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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 %
PVWM
1401
Point View Wealth Management
New Jersey
$2.51M -$5.11K -49 -0.2%
IAS
1402
IMA Advisory Services
Colorado
$2.51M -$4.38K -42 -0.2%
WOC
1403
West Oak Capital
California
$2.51M -$69.3K -665 -3%
SCM
1404
Salem Capital Management
Massachusetts
$2.51M +$26K +250 +1%
SC
1405
Sawyer & Company
Massachusetts
$2.49M – – –
CFG
1406
CKW Financial Group
Hawaii
$2.49M -$2.4K -23 -0.1%
DBIA
1407
Dumont & Blake Investment Advisors
New Jersey
$2.49M -$317K -3,045 -11%
MCM
1408
Manchester Capital Management
Vermont
$2.49M +$649K +6,234 +35%
LWAC
1409
Laurel Wealth Advisors (California)
California
$2.49M +$207K +1,989 +9%
LCM
1410
Leisure Capital Management
California
$2.48M -$251K -2,406 -9%
SSWM
1411
Sheets Smith Wealth Management
North Carolina
$2.47M +$21.9K +210 +0.9%
BCM
1412
Boltwood Capital Management
California
$2.47M -$79.7K -765 -3%
WPA
1413
West Paces Advisors
Georgia
$2.46M +$21.8K +209 +0.9%
TCM
1414
Traynor Capital Management
Pennsylvania
$2.45M +$220K +2,090 +10%
AFM
1415
Andesa Financial Management
Pennsylvania
$2.45M +$2.09K +20 +0.1%
PAM
1416
Pegasus Asset Management
New York
$2.44M +$18.8K +180 +0.8%
AWA
1417
ARS Wealth Advisors
Florida
$2.44M +$110K +1,055 +5%
AB
1418
Atlas Brown
Kentucky
$2.44M -$88.2K -827 -3%
DM
1419
Delphi Management
Massachusetts
$2.44M +$2.44M +21,216 New
TNBTD
1420
Trustmark National Bank Trust Department
Mississippi
$2.42M +$85.9K +824 +4%
MCM
1421
Monarch Capital Management
Indiana
$2.41M – – –
DMK
1422
David M. Knott
$2.4M – – –
SIAP
1423
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.4M +$36.5K +350 +2%
CHC
1424
City Holding Co
West Virginia
$2.39M -$12.5K -120 -0.5%
PH
1425
Pinnacle Holdings
Oklahoma
$2.39M -$40.2K -386 -2%
55 56
57
58 59