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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 %
FPS
1251
Fieldpoint Private Securities
Connecticut
$3.42M -$8.02K -77 -0.2%
AAM
1252
Aureus Asset Management
Massachusetts
$3.41M +$256K +2,461 +8%
MCP
1253
Mirador Capital Partners
California
$3.39M -$73K -701 -2%
GD
1254
Grandfield & Dodd
New York
$3.39M -$20.7K -199 -0.6%
LBC
1255
Lawrence B. Cohen
$3.39M -$258K -2,480 -7%
MNBTD
1256
Moody National Bank Trust Division
Texas
$3.39M +$5.73K +55 +0.2%
KPF
1257
K2 Principal Fund
Ontario, Canada
$3.39M +$1.09M +10,500 +48%
IAMOG
1258
Investors Asset Management of Georgia
Georgia
$3.38M -$2.71K -26 -0.1%
SM
1259
Salzhauer Michael
$3.37M – – –
TIA
1260
Tiemann Investment Advisors
California
$3.36M +$8.96K +86 +0.3%
CF
1261
Centaurus Financial
California
$3.36M +$947K +9,093 +39%
WIC
1262
Whitegate Investment Counselors
New Hampshire
$3.35M -$23.4K -225 -0.7%
LA
1263
LVW Advisors
New York
$3.34M -$108K -1,032 -3%
TSWM
1264
Triangle Securities Wealth Management
North Carolina
$3.34M -$57.1K -548 -2%
LNC
1265
Lincoln National Corp
Pennsylvania
$3.33M +$103K +986 +3%
HCM
1266
Howland Capital Management
Massachusetts
$3.31M -$18.8K -180 -0.6%
BRC
1267
Bell Rock Capital
Delaware
$3.29M +$122K +1,169 +4%
AWM
1268
Avior Wealth Management
Nebraska
$3.29M -$131K -1,262 -4%
NF
1269
Nikulski Financial
Iowa
$3.29M +$27.9K +268 +0.9%
AWCI
1270
Alpine Woods Capital Investors
New York
$3.28M -$1.95M -18,717 -37%
Wealth Enhancement Advisory Services
1271
Wealth Enhancement Advisory Services
Minnesota
$3.28M +$516K +4,772 +19%
LFA
1272
Legacy Financial Advisors
Kentucky
$3.25M +$3.3K +31 +0.1%
MHS
1273
M Holdings Securities
Oregon
$3.25M +$353K +3,386 +12%
ST
1274
Spinnaker Trust
Maine
$3.25M +$122K +1,169 +4%
IBOK
1275
Independence Bank of Kentucky
Kentucky
$3.25M -$29.9K -287 -0.9%
49 50
51
52 53