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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 %
CIS
1126
Capital International Sarl
California
$4.37M -$62.5K -600 -1%
SWM
1127
Stockman Wealth Management
Montana
$4.37M +$52.6K +505 +1%
PA
1128
Perennial Advisors
New York
$4.36M +$74.5K +715 +2%
WPW
1129
Winthrop Partners - WNY
New York
$4.36M +$39.4K +378 +0.9%
Alyeska Investment Group
1130
Alyeska Investment Group
Illinois
$4.36M -$49.1M -470,847 -92%
SA
1131
Strategic Advisors
New York
$4.31M +$169K +1,626 +4%
ST
1132
Somerset Trust
Pennsylvania
$4.29M -$214K -2,057 -5%
BCM
1133
Buckhead Capital Management
Georgia
$4.28M -$7.48M -71,749 -64%
RC
1134
RBF Capital
California
$4.27M – – –
GIP
1135
Granite Investment Partners
California
$4.27M +$1.12M +10,790 +36%
CCM
1136
Coldstream Capital Management
Washington
$4.26M -$63.8K -612 -1%
GWM
1137
Geneos Wealth Management
Colorado
$4.23M -$96.1K -922 -2%
GPC
1138
Glacier Peak Capital
Washington
$4.22M +$4.22M +40,500 New
BSPF
1139
British Steel Pension Fund
United Kingdom
$4.22M -$5.3M -50,883 -56%
GIA
1140
Granite Investment Advisors
New Hampshire
$4.22M -$28.3K -272 -0.7%
BFEC
1141
Benjamin F. Edwards & Company
Missouri
$4.22M -$578K -5,544 -12%
AAMA
1142
Advanced Asset Management Advisors
Ohio
$4.21M – – –
MC
1143
Mathes Company
New York
$4.2M -$389K -3,735 -8%
AF
1144
Advisornet Financial
Minnesota
$4.2M +$2.29K +22 +0.1%
OA
1145
Oxbow Advisors
Texas
$4.2M +$193K +1,855 +5%
LOAMU
1146
Lombard Odier Asset Management (USA)
New York
$4.19M +$2.01M +19,296 +92%
Cetera Investment Advisers
1147
Cetera Investment Advisers
Illinois
$4.17M +$322K +3,089 +8%
MFS
1148
Monetta Financial Services
Illinois
$4.17M – – –
HIH
1149
HRS Investment Holdings
New York
$4.17M +$261K +2,500 +7%
SC
1150
Selz Capital
New York
$4.17M +$4.17M +40,000 New
44 45
46
47 48