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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 %
PAS
1376
Partnervest Advisory Services
California
$2.62M +$138K +1,320 +6%
PIC
1377
PCJ Investment Counsel
Ontario, Canada
$2.61M -$521K -5,000 -17%
RFM
1378
Royal Fund Management
Florida
$2.6M +$2.52M +24,189 +3,001%
PHS
1379
Pekin Hardy Strauss
Illinois
$2.6M +$28.7K +275 +1%
NPP
1380
New Potomac Partners
Maryland
$2.6M +$28.7K +275 +1%
CFMC
1381
Curbstone Financial Management Corp
New Hampshire
$2.59M -$93.8K -900 -3%
SC
1382
Savant Capital
Illinois
$2.59M +$3.23K +31 +0.1%
SCM
1383
SOL Capital Management
Maryland
$2.58M +$11.7K +112 +0.5%
PGWM
1384
Parisi Gray Wealth Management
New Jersey
$2.58M +$66K +634 +3%
KCM
1385
Karp Capital Management
California
$2.58M +$92.1K +884 +4%
SIC
1386
Shoker Investment Counsel
Ohio
$2.58M -$57K -547 -2%
DAC
1387
Dividend Assets Capital
South Carolina
$2.57M -$53.8K -516 -2%
BAM
1388
Belpointe Asset Management
Nevada
$2.57M +$639K +6,135 +33%
EA
1389
Edge Advisors
Georgia
$2.57M -$26K -250 -1%
CT
1390
Coastline Trust
Rhode Island
$2.57M +$24K +230 +0.9%
AMIM
1391
Aull & Monroe Investment Management
Alabama
$2.56M -$31.3K -300 -1%
WCM
1392
Wunderlich Capital Managemnt
Tennessee
$2.56M -$1.98K -18 -0.1%
CCT
1393
Country Club Trust
Missouri
$2.56M +$87.5K +840 +4%
SFI
1394
SPC Financial Inc
Maryland
$2.56M -$5.73K -55 -0.2%
MC
1395
Martin & Co
Tennessee
$2.55M -$8.86K -85 -0.3%
GA
1396
GFS Advisors
Texas
$2.54M -$90.2K -865 -3%
AWA
1397
Arete Wealth Advisors
Illinois
$2.54M +$1.05M +10,110 +71%
TCM
1398
Towercrest Capital Management
Pennsylvania
$2.54M +$2.18M +20,904 +606%
Balyasny Asset Management
1399
Balyasny Asset Management
Illinois
$2.53M -$35.4M -339,741 -93%
BBWA
1400
Bell & Brown Wealth Advisors
California
$2.52M +$33.7K +323 +1%
54 55
56
57 58