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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 %
JIP
1651
Jaffetilchin Investment Partners
Florida
$1.45M -$13.6K -131 -0.9%
AFP
1652
Ausdal Financial Partners
Iowa
$1.45M +$198K +1,900 +16%
KF
1653
Krilogy Financial
Missouri
$1.45M +$355K +3,406 +32%
CA
1654
Cynosure Advisors
Utah
$1.44M -$37.1K -356 -3%
RCM
1655
RB Capital Management
Nevada
$1.44M +$131K +1,259 +10%
TCM
1656
Tributary Capital Management
Nebraska
$1.43M -$25.5K -245 -2%
BEC
1657
Blue Edge Capital
Virginia
$1.43M +$11.3K +108 +0.8%
FFSOTS
1658
Fiduciary Financial Services of The Southwest
Texas
$1.43M +$11.4K +109 +0.8%
NGA
1659
Naples Global Advisors
Florida
$1.42M +$190K +1,819 +15%
GBT
1660
Grove Bank & Trust
Florida
$1.42M -$16.7K -160 -1%
PFM
1661
Phillips Financial Management
Indiana
$1.41M +$1.05K +10 +0.1%
CIA
1662
CSat Investment Advisory
Michigan
$1.41M +$1.41M +13,527 New
PI
1663
Parkside Investments
Illinois
$1.4M -$621K -5,357 -31%
SMH
1664
Sanders Morris Harris
Texas
$1.4M – – –
PK
1665
Pflug Koory
Nebraska
$1.4M +$333K +3,200 +31%
CPO
1666
Cerity Partners OCIO
New York
$1.4M -$27.7K -276 -2%
PP
1667
PagnatoKarp Partners
Virginia
$1.4M -$121K -1,165 -8%
WPW
1668
Waldron Private Wealth
Pennsylvania
$1.39M -$114K -1,099 -8%
AWM
1669
Aries Wealth Management
Maine
$1.39M – – –
FCAG
1670
First Capital Advisors Group
New Jersey
$1.39M -$66.7K -640 -5%
WPC
1671
White Pine Capital
Minnesota
$1.39M -$2.29K -22 -0.2%
SS
1672
Simplicity Solutions
Minnesota
$1.38M +$998K +9,579 +259%
AI
1673
Accredited Investors
Minnesota
$1.38M -$95.3K -915 -6%
RA
1674
RFG Advisory
Alabama
$1.38M +$129K +1,237 +10%
RMCM
1675
Reynders McVeigh Capital Management
Massachusetts
$1.38M +$598K +5,735 +76%
65 66
67
68 69