.85M +$126K +1,213 +1%
WCMN
830
Westchester Capital Management (Nebraska)
Nebraska
$8.8M -$58.6K -562 -0.7%
FG
831
Fiduciary Group
Georgia
$8.8M -$4.48K -43 -0.1%
GFA
832
Gifford Fong Associates
California
$8.73M – – –
CC
833
Cannell & Co
New York
$8.73M +$1.15M +10,999 +15%
CEI
834
Clark Estates Inc
New York
$8.7M +$1.35M +13,000 +18%
DWA
835
Douglass Winthrop Advisors
New York
$8.69M -$199K -1,911 -2%
AHC
836
Anderson Hoagland & Co
Missouri
$8.65M +$10.4K +100 +0.1%
CSC
837
Cove Street Capital
California
$8.64M +$167K +1,600 +2%
EWM
838
Edge Wealth Management
New York
$8.56M -$256K -2,461 -3%
EVM
839
Evelyn V. Moreno
$8.56M -$214K -2,050 -2%
BCMO
840
Buckingham Capital Management (Ohio)
Ohio
$8.56M -$104K -1,000 -1%
OA
841
Oak Associates
Ohio
$8.55M -$9.48M -90,975 -53%
FC
842
Ferris Capital
Massachusetts
$8.52M -$8.86K -85 -0.1%
NCM
843
Novare Capital Management
North Carolina
$8.5M +$1.57M +15,047 +23%
SB
844
Simmons Bank
Arkansas
$8.5M +$953K +9,146 +13%
MA
845
Montag & Associates
Georgia
$8.48M -$1.56M -14,998 -16%
GC
846
Gratus Capital
Georgia
$8.47M -$402K -3,856 -5%
NPF
847
Norris Perne & French
Michigan
$8.47M +$234K +2,244 +3%
AAM
848
AR Asset Management
California
$8.45M – – –
PTC
849
Private Trust Company
Ohio
$8.45M +$183K +1,758 +2%
HAG
850
HighPoint Advisor Group
Illinois
$8.45M -$1.39M -12,104 -14%
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