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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 %
FPCG
1576
Fort Pitt Capital Group
Pennsylvania
$1.72M +$21.3K +204 +1%
FC
1577
Forte Capital
New York
$1.71M +$2.08K +20 +0.1%
CAN
1578
Claraphi Advisory Network
United States
$1.71M +$9.69K +93 +0.6%
FIM
1579
Freedom Investment Management
Connecticut
$1.71M -$380K -3,645 -18%
SFA
1580
Sequoia Financial Advisors
Ohio
$1.7M -$10.9K -105 -0.6%
RMAM
1581
Raab & Moskowitz Asset Management
New Jersey
$1.69M +$2.08K +20 +0.1%
FF
1582
Fluent Financial
Texas
$1.67M +$223K +2,141 +15%
FPA
1583
First Pacific Advisors
California
$1.67M – – –
FPIS
1584
Financial Planning & Information Services
Wisconsin
$1.67M – – –
SOAMC
1585
Spirit of America Management Corp
New York
$1.67M – – –
CWM
1586
Confluence Wealth Management
Oregon
$1.65M -$172K -1,650 -9%
HB
1587
Homrich & Berg
Georgia
$1.64M -$927K -8,890 -36%
OWP
1588
Obermeyer Wealth Partners
Colorado
$1.64M -$311K -2,989 -16%
WA
1589
WBH Advisory
Maryland
$1.64M +$81.2K +779 +5%
KFGK
1590
Keystone Financial Group (Kentucky)
Kentucky
$1.64M +$153K +1,454 +10%
CAM
1591
Cacti Asset Management
Georgia
$1.64M – – –
WG
1592
Welch Group
Alabama
$1.63M +$6.46K +62 +0.4%
GAG
1593
GM Advisory Group
New York
$1.63M – – –
Carson Wealth (CWM LLC)
1594
Carson Wealth (CWM LLC)
Nebraska
$1.62M +$126K +1,209 +8%
CAMG
1595
CWA Asset Management Group
Florida
$1.62M +$232K +2,222 +17%
AIM
1596
Aspen Investment Management
Michigan
$1.62M -$10.4K -100 -0.6%
NL
1597
NWAM LLC
Washington
$1.62M -$48.4K -464 -3%
KHLMTHM
1598
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.62M – – –
GRP
1599
Global Retirement Partners
California
$1.62M +$313K +3,008 +24%
CB
1600
CNB Bank
Pennsylvania
$1.61M -$26.7K -256 -2%
62 63
64
65 66