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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 %
KCP
1301
Kenmare Capital Partners
New York
$3.12M – – –
SAM
1302
Symphony Asset Management
California
$3.11M -$773K -7,030 -20%
VWM
1303
Valley Wealth Managers
New Jersey
$3.11M -$235K -2,255 -7%
PP
1304
Professional Planning
California
$3.11M +$462K +4,432 +17%
COI
1305
Connable Office Inc
Michigan
$3.1M +$1.88K +18 +0.1%
FA
1306
FCG Advisors
New Jersey
$3.1M -$231K -2,220 -7%
CK
1307
Cohen Klingenstein
New York
$3.1M – – –
BIM
1308
Baldwin Investment Management
Pennsylvania
$3.1M +$987K +9,475 +47%
BCM
1309
Blume Capital Management
California
$3.09M -$72.9K -700 -2%
PFT
1310
Providence First Trust
Arizona
$3.09M -$72.9K -700 -2%
FLI
1311
Family Legacy Inc
South Carolina
$3.09M +$27.3K +262 +0.9%
GH
1312
GAM Holding
Switzerland
$3.04M -$521K -5,003 -15%
MWM
1313
Marietta Wealth Management
Georgia
$3.03M +$159K +1,524 +6%
CIC
1314
Crawford Investment Counsel
Georgia
$3.02M +$84.2K +808 +3%
IWM
1315
IHT Wealth Management
Illinois
$3M +$1.24M +11,864 +70%
LC
1316
Lourd Capital
California
$3M +$9.28K +89 +0.3%
SHA
1317
Seneca House Advisors
Virginia
$2.99M +$198K +1,899 +7%
AWM
1318
AE Wealth Management
Kansas
$2.99M -$60.1K -577 -2%
UAS
1319
United Asset Strategies
New York
$2.99M +$2.16M +20,705 +260%
CWM
1320
Concentric Wealth Management
California
$2.97M -$7.19K -69 -0.2%
OPA
1321
Old Port Advisors
Maine
$2.97M +$2.97M +28,516 New
HH
1322
Hilltop Holdings
Texas
$2.97M +$563K +5,404 +23%
ACP
1323
Aviance Capital Partners
Florida
$2.97M -$254K -3,264 -8%
WSC
1324
Wellington Shields & Co
New York
$2.97M -$45.3K -435 -2%
AC
1325
Addison Capital
Pennsylvania
$2.96M +$5.52K +53 +0.2%
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