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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 %
HA
1151
Halsey Associates
Connecticut
$4.15M +$45.7K +439 +1%
RMSCM
1152
R.M. Sincerbeaux Capital Management
New York
$4.14M +$20.8K +200 +0.5%
SMFG
1153
Sumitomo Mitsui Financial Group
Japan
$4.14M +$476K +4,571 +13%
HCA
1154
Harbour Capital Advisors
Virginia
$4.13M -$45.2K -430 -1%
BCM
1155
Beck Capital Management
Texas
$4.13M -$172K -1,648 -4%
MBA
1156
McQueen Ball & Associates
Pennsylvania
$4.13M -$69K -662 -2%
QF
1157
QVT Financial
New York
$4.12M -$3.78M -36,319 -48%
GT
1158
Greenleaf Trust
Michigan
$4.12M +$757K +7,264 +23%
SAM
1159
Sawgrass Asset Management
Florida
$4.1M -$112K -1,075 -3%
GIA
1160
Guyasuta Investment Advisors
Pennsylvania
$4.09M +$318K +3,055 +8%
GIM
1161
Goelzer Investment Management
Indiana
$4.08M -$349K -3,349 -8%
BBHC
1162
Brown Brothers Harriman & Co
New York
$4.07M +$333K +3,191 +9%
PAI
1163
Pittenger & Anderson Inc
Nebraska
$4.05M -$18.2K -175 -0.4%
MGIA
1164
Moneta Group Investment Advisors
Missouri
$4.05M +$2.02M +20,262 +99%
WCA
1165
Westover Capital Advisors
Delaware
$4.04M -$136K -1,306 -3%
WPP
1166
Whalerock Point Partners
Rhode Island
$4.02M -$1.89M -18,097 -32%
BSW
1167
Buckingham Strategic Wealth
Missouri
$4M +$656K +6,292 +20%
AMM
1168
American Money Management
California
$4M -$94K -902 -2%
JAM
1169
Jolley Asset Management
North Carolina
$4M -$233K -2,233 -6%
CBU
1170
CIBC Bank USA
Illinois
$3.98M +$117K +1,124 +3%
CWS
1171
Cypress Wealth Services
California
$3.96M +$2.61K +25 +0.1%
GP
1172
Geneva Partners
Wisconsin
$3.96M -$185K -1,773 -4%
SFWA
1173
Summit Financial Wealth Advisors
Louisiana
$3.94M -$115K -1,047 -3%
HCM
1174
Hall Capital Management
Rhode Island
$3.93M +$17.2K +165 +0.4%
WS
1175
Wedbush Securities
California
$3.92M +$375K +3,596 +11%
45 46
47
48 49