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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 %
ECM
1101
Elgethun Capital Management
South Dakota
$4.54M -$272K -2,612 -6%
AIS
1102
AlphaOne Investment Services
Pennsylvania
$4.53M -$80.6K -773 -2%
YIA
1103
YHB Investment Advisors
Connecticut
$4.53M +$521 +5 +0%
RWA
1104
River Wealth Advisors
Pennsylvania
$4.53M +$84K +806 +2%
GFPC
1105
Global Financial Private Capital
Florida
$4.52M -$762K -7,315 -14%
CAM
1106
Close Asset Management
United Kingdom
$4.51M – – –
AC
1107
Arjuna Capital
North Carolina
$4.5M +$15K +144 +0.3%
CNC
1108
Citizens & Northern Corp
Pennsylvania
$4.49M -$242K -2,318 -5%
BPM
1109
Bowling Portfolio Management
Ohio
$4.49M -$129K -1,238 -3%
VST
1110
Van Strum & Towne
California
$4.48M -$108K -1,038 -2%
ACM
1111
Argyle Capital Management
Pennsylvania
$4.48M -$59.4K -570 -1%
CIG
1112
Consolidated Investment Group
Colorado
$4.48M – – –
STA
1113
Summit Trail Advisors
New York
$4.48M -$5.2M -49,872 -54%
SPC
1114
Salient Private Client
Texas
$4.48M -$149K -1,430 -3%
MCM
1115
McMillion Capital Management
North Carolina
$4.47M +$25.3K +243 +0.6%
RL
1116
Ruffer LLP
United Kingdom
$4.47M -$920K -8,822 -17%
AAM
1117
Augustine Asset Management
Florida
$4.46M +$324K +3,108 +8%
SFP
1118
Shepherd Financial Partners
Massachusetts
$4.46M +$289K +2,752 +7%
WPIC
1119
White Pine Investment Company
Michigan
$4.43M -$83.4K -800 -2%
IFAM
1120
Institutional & Family Asset Management
Colorado
$4.42M +$107K +1,030 +2%
TC
1121
Trust Company
Kansas
$4.41M -$180K -1,726 -4%
RWM
1122
Rench Wealth Management
Texas
$4.4M -$24.5K -235 -0.6%
EGA
1123
E&G Advisors
Texas
$4.39M +$146K +1,401 +3%
GXMC
1124
Global X Management Company
New York
$4.38M +$541K +5,187 +14%
OAMG
1125
Odey Asset Management Group
United Kingdom
$4.37M – – –
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