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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 %
TNAM
1601
Terra Nova Asset Management
New York
$1.61M +$253K +2,426 +19%
KCPG
1602
Kavar Capital Partners Group
Kansas
$1.61M – – –
KS
1603
Karpas Strategies
Connecticut
$1.6M +$1.56K +15 +0.1%
VNIM
1604
Vaughan Nelson Investment Management
Texas
$1.59M – – –
RT
1605
Rockland Trust
Massachusetts
$1.59M -$44.5K -427 -3%
WP
1606
WealthSource Partners
California
$1.58M -$134K -1,289 -8%
HFP
1607
Holistic Financial Partners
Indiana
$1.58M -$16.9K -162 -1%
WCM
1608
Weik Capital Management
Pennsylvania
$1.57M +$665K +6,385 +73%
MBT
1609
Monroe Bank & Trust
Michigan
$1.57M -$69.9K -671 -4%
PAPAIJV
1610
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.56M -$2.61M -25,000 -63%
VFM
1611
Viking Fund Management
North Dakota
$1.56M – – –
FCH
1612
Freestone Capital Holdings
Washington
$1.56M +$64.3K +617 +4%
UM
1613
Ulysses Management
New York
$1.56M +$1.56M +15,000 New
NFC
1614
Northeast Financial Consultants
Connecticut
$1.56M – – –
OA
1615
Outfitter Advisors
Virginia
$1.56M -$73K -700 -4%
ACP
1616
Ashfield Capital Partners
California
$1.56M – – –
CPA
1617
Capital Planning Advisors
California
$1.56M +$245K +2,349 +19%
TCM
1618
Teza Capital Management
Illinois
$1.56M -$2.07M -19,911 -57%
WC
1619
Weil Company
California
$1.55M +$729 +7 +0%
MSA
1620
Marino Stram & Associates
Massachusetts
$1.55M +$62.4K +594 +4%
PMFA
1621
Plante Moran Financial Advisors
Michigan
$1.54M -$134K -1,285 -8%
BI
1622
Bredin Investment
Delaware
$1.54M – – –
BMC
1623
Benin Management Corp
Connecticut
$1.54M -$5.21K -50 -0.3%
PBO
1624
Peoples Bank (Ohio)
Ohio
$1.54M +$28.7K +275 +2%
GC
1625
Giverny Capital
Quebec, Canada
$1.54M – – –
63 64
65
66 67