JPM icon

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 %
Koshinski Asset Management
1426
Koshinski Asset Management
Illinois
$2.39M -$148K -1,417 -6%
GCM
1427
Gables Capital Management
Florida
$2.38M +$145K +1,375 +6%
CL
1428
Choreo LLC
Illinois
$2.38M -$165K -1,587 -6%
ZB
1429
Zions Bancorporation
Utah
$2.38M +$358K +3,433 +18%
MMPW
1430
Mitchell McLeod Pugh & Williams
Alabama
$2.37M +$6.67K +64 +0.3%
JFA
1431
Johanson Financial Advisors
California
$2.37M +$165K +1,587 +7%
CCM
1432
Carderock Capital Management
Maryland
$2.36M -$6.98K -67 -0.3%
BA
1433
Bristlecone Advisors
Washington
$2.36M -$261K -2,500 -10%
HCM
1434
Hengehold Capital Management
Ohio
$2.35M +$208 +2 +0%
FMB
1435
Field & Main Bank
Kentucky
$2.35M -$79.7K -693 -3%
OIM
1436
Opus Investment Management
Massachusetts
$2.35M +$1.5M +14,400 +178%
S
1437
SignatureFD
Georgia
$2.34M +$193K +1,851 +9%
EWM
1438
Evermay Wealth Management
Virginia
$2.34M +$91.2K +875 +4%
FCFC
1439
First Commonwealth Financial Corp
Pennsylvania
$2.34M +$79.1K +759 +4%
BHC
1440
Bowen Hanes & Co
Florida
$2.34M +$6.77K +65 +0.3%
IIC
1441
Integrated Investment Consultants
Michigan
$2.33M -$156K -1,494 -6%
NIS
1442
National Investment Services
Wisconsin
$2.32M -$15.3K -147 -0.7%
PAS
1443
Park Avenue Securities
New York
$2.32M +$440K +4,190 +23%
EHWM
1444
Eads & Heald Wealth Management
Georgia
$2.31M +$9.38K +90 +0.4%
PL
1445
Perpetual Ltd
Australia
$2.31M +$138K +1,325 +6%
QCG
1446
Quadrant Capital Group
Ohio
$2.31M -$23.9K -231 -1%
WSTAM
1447
Wilbanks Smith & Thomas Asset Management
Virginia
$2.31M +$50K +480 +2%
NB
1448
Nicolet Bankshares
Wisconsin
$2.29M -$228K -2,185 -9%
HIC
1449
Harvey Investment Company
Kentucky
$2.29M -$74.6K -716 -3%
HAI
1450
Hennessy Advisors Inc
California
$2.29M – – –
56 57
58
59 60