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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 %
TW
1051
Transform Wealth
Colorado
$5.16M -$275K -2,642 -5%
HIS
1052
Horizon Investment Services
Indiana
$5.15M -$290K -2,784 -5%
WIM
1053
Wittenberg Investment Management
Massachusetts
$5.11M – – –
JWM
1054
JGP Wealth Management
Oregon
$5.11M +$5.11M +49,058 New
TB
1055
Terril Brothers
Missouri
$5.08M – – –
CHAM
1056
Clear Harbor Asset Management
Connecticut
$5.05M -$8.02K -77 -0.2%
WC
1057
Wexford Capital
Florida
$5.02M -$7.41M -71,151 -60%
IIM
1058
Ipswich Investment Management
Massachusetts
$5M +$2.06M +19,736 +70%
CCM
1059
Copeland Capital Management
Pennsylvania
$4.98M -$107K -1,029 -2%
AIM
1060
ARGA Investment Management
Connecticut
$4.97M -$1.01M -9,700 -17%
PL
1061
Parthenon LLC
Kentucky
$4.97M -$51.6K -495 -1%
BC
1062
Burney Company
Virginia
$4.96M +$561K +5,388 +13%
AIA
1063
Allied Investment Advisors
Montana
$4.96M -$91.2K -875 -2%
AWM
1064
Altium Wealth Management
New York
$4.95M +$3.16M +30,358 +177%
AI
1065
Atria Investments
North Carolina
$4.94M +$85.5K +821 +2%
WAM
1066
Wealthspire Advisors (Maryland)
Maryland
$4.93M +$20.3K +195 +0.4%
HWA
1067
HCR Wealth Advisors
California
$4.9M +$22.7K +218 +0.5%
P
1068
Pitcairn
Pennsylvania
$4.88M -$171K -1,641 -3%
NCMW
1069
Northern Capital Management (Wisconsin)
Wisconsin
$4.87M -$22.1K -212 -0.5%
PPSG
1070
Princeton Portfolio Strategies Group
New Jersey
$4.87M -$294K -2,819 -6%
EM
1071
Excalibur Management
Massachusetts
$4.87M -$9.27K -89 -0.2%
RAM
1072
Redmond Asset Management
Virginia
$4.86M +$134K +1,283 +3%
CIM
1073
CenturyLink Investment Management
Colorado
$4.86M -$603K -5,784 -11%
AWP
1074
Ascent Wealth Partners
New York
$4.84M +$31.7K +304 +0.7%
ACM
1075
Adalta Capital Management
New York
$4.82M -$20.1K -193 -0.4%
41 42
43
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