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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 %
NJBEST
1476
New Jersey Better Educational Savings Trust
New Jersey
$2.19M – – –
BFC
1477
Blue Fin Capital
Rhode Island
$2.19M +$8.75K +84 +0.4%
FNB
1478
Farmers National Bank
Kentucky
$2.18M +$249K +2,386 +13%
HCM
1479
Hodges Capital Management
Texas
$2.18M -$64.1K -615 -3%
PIA
1480
Peachtree Investment Advisors
Georgia
$2.18M +$143K +1,375 +7%
AWMG
1481
Alliance Wealth Management Group
New Jersey
$2.18M – – –
CB
1482
Cadence Bank
Mississippi
$2.16M -$26.4K -253 -1%
BWM
1483
BigSur Wealth Management
Florida
$2.16M +$281K +2,700 +15%
HWA
1484
Heritage Way Advisors
Illinois
$2.16M -$115K -1,100 -5%
SCP
1485
Sandhill Capital Partners
New York
$2.15M -$11.5K -110 -0.5%
BEAM
1486
Baker Ellis Asset Management
Washington
$2.15M +$61.1K +586 +3%
NAM
1487
NTV Asset Management
West Virginia
$2.15M -$10.1K -97 -0.5%
AIA
1488
Armor Investment Advisors
North Carolina
$2.14M -$13K -125 -0.6%
WEC
1489
Winslow Evans & Crocker
Massachusetts
$2.14M -$17.3K -166 -0.8%
OCM
1490
Orleans Capital Management
Louisiana
$2.14M +$62K +595 +3%
MHIM
1491
MacNealy Hoover Investment Management
Ohio
$2.14M – – –
NB
1492
Northwest Bancshares
Pennsylvania
$2.13M +$10.7K +103 +0.5%
TNB
1493
Thomasville National Bank
Georgia
$2.13M -$15.3K -147 -0.7%
CCA
1494
Cobblestone Capital Advisors
New York
$2.12M +$188K +1,803 +10%
NSB
1495
Norway Savings Bank
Maine
$2.12M -$52K -499 -2%
FI
1496
FormulaFolio Investments
Michigan
$2.11M +$1.76M +16,848 +500%
SHCM
1497
Stokes & Hubbell Capital Management
Louisiana
$2.1M +$48.9K +469 +2%
HPCM
1498
High Pointe Capital Management
Illinois
$2.09M – – –
PI
1499
PHH Investments
Texas
$2.09M +$18.5K +178 +0.9%
WIP
1500
Wellesley Investment Partners
Massachusetts
$2.09M +$99.3K +953 +5%
58 59
60
61 62