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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 %
LAIC
1451
Lederer & Associates Investment Counsel
California
$2.29M -$54.8K -526 -2%
CPA
1452
Court Place Advisors
Maryland
$2.29M -$95.3K -915 -4%
MFBTD
1453
MB Financial Bank - Trust Department
Illinois
$2.29M +$18.1K +174 +0.8%
NCM
1454
Neumann Capital Management
California
$2.28M -$41.7K -400 -2%
IFWM
1455
Institute for Wealth Management
Colorado
$2.28M +$65.3K +630 +3%
BMC
1456
Beaton Management Company
Massachusetts
$2.27M +$66.1K +634 +3%
VF
1457
Virtu Financial
New York
$2.25M +$1.27M +12,157 +128%
CPIG
1458
Chicago Partners Investment Group
Illinois
$2.25M +$615K +5,905 +38%
GIM
1459
Guardian Investment Management
California
$2.25M +$172K +1,670 +8%
KCM
1460
Kornitzer Capital Management
Kansas
$2.25M -$4.18M -40,108 -65%
SIG
1461
Schaller Investment Group
North Carolina
$2.24M – – –
MBT
1462
Montecito Bank & Trust
California
$2.24M +$331K +3,181 +17%
GWM
1463
Graybill Wealth Management
Illinois
$2.23M -$26.6K -255 -1%
LFA
1464
Landmark Financial Advisors
Kentucky
$2.23M +$12.6K +121 +0.6%
YWP
1465
YorkBridge Wealth Partners
New York
$2.23M -$43.1K -414 -2%
BDF
1466
Balasa Dinverno & Foltz
$2.23M +$145K +1,389 +7%
PTC
1467
Philadelphia Trust Company
Pennsylvania
$2.22M +$57.2K +549 +3%
TPWA
1468
TRUE Private Wealth Advisors
Oregon
$2.22M +$329K +3,163 +17%
SBSB
1469
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.22M +$10.4K +100 +0.5%
PCA
1470
Providence Capital Advisors
North Carolina
$2.21M +$112K +1,076 +5%
FIM
1471
Frontier Investment Management
Texas
$2.21M -$133K -1,276 -6%
TWA
1472
Tillar-Wenstrup Advisors
Ohio
$2.21M -$72.9K -700 -3%
BO
1473
Bank OZK
Arkansas
$2.19M +$131K +1,254 +6%
FMTCOCP
1474
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.19M -$41.7K -400 -2%
CIM
1475
CIM Investment Management
Pennsylvania
$2.19M -$66.6K -639 -3%
57 58
59
60 61