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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 %
RAM
1351
Roanoke Asset Management
New Jersey
$2.79M -$103K -990 -4%
BOS
1352
Bank of Stockton
California
$2.78M -$15.2K -146 -0.5%
CCM
1353
Coe Capital Management
Illinois
$2.76M -$33.3K -320 -1%
MVA
1354
Mount Vernon Associates
Maryland
$2.74M -$104K -1,000 -4%
KIG
1355
Kessler Investment Group
Indiana
$2.74M +$12.8K +123 +0.5%
PCA
1356
Peddock Capital Advisors
Massachusetts
$2.73M +$2.71K +26 +0.1%
BJL
1357
Brighton Jones LLC
Washington
$2.73M +$246K +2,362 +10%
FUBT
1358
First United Bank & Trust
Maryland
$2.73M -$98K -940 -3%
LA
1359
Lynch & Associates
Indiana
$2.72M +$422K +4,051 +18%
MWP
1360
MYCIO Wealth Partners
Pennsylvania
$2.71M +$323K +3,095 +13%
CG
1361
Caprock Group
Idaho
$2.71M -$8.23K -79 -0.3%
FMT
1362
First Mercantile Trust
Tennessee
$2.71M +$382K +3,667 +16%
EML
1363
Eos Management LP
New York
$2.71M – – –
NPA
1364
Nichols & Pratt Advisers
Massachusetts
$2.7M -$10.4K -100 -0.4%
Lido Advisors
1365
Lido Advisors
California
$2.69M -$325K -3,117 -11%
QSS
1366
Quantitative Systematic Strategies
Florida
$2.69M +$2.69M +25,763 New
HL
1367
HeadInvest LLC
Maine
$2.68M +$303K +2,906 +13%
CAM
1368
Chesapeake Asset Management
New York
$2.67M -$576K -5,530 -18%
RG
1369
Renaissance Group
Kentucky
$2.67M -$77.9K -748 -3%
DA
1370
Dillon & Associates
Michigan
$2.66M +$322K +3,099 +14%
CPC
1371
Congress Park Capital
New York
$2.65M +$104 +1 +0%
SLT
1372
St Louis Trust
Missouri
$2.64M -$25.9K -249 -1%
DAM
1373
Deltec Asset Management
New York
$2.64M – – –
CL
1374
CPWM LLC
Washington
$2.64M +$35.5K +341 +1%
MCP
1375
Martin Capital Partners
Oregon
$2.63M -$50.9K -489 -2%
53 54
55
56 57