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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 %
WWM
1276
Willingdon Wealth Management
North Carolina
$3.25M +$136K +1,308 +4%
PG
1277
Patten Group
Tennessee
$3.24M -$25.9K -249 -0.8%
GLA
1278
Great Lakes Advisors
Illinois
$3.24M -$19.6K -188 -0.6%
VFA
1279
Voya Financial Advisors
Connecticut
$3.24M +$102K +974 +3%
HW
1280
Hancock Whitney
Mississippi
$3.23M -$12.5M -119,568 -79%
WPA
1281
Winning Points Advisors
Florida
$3.22M – – –
NIMI
1282
Natixis Investment Managers International
France
$3.21M +$439K +4,214 +16%
SS
1283
Sunbelt Securities
Texas
$3.2M +$1.75M +16,824 +121%
CWP
1284
Capital Wealth Planning
Florida
$3.19M -$141K -1,350 -4%
ECML
1285
Eagle Capital Management (Louisiana)
Louisiana
$3.18M +$24K +230 +0.8%
CT
1286
Chicago Trust
Illinois
$3.17M -$41.2K -395 -1%
BW
1287
Bison Wealth
Georgia
$3.14M +$103K +987 +3%
ICOM
1288
Investment Counselors of Maryland
Maryland
$3.14M -$148K -1,425 -5%
IA
1289
IFG Advisory
Georgia
$3.14M +$115K +1,321 +4%
DWM
1290
Dorchester Wealth Management
Quebec, Canada
$3.14M -$31.8K -305 -1%
CII
1291
Capital International Inc
California
$3.13M -$102K -975 -3%
MPIA
1292
Mountain Pacific Investment Advisers
Idaho
$3.13M – – –
ST
1293
Smithfield Trust
Pennsylvania
$3.13M -$157K -1,509 -5%
CS
1294
Credential Securities
$3.13M -$210K -2,015 -6%
FBT
1295
First Bankers Trust
Kentucky
$3.13M +$410K +3,934 +15%
First Eagle Investment Management
1296
First Eagle Investment Management
New York
$3.13M – – –
AH
1297
Allen Holding
New York
$3.13M – – –
JC
1298
JBF Capital
Colorado
$3.13M +$1.56M +15,000 +100%
UBG
1299
United Bank (Georgia)
Georgia
$3.13M -$45.4K -436 -1%
SCA
1300
Spearhead Capital Advisors
Florida
$3.12M +$28.7K +275 +0.9%
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