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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 %
FCT
951
Family Capital Trust
Massachusetts
$6.48M -$65.2K -626 -1%
TCOT
952
Trust Company of Toledo
Ohio
$6.47M +$20.7K +199 +0.3%
HT
953
HAP Trading
New York
$6.46M +$6.46M +61,987 New
AIM
954
AMI Investment Management
Indiana
$6.42M +$573K +5,504 +10%
ANTB
955
AMG National Trust Bank
Colorado
$6.41M +$88.7K +851 +1%
III
956
Independent Investors Inc
New York
$6.38M -$10.4K -100 -0.2%
UFF
957
USA Financial Formulas
Michigan
$6.38M -$34.6K -315 -0.5%
CM
958
Castleark Management
Illinois
$6.36M -$6.37M -61,100 -50%
FAM
959
Foresters Asset Management
Ontario, Canada
$6.35M -$5.95M -43,300 -48%
BTNA
960
Bremer Trust National Association
Minnesota
$6.34M +$952K +9,134 +18%
TC
961
Telemus Capital
Michigan
$6.34M +$158K +1,515 +3%
BIP
962
Brandes Investment Partners
California
$6.3M -$379K -3,633 -6%
SCA
963
Sage Capital Advisors
South Dakota
$6.3M +$105K +1,012 +2%
AUB
964
Atlantic Union Bankshares
Virginia
$6.27M +$677K +6,498 +12%
BFIM
965
Beese Fulmer Investment Management
Ohio
$6.26M +$101K +966 +2%
CFC
966
Cincinnati Financial Corp
Ohio
$6.25M – – –
CSS
967
Cubist Systematic Strategies
Connecticut
$6.24M +$4.54M +43,579 +267%
WTFG
968
Wells Trecaso Financial Group
Ohio
$6.24M +$47.1K +452 +0.8%
LWCFA
969
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.23M -$72.9K -700 -1%
SCM
970
Schnieders Capital Management
California
$6.22M +$15.9K +153 +0.3%
SIC
971
Sigma Investment Counselors
Michigan
$6.22M +$11.8K +113 +0.2%
CC
972
Chicago Capital
Illinois
$6.2M +$4.67M +44,823 +306%
GCM
973
Garland Capital Management
Washington
$6.18M -$147K -1,410 -2%
RIM
974
Rampart Investment Management
Connecticut
$6.17M -$5.85M -56,181 -49%
KPCM
975
Kings Point Capital Management
New York
$6.17M +$1.43M +13,715 +30%
37 38
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