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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 %
KWMG
976
King Wealth Management Group
Florida
$6.17M +$106K +1,017 +2%
IAA
977
Independent Advisor Alliance
North Carolina
$6.16M -$1.26M -12,903 -17%
PAM
978
Peak Asset Management
Colorado
$6.13M +$54.8K +526 +0.9%
ACM
979
Aviance Capital Management
Florida
$6.09M -$686K -6,580 -10%
UR
980
USCA RIA
Texas
$6.09M +$44.2K +424 +0.7%
PP
981
Pegasus Partners
Wisconsin
$6.07M +$197K +1,890 +3%
WCM
982
Whitener Capital Management
North Carolina
$6.04M +$146K +1,401 +2%
AAF
983
Andra AP-fonden
Sweden
$6.03M +$479K +4,600 +9%
ISB
984
Iowa State Bank
Iowa
$6.03M -$148K -1,425 -2%
HBT
985
Hills Bank & Trust
Iowa
$6.02M +$168K +1,609 +3%
UFG
986
United Fire Group
Iowa
$6.02M – – –
CFA
987
Capstone Financial Advisors
Illinois
$6M +$417 +4 +0%
SCM
988
Suffolk Capital Management
New York
$5.99M -$1.42M -13,653 -19%
ECM
989
Exchange Capital Management
Michigan
$5.98M -$610K -5,855 -9%
DWT
990
Dorsey & Whitney Trust
South Dakota
$5.98M -$6.88K -66 -0.1%
RP
991
Rice Partnership
Hawaii
$5.98M +$285K +2,731 +5%
CCM
992
CWH Capital Management
Washington
$5.97M -$1.33M -12,733 -18%
BBP
993
Banco BTG Pactual
Brazil
$5.95M +$5.95M +57,133 New
KJHP
994
K.J. Harrison & Partners
Ontario, Canada
$5.94M +$547K +5,250 +10%
DR
995
Davis Rea
Ontario, Canada
$5.94M +$1.22M +11,688 +26%
GAB
996
German American Bancorp
Indiana
$5.94M +$5.94M +56,960 New
BAAM
997
Baker Avenue Asset Management
California
$5.92M -$5.63K -54 -0.1%
LWM
998
Lyell Wealth Management
California
$5.9M +$19.8K +190 +0.3%
PTB
999
Pioneer Trust Bank
Oregon
$5.89M +$127K +1,218 +2%
SFS
1000
Sowell Financial Services
Arkansas
$5.87M +$445K +3,907 +8%
38 39
40
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