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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 %
CIC
1026
Cornercap Investment Counsel
Georgia
$5.56M +$185K +1,780 +3%
CB
1027
Community Bank
New York
$5.52M -$154K -1,482 -3%
IWA
1028
IBEX Wealth Advisors
New Jersey
$5.51M -$561K -5,198 -9%
WF
1029
WoodTrust Financial
Wisconsin
$5.49M +$1.36M +13,062 +33%
DSC
1030
Duncker Streett & Co
Missouri
$5.48M +$160K +1,539 +3%
JFGIW
1031
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.46M -$74.4K -714 -1%
BMM
1032
Buffington Mohr McNeal
Idaho
$5.43M -$4.27K -41 -0.1%
CSM
1033
CAMG Solamere Management
North Carolina
$5.4M +$199K +1,905 +4%
CWM
1034
Circle Wealth Management
New Jersey
$5.38M +$634K +6,084 +13%
AWM
1035
Avitas Wealth Management
California
$5.37M +$5.37M +51,534 New
WAS
1036
WESPAC Advisors SoCal
California
$5.37M +$36.5K +350 +0.7%
SAM
1037
Selway Asset Management
$5.34M -$173K -1,659 -3%
NMIFOAC
1038
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$5.33M – – –
APA
1039
American Portfolios Advisors
New York
$5.31M -$544K -5,222 -9%
ET
1040
Equitable Trust
Tennessee
$5.3M +$5.3M +50,886 New
BS
1041
Boenning & Scattergood
Pennsylvania
$5.3M +$5.3M +50,823 New
KCMRT
1042
Kemper Corp Master Retirement Trust
Illinois
$5.26M – – –
BCM
1043
Brookmont Capital Management
Texas
$5.26M +$102K +978 +2%
WC
1044
Woodstock Corp
Massachusetts
$5.25M +$16.7K +160 +0.3%
SWM
1045
Segment Wealth Management
Texas
$5.22M +$23.8K +228 +0.5%
JCP
1046
Jabre Capital Partners
Switzerland
$5.21M +$3.65M +35,000 +233%
NSLI
1047
Nan Shan Life Insurance
Taiwan
$5.21M +$5.21M +50,000 New
SNT
1048
Security National Trust
West Virginia
$5.19M -$170K -1,633 -3%
EIM
1049
Essex Investment Management
Massachusetts
$5.17M -$1.15M -10,997 -18%
SIA
1050
SeaBridge Investment Advisors
New Jersey
$5.17M -$671K -6,439 -11%
40 41
42
43 44