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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 %
MC
926
MRJ Capital
New York
$6.88M -$12.3K -118 -0.2%
WCM
927
Windward Capital Management
California
$6.86M -$24.3K -233 -0.4%
RM
928
Resource Management
Louisiana
$6.85M +$3.33K +32 +0%
TCM
929
Tradition Capital Management
New Jersey
$6.84M -$77.2K -741 -1%
KWM
930
Kingsview Wealth Management
Oregon
$6.82M -$54.2K -520 -0.8%
WAM
931
Wolverine Asset Management
Illinois
$6.8M -$10M -96,416 -60%
BAS
932
Brown Advisory Securities
Maryland
$6.75M +$8.23K +79 +0.1%
PWA
933
Providence Wealth Advisors
Illinois
$6.72M -$60.8K -584 -0.9%
PC
934
Port Capital
Illinois
$6.7M -$7.5K -72 -0.1%
KRSITF
935
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.68M -$1.51M -14,445 -18%
GAM
936
Griffin Asset Management
New York
$6.68M -$14.6K -140 -0.2%
AA
937
Apriem Advisors
California
$6.65M +$129K +1,238 +2%
EFS
938
Essex Financial Services
Connecticut
$6.64M +$110K +1,055 +2%
RAG
939
Roof Advisory Group
Pennsylvania
$6.63M -$294K -2,818 -4%
CA
940
Cetera Advisors
Colorado
$6.62M -$714K -6,854 -10%
QOP
941
Quinn Opportunity Partners
Virginia
$6.62M – – –
VCA
942
Verdence Capital Advisors
Maryland
$6.61M +$1.01M +9,721 +18%
PT
943
Plimoth Trust
Massachusetts
$6.59M -$280K -2,683 -4%
LNWWM
944
Laird Norton Wetherby Wealth Management
California
$6.58M +$72K +691 +1%
WIS
945
Wright Investors Service
Connecticut
$6.58M -$851K -8,164 -11%
CCM
946
Crossvault Capital Management
Texas
$6.57M +$39.1K +375 +0.6%
EAM
947
EULAV Asset Management
Florida
$6.57M -$729K -7,000 -10%
MWAC
948
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.53M +$145K +1,391 +2%
FDCC
949
Foster Dykema Cabot & Co
Massachusetts
$6.51M -$217K -1,855 -3%
MWM
950
Meridian Wealth Management
Kentucky
$6.48M +$132K +1,264 +2%
36 37
38
39 40