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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 %
SCM
1201
Stonebridge Capital Management
California
$3.79M +$7.26K +70 +0.2%
SMG
1202
Spectrum Management Group
Indiana
$3.79M +$1.05M +10,085 +38%
SGA
1203
Strategic Global Advisors
California
$3.79M – – –
BI
1204
Boulegeris Investments
Georgia
$3.77M +$83.9K +805 +2%
PL
1205
Parkwood LLC
Ohio
$3.76M -$1.99M -19,100 -35%
UH
1206
Unigestion Holding
Switzerland
$3.75M +$3.75M +35,937 New
BDWM
1207
Brewin Dolphin Wealth Management
Ireland
$3.74M +$146K +1,400 +4%
MPA
1208
Marvin & Palmer Associates
Delaware
$3.74M – – –
AIC
1209
Argus Investors Counsel
New York
$3.71M -$348K -3,342 -9%
VanEck Associates
1210
VanEck Associates
New York
$3.71M +$3.71M +35,598 New
VLKIM
1211
Van Lanschot Kempen Investment Management
Netherlands
$3.71M -$64.2K -616 -2%
CAM
1212
Columbia Asset Management
Michigan
$3.7M -$323K -3,096 -8%
CS
1213
Comerica Securities
Michigan
$3.69M +$112K +1,076 +3%
BA
1214
Birinyi Associates
Connecticut
$3.69M +$573K +5,500 +18%
PFS
1215
Prospera Financial Services
Texas
$3.68M +$10.7K +103 +0.3%
BA
1216
Baugh & Associates
Georgia
$3.68M -$344K -3,301 -9%
BSB
1217
Bangor Savings Bank
Maine
$3.66M -$91.7K -880 -2%
OCM
1218
One Capital Management
California
$3.66M +$43.3K +416 +1%
GKFF
1219
George Kaiser Family Foundation
Oklahoma
$3.65M – – –
BHB
1220
Bank Hapoalim BM
Israel
$3.65M +$275K +2,642 +8%
TBNY
1221
Trustco Bank (New York)
New York
$3.65M -$33.9K -325 -0.9%
IC
1222
Intersect Capital
California
$3.63M +$882K +8,464 +32%
ADL
1223
Asset Dedication LLC
California
$3.63M +$32.4K +311 +0.9%
MCM
1224
Maryland Capital Management
Maryland
$3.63M +$215K +2,061 +6%
VAS
1225
Valicenti Advisory Services
New York
$3.63M +$180K +1,730 +5%
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