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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 %
WAM
1626
Weatherly Asset Management
California
$1.54M – – –
LCM
1627
Liberty Capital Management
Michigan
$1.54M +$29.7K +285 +2%
PFSC
1628
Peoples Financial Services Corp
Pennsylvania
$1.54M -$72.9K -700 -5%
TFS
1629
TrustCore Financial Services
Tennessee
$1.53M +$192K +1,840 +14%
APP
1630
Avantax Planning Partners
Iowa
$1.53M -$1.24M -11,925 -45%
NAM
1631
Needelman Asset Management
California
$1.52M – – –
WWM
1632
Windsor Wealth Management
Indiana
$1.52M +$121K +1,165 +9%
DAM
1633
Delta Asset Management
Tennessee
$1.52M +$521 +5 +0%
SCG
1634
Sonata Capital Group
Washington
$1.52M -$19K -182 -1%
SFSG
1635
Stearns Financial Services Group
North Carolina
$1.51M -$1.88K -18 -0.1%
CAM
1636
Covenant Asset Management
New Jersey
$1.51M +$29.1K +279 +2%
SMC
1637
Smith, Moore & Co
Missouri
$1.5M +$23.8K +228 +2%
MC
1638
Menta Capital
California
$1.5M +$1.07M +10,300 +251%
BL
1639
BFSG LLC
California
$1.5M +$453K +4,349 +43%
KA
1640
Kovack Advisors
Florida
$1.49M -$14.1K -135 -0.9%
JG
1641
Jefferies Group
New York
$1.49M -$3.23M -31,005 -68%
CCM
1642
Condor Capital Management
New Jersey
$1.49M -$57.7K -554 -4%
SCA
1643
Sippican Capital Advisors
Massachusetts
$1.49M +$24K +230 +2%
FPFS
1644
First Personal Financial Services
North Carolina
$1.48M -$2.09K -20 -0.1%
NSAM
1645
North Star Asset Management
Wisconsin
$1.48M -$28K -269 -2%
SJIM
1646
St. Johns Investment Management
Florida
$1.47M +$24.2K +232 +2%
TWI
1647
Thomas White International
Illinois
$1.47M +$146K +1,400 +11%
JDR
1648
Jay D. Rosenbaum
$1.46M +$5.21K +50 +0.4%
TL
1649
TrueWealth LLC
Georgia
$1.46M +$101K +967 +7%
WA
1650
Waverly Advisors
Alabama
$1.46M +$91.6K +879 +7%
64 65
66
67 68