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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 %
AAS
1526
Annex Advisory Services
Wisconsin
$1.96M +$102K +982 +6%
GBBWRPM
1527
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.95M -$1.67K -16 -0.1%
MA
1528
Mutual Advisors
Nebraska
$1.95M +$124K +1,191 +7%
BCM
1529
Birmingham Capital Management
Alabama
$1.95M -$72.9K -700 -4%
BAM
1530
Brave Asset Management
New Jersey
$1.95M +$122K +1,167 +7%
SFG
1531
SNS Financial Group
Minnesota
$1.95M +$1.49M +14,347 +331%
GLA
1532
Good Life Advisors
Pennsylvania
$1.92M -$11.2K -108 -0.6%
JWM
1533
Jackson Wealth Management
Florida
$1.92M -$7.14K -62 -0.4%
ODG
1534
O'Dell Group
Ohio
$1.91M +$167K +1,606 +10%
SICM
1535
Sustainable Insight Capital Management
New York
$1.91M +$511K +4,900 +37%
AWA
1536
Acorn Wealth Advisors
Michigan
$1.9M -$631 -6 -0%
AFC
1537
AFT Forsyth & Company
Florida
$1.89M +$6.67K +64 +0.4%
RWM
1538
RKL Wealth Management
Pennsylvania
$1.88M -$32.2K -310 -2%
HI
1539
Hudock Inc
Pennsylvania
$1.88M +$20.1K +193 +1%
JSL
1540
JT Stratford LLC
Georgia
$1.87M +$314K +3,018 +20%
BOS
1541
Bingham Osborn & Scarborough
California
$1.87M -$24.6K -236 -1%
ATC
1542
Adirondack Trust Company
New York
$1.87M +$1.04K +10 +0.1%
HCM
1543
Hudson Capital Management
New Jersey
$1.86M +$253K +2,432 +16%
OCG
1544
Opus Capital Group
Ohio
$1.85M -$45.9K -440 -2%
VCAM
1545
Van Cleef Asset Management
Ohio
$1.85M -$385K -3,690 -17%
FCCM
1546
First City Capital Management
Georgia
$1.85M -$26.6K -255 -1%
MYIA
1547
Mount Yale Investment Advisors
Colorado
$1.85M -$19.2K -184 -1%
SCM
1548
Southport Capital Management
Tennessee
$1.84M -$552K -5,299 -23%
WA
1549
WealthTrust-Arizona
Arizona
$1.84M -$10.9K -105 -0.6%
WFG
1550
Wills Financial Group
Virginia
$1.83M +$55.2K +530 +3%
60 61
62
63 64