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
$9.5B
2
CSIA
Charles Schwab Investment Advisory
California
$279M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$247M
4
Bank of America
Bank of America
North Carolina
$5.43B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$313M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.53B
2
EVM
Eaton Vance Management
Massachusetts
$875M
3
BlackRock
BlackRock
New York
$23.2B
4
Capital Research Global Investors
Capital Research Global Investors
California
$2.27B
5
Goldman Sachs
Goldman Sachs
New York
$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
126
HL Financial Services
Kentucky
$256M +$10.1M +97,043 +4%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$254M -$4.48M -43,022 -2%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$251M +$34M +326,093 +16%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$247M +$241M +2,309,381 +3,713%
KeyBank National Association
130
KeyBank National Association
Ohio
$246M -$1.11M -10,621 -0.4%
Federated Hermes
131
Federated Hermes
Pennsylvania
$238M -$16M -153,522 -6%
AII
132
AGF Investments Inc
Ontario, Canada
$237M +$17.7M +170,108 +8%
WHG
133
Westwood Holdings Group
Texas
$236M +$84.9M +814,950 +56%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$235M +$1.76M +16,857 +0.8%
TG
135
TCW Group
California
$235M -$602K -5,774 -0.3%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$232M -$12.2M -116,786 -5%
SOMRS
137
State of Michigan Retirement System
Michigan
$227M -$240K -2,300 -0.1%
M&T Bank
138
M&T Bank
New York
$226M -$1.31M -12,547 -0.6%
AG
139
Aperio Group
California
$225M +$8.33M +79,904 +4%
Luther King Capital Management (LKCM)
140
Luther King Capital Management (LKCM)
Texas
$225M +$4.89M +46,891 +2%
HA
141
Homestead Advisers
Virginia
$224M -$10.4M -100,000 -4%
SP
142
Sarasin & Partners
United Kingdom
$223M -$14.9M -142,950 -6%
FMI
143
Factory Mutual Insurance
Massachusetts
$222M +$1.59M +15,300 +0.7%
Citadel Advisors
144
Citadel Advisors
Florida
$216M -$33.5M -321,665 -13%
Calamos Advisors
145
Calamos Advisors
Illinois
$213M +$23.5M +225,085 +12%
JPMPWA
146
J.P. Morgan Private Wealth Advisors
California
$210M +$29.2M +280,010 +16%
CI
147
Cincinnati Insurance
Ohio
$210M – – –
KBC Group
148
KBC Group
Belgium
$210M +$5.94M +56,959 +3%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$203M +$18.8M +180,255 +10%
GIA
150
Gateway Investment Advisers
Ohio
$201M -$2.33M -22,382 -1%
4 5
6
7 8