JPM icon

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 %
AF
876
Ally Financial
Michigan
$7.82M +$625K +6,000 +9%
GP
877
Girard Partners
Pennsylvania
$7.81M +$447K +4,293 +6%
HFM
878
Hartford Financial Management
Connecticut
$7.76M +$2.41M +23,130 +45%
RIA
879
RPG Investment Advisory
California
$7.75M +$6.04K +58 +0.1%
LSA
880
L & S Advisors
California
$7.74M -$1.32M -12,701 -15%
DLCIG
881
D.L. Carlson Investment Group
New Hampshire
$7.74M -$74.8K -718 -1%
AF
882
Arrow Financial
New York
$7.74M +$314K +3,015 +4%
SPC
883
Sigma Planning Corp
Michigan
$7.71M +$412K +3,951 +6%
BCM
884
Bourgeon Capital Management
Connecticut
$7.71M +$5.94K +57 +0.1%
WP
885
WealthPLAN Partners
Nebraska
$7.68M -$561K -5,382 -7%
OMCS
886
Old Mutual Customised Solutions
South Africa
$7.67M +$177K +1,700 +2%
PPCM
887
Pillar Pacific Capital Management
California
$7.67M +$67.2K +645 +0.9%
PAIM
888
Punch & Associates Investment Management
Minnesota
$7.66M +$188K +1,807 +3%
IC
889
InterOcean Capital
Illinois
$7.66M +$536K +5,143 +8%
AW
890
ACG Wealth
Georgia
$7.66M +$347K +3,329 +5%
TEE
891
Tibra Equities Europe
United Kingdom
$7.65M +$7.65M +73,419 New
LW
892
Linscomb Wealth
Texas
$7.58M +$118K +1,137 +2%
WFMPM
893
Woodley Farra Manion Portfolio Management
Indiana
$7.54M +$27K +259 +0.4%
SGCA
894
Steel Grove Capital Advisors
Tennessee
$7.52M +$40.3K +387 +0.5%
BONST
895
Bank of Nova Scotia Trust
Ontario, Canada
$7.5M -$25.1K -241 -0.3%
BG
896
Bollard Group
Massachusetts
$7.48M +$201K +1,931 +3%
BHWM
897
Bar Harbor Wealth Management
New Hampshire
$7.47M +$160K +1,535 +2%
OSNBOA
898
Old Second National Bank of Aurora
Illinois
$7.46M +$70.1K +673 +0.9%
LFAS
899
Level Four Advisory Services
Texas
$7.46M +$1.04M +9,979 +16%
ECM
900
Everence Capital Management
Indiana
$7.45M – – –
34 35
36
37 38