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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 %
CRCM
901
Crystal Rock Capital Management
Illinois
$7.42M – – –
CA
902
Continental Advisors
Utah
$7.41M – – –
CFA
903
Carroll Financial Associates
North Carolina
$7.38M -$72.9K -700 -1%
CHA
904
Cedar Hill Associates
Illinois
$7.36M -$784K -7,520 -10%
FWM
905
Frontier Wealth Management
Missouri
$7.32M +$1.14M +10,962 +18%
KLWA
906
Kelly Lawrence W & Associates
California
$7.28M +$386K +3,700 +6%
BAC
907
Boys Arnold & Co
North Carolina
$7.28M -$110K -1,051 -1%
IRF
908
IBM Retirement Fund
New York
$7.27M -$1.16M -11,165 -14%
TCA
909
Teewinot Capital Advisers
New York
$7.26M – – –
HC
910
Hendley & Co
Ohio
$7.22M +$7.82K +75 +0.1%
CIA
911
Capital Investment Advisors
Georgia
$7.22M +$273K +2,617 +4%
BAM
912
Boyar Asset Management
New York
$7.22M -$36.2K -347 -0.5%
NWM
913
Nicola Wealth Management
British Columbia, Canada
$7.19M -$729K -7,000 -9%
WKWM
914
Walter & Keenan Wealth Management
Indiana
$7.17M -$313K -3,000 -4%
Westfield Capital Management
915
Westfield Capital Management
Massachusetts
$7.17M +$97.9K +940 +1%
SHGA
916
Sand Hill Global Advisors
California
$7.16M +$6.65M +63,846 +1,302%
CCM
917
Channing Capital Management
Illinois
$7.15M -$2.3M -22,035 -24%
NCM
918
Nelson Capital Management
California
$7.14M +$200K +1,920 +3%
PGIM
919
Pacific Global Investment Management
California
$6.98M +$77.3K +742 +1%
BOC
920
Barbara Oil Co
Illinois
$6.98M – – –
WBG
921
Wharton Business Group
Pennsylvania
$6.97M +$14.9K +143 +0.2%
GC
922
Grace Capital
Massachusetts
$6.96M -$401K -3,850 -5%
LTI
923
Laffer Tengler Investments
Tennessee
$6.95M -$22.8K -219 -0.3%
JWBC
924
J.W. Burns & Co
New York
$6.91M -$12.7K -122 -0.2%
FA
925
Fagan Associates
New York
$6.9M +$938 +9 +0%
35 36
37
38 39