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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 %
PFM
1076
Premier Fund Managers
United Kingdom
$4.78M +$386K +3,675 +9%
GJIC
1077
Gamble Jones Investment Counsel
California
$4.78M -$108K -1,033 -2%
IB
1078
Intrust Bank
Kansas
$4.76M -$225K -2,163 -5%
RC
1079
RegentAtlantic Capital
New Jersey
$4.76M -$46.1K -442 -1%
RCM
1080
Radnor Capital Management
Pennsylvania
$4.76M – – –
ECM
1081
EagleClaw Capital Management
Massachusetts
$4.75M -$57.3K -550 -1%
MMG
1082
Monetary Management Group
Missouri
$4.75M +$5.21K +50 +0.1%
Hudson Bay Capital Management
1083
Hudson Bay Capital Management
Connecticut
$4.74M -$5.31M -50,936 -53%
SBL
1084
Sargent Bickham Lagudis
Colorado
$4.69M -$88.4K -848 -2%
BCCM
1085
Bridge Creek Capital Management
Massachusetts
$4.69M -$402K -3,855 -8%
HCA
1086
Horan Capital Advisors
Ohio
$4.69M +$35.4K +340 +0.8%
MUAMU
1087
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.69M +$521K +5,000 +13%
AC
1088
AMS Capital
Brazil
$4.69M +$4.69M +45,000 New
UF
1089
Univest Financial
Pennsylvania
$4.67M -$148K -1,419 -3%
CSA
1090
Cottage Street Advisors
Massachusetts
$4.65M -$41.7K -400 -0.9%
CCP
1091
Cardan Capital Partners
Colorado
$4.64M -$73.5K -705 -2%
Capstone Investment Advisors
1092
Capstone Investment Advisors
New York
$4.64M +$4.15M +39,809 +839%
FMWA
1093
Forvis Mazars Wealth Advisors
Missouri
$4.6M +$250K +2,404 +6%
AB
1094
AT Bancorp
Iowa
$4.59M -$10.2K -98 -0.2%
SACTSONJ
1095
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.59M – – –
AWM
1096
Altavista Wealth Management
North Carolina
$4.58M -$40.1K -385 -0.9%
LGC
1097
Laurel Grove Capital
California
$4.58M +$41.7K +400 +0.9%
RC
1098
Roundview Capital
New Jersey
$4.57M +$847K +8,126 +23%
AFM
1099
Abbot Financial Management
Massachusetts
$4.56M +$62.7K +602 +1%
BFO
1100
Boston Family Office
Massachusetts
$4.55M +$126K +1,210 +3%
42 43
44
45 46