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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 %
AC
851
Addenda Capital
Quebec, Canada
$8.44M +$381K +3,656 +5%
CAN
852
Cetera Advisor Networks
California
$8.4M -$346K -3,319 -4%
TBA
853
Tower Bridge Advisors
Pennsylvania
$8.39M +$217K +2,079 +3%
GI
854
Gradient Investments
Minnesota
$8.38M +$353K +3,385 +4%
SFS
855
Strategic Financial Services
New York
$8.35M +$72.2K +693 +0.9%
SAM
856
Security Asset Management
New York
$8.35M -$78.5K -753 -0.9%
CCM
857
Compton Capital Management
Rhode Island
$8.32M +$33.9K +325 +0.4%
VW
858
Vantage Wealth
California
$8.31M -$70.4K -676 -0.8%
VWM
859
Venturi Wealth Management
Texas
$8.29M +$503K +4,304 +6%
Jones Financial Companies
860
Jones Financial Companies
Missouri
$8.21M +$2.33M +22,403 +40%
OWD
861
Osborn Williams & Donohoe
Ohio
$8.15M +$58.9K +565 +0.7%
BOTW
862
Bank of the West
California
$8.14M -$116K -1,110 -1%
MSU
863
Mizuho Securities USA
New York
$8.09M +$7.17M +68,795 +781%
PIM
864
Penobscot Investment Management
Massachusetts
$8.06M +$23.4K +225 +0.3%
HAM
865
Highstreet Asset Management
Ontario, Canada
$8.03M -$463K -4,440 -5%
MRCM
866
M&R Capital Management
New Jersey
$8.03M -$91.1K -874 -1%
DLG
867
Daniel L. Goodwin
$7.98M – – –
DP
868
Dearborn Partners
Illinois
$7.93M +$33.8K +324 +0.4%
H
869
HoyleCohen
California
$7.93M +$67.9K +652 +0.9%
KOCAA
870
Knights of Columbus Asset Advisors
Connecticut
$7.91M -$1.87M -17,950 -19%
ASN
871
Advisory Services Network
Georgia
$7.9M +$618K +5,379 +8%
CFM
872
Coronation Fund Managers
South Africa
$7.84M -$3.45M -33,142 -31%
RAM
873
Riggs Asset Management
Pennsylvania
$7.83M -$24K -230 -0.3%
WSCM
874
Wellington Shields Capital Management
New York
$7.83M -$1.66M -15,899 -17%
MP
875
MSD Partners
New York
$7.82M – – –
33 34
35
36 37