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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 %
IC
1226
Investment Counsel
Michigan
$3.62M +$36.5K +350 +1%
DWM
1227
Dakota Wealth Management
Florida
$3.61M +$3.19M +30,596 +760%
LCC
1228
Lincoln Capital Corp
Rhode Island
$3.6M -$63.3K -608 -2%
PWS
1229
Peloton Wealth Strategists
Indiana
$3.6M -$20.8K -200 -0.6%
GSC
1230
G&S Capital
Colorado
$3.6M +$1.15K +11 +0%
PA
1231
Parallel Advisors
California
$3.58M +$230K +2,207 +7%
WIC
1232
Woodmont Investment Counsel
Tennessee
$3.58M +$2.29K +22 +0.1%
PWM
1233
Perigon Wealth Management
California
$3.57M +$637K +6,110 +22%
LPIC
1234
LeJeune Puetz Investment Counsel
Michigan
$3.54M -$250K -2,395 -7%
TWA
1235
TCI Wealth Advisors
Arizona
$3.53M +$24.9K +239 +0.7%
TA
1236
Tiedemann Advisors
New York
$3.53M +$852K +8,174 +32%
CANY
1237
Caxton Associates (New York)
New York
$3.53M -$17.7M -169,915 -83%
FA
1238
FMA Advisory
Pennsylvania
$3.53M +$6.77K +65 +0.2%
LOAME
1239
Lombard Odier Asset Management (Europe)
United Kingdom
$3.52M -$42.9K -412 -1%
OC
1240
Oarsman Capital
Wisconsin
$3.51M -$394K -3,785 -10%
AL
1241
Aspiriant LLC
California
$3.51M -$309K -2,968 -8%
BIA
1242
BMT Investment Advisors
Pennsylvania
$3.51M +$156K +1,500 +5%
BIM
1243
Beach Investment Management
Pennsylvania
$3.5M – – –
ANRIA
1244
American National Registered Investment Advisor
Texas
$3.5M +$5.73K +55 +0.2%
NPT
1245
Nixon Peabody Trust
Massachusetts
$3.49M +$224K +2,146 +7%
RCAG
1246
Rehmann Capital Advisory Group
Michigan
$3.46M +$796K +9,578 +30%
CAL
1247
Capital Analysts LLC
Pennsylvania
$3.46M +$50.8K +488 +1%
BP
1248
BBR Partners
New York
$3.43M +$2.07M +19,831 +151%
SFG
1249
SevenBridge Financial Group
Pennsylvania
$3.42M +$9.79K +94 +0.3%
GC
1250
Grimes & Company
Massachusetts
$3.42M -$41.3K -396 -1%
48 49
50
51 52