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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 %
HCM
1501
Hollencrest Capital Management
California
$2.09M -$24.3K -233 -1%
DDC
1502
DF Dent & Co
Maryland
$2.08M -$130K -1,250 -6%
FAIM
1503
Financial Advocates Investment Management
Washington
$2.08M -$83.3K -793 -4%
CA
1504
Calton & Associates
Florida
$2.07M -$1.29M -10,946 -38%
MFG
1505
Monte Financial Group
Connecticut
$2.07M -$303K -2,908 -13%
RSS
1506
Rosenblum Silverman Sutton
California
$2.06M -$148K -1,421 -7%
FHB
1507
First Hawaiian Bank
Hawaii
$2.06M +$1.65M +15,842 +402%
BAM
1508
Burgundy Asset Management
Ontario, Canada
$2.03M – – –
IP
1509
Investment Partners
Ohio
$2.03M -$116K -1,109 -5%
HFBOT
1510
Home Federal Bank of Tennessee
Tennessee
$2.03M -$54.2K -520 -3%
FFA
1511
Fragasso Financial Advisors
Pennsylvania
$2.02M -$63.3K -607 -3%
LBG
1512
Lloyds Banking Group
United Kingdom
$2.02M -$923K -8,850 -31%
BWP
1513
Baldwin Wealth Partners
Massachusetts
$2.01M +$28.7K +275 +1%
EWM
1514
Elite Wealth Management
Washington
$2.01M +$147K +1,413 +8%
HDIM
1515
Hanson & Doremus Investment Management
Vermont
$2M -$552K -5,314 -22%
PWMAG
1516
Pinnacle Wealth Management Advisory Group
New Jersey
$1.99M -$58.4K -560 -3%
EFSCE
1517
Enterprise Financial Services Corp (EFSC)
Missouri
$1.99M -$25.4K -244 -1%
CPA
1518
Cowen Prime Advisors
New York
$1.99M -$31.3K -300 -2%
LDB
1519
Lee, Danner & Bass
Tennessee
$1.99M +$171K +1,645 +9%
PCG
1520
Private Capital Group
Connecticut
$1.98M +$56.8K +545 +3%
AIM
1521
Anchor Investment Management
South Carolina
$1.97M +$24.5K +235 +1%
HCM
1522
Highlander Capital Management
New Jersey
$1.97M +$15.6K +150 +0.8%
TCM
1523
Telos Capital Management
California
$1.97M +$39.5K +379 +2%
GEA
1524
Glen Eagle Advisors
New Jersey
$1.96M +$96K +921 +5%
NME
1525
Notis-McConarty Edward
$1.96M – – –
59 60
61
62 63