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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 %
HW
1176
Hedeker Wealth
Illinois
$3.91M +$57.1K +548 +1%
MSWM
1177
Mader & Shannon Wealth Management
Missouri
$3.91M +$181K +1,739 +5%
WBC
1178
West Branch Capital
Massachusetts
$3.91M +$799K +7,664 +26%
AC
1179
Abbrea Capital
California
$3.9M +$34.4K +330 +0.9%
MBTD
1180
Mechanics Bank - Trust Department
California
$3.9M +$185K +1,778 +5%
ACM
1181
Alpha Capital Management
Texas
$3.9M -$370K -3,554 -9%
HT
1182
Heritage Trust
Oklahoma
$3.9M -$22.8K -219 -0.6%
DT
1183
Diversified Trust
Tennessee
$3.89M +$225K +2,157 +6%
SSI
1184
Scott & Selber Inc
Texas
$3.88M +$16.3K +156 +0.4%
BKA
1185
Brick & Kyle Associates
Pennsylvania
$3.88M -$1.98K -19 -0.1%
LRPA
1186
L. Roy Papp & Associates
Arizona
$3.88M – – –
BWAM
1187
Boyd Watterson Asset Management
Ohio
$3.87M -$31K -297 -0.8%
WCM
1188
Washington Capital Management
Washington
$3.87M – – –
SCP
1189
Silverleafe Capital Partners
Tennessee
$3.87M +$39.9K +383 +1%
ITIM
1190
Indiana Trust & Investment Management
Indiana
$3.86M -$330K -3,163 -8%
SIMM
1191
Stillwater Investment Management (Minnesota)
Minnesota
$3.86M -$81.1K -778 -2%
KHLMVGHM
1192
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$3.85M – – –
DPIM
1193
Duff & Phelps Investment Management
Illinois
$3.82M -$94.8K -910 -2%
NEPWA
1194
New England Private Wealth Advisors
Massachusetts
$3.82M – – –
DAS
1195
Dynamic Advisor Solutions
Arizona
$3.82M +$700K +6,721 +22%
CCA
1196
Checchi Capital Advisers
California
$3.81M +$107K +1,028 +3%
IMOV
1197
Investment Management of Virginia
Virginia
$3.8M +$84.4K +810 +2%
MFAM
1198
Motley Fool Asset Management
Virginia
$3.8M +$3.8M +36,458 New
HCM
1199
HGI Capital Management
New York
$3.8M +$1.1M +10,561 +41%
OIA
1200
Optimum Investment Advisors
Illinois
$3.79M -$95.5K -917 -2%
46 47
48
49 50