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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 %
VCM
1676
Versant Capital Management
Arizona
$1.37M -$8.33K -80 -0.6%
FIA
1677
FNY Investment Advisers
New York
$1.37M +$1.37M +13,107 New
LC
1678
LCNB Corp
Ohio
$1.36M +$174K +1,670 +15%
GI
1679
GS Investments
Minnesota
$1.36M +$576K +5,525 +73%
EWM
1680
Elmwood Wealth Management
California
$1.36M +$2.81K +27 +0.2%
AEPG
1681
American Economic Planning Group
New Jersey
$1.36M +$12.4K +119 +0.9%
MCM
1682
Mitchell Capital Management
Kansas
$1.35M +$317K +3,040 +31%
HJA
1683
Hugh Johnson Advisors
New York
$1.35M +$131K +1,255 +11%
CG
1684
CFO4Life Group
Texas
$1.35M +$4.59K +44 +0.3%
FM
1685
Forward Management
California
$1.33M +$29.5K +283 +2%
ZCI
1686
Zevenbergen Capital Investments
Washington
$1.33M -$279K -2,677 -17%
LCM
1687
Logan Capital Management
Pennsylvania
$1.33M +$92.8K +891 +8%
PC
1688
Palo Capital
California
$1.32M – – –
WP
1689
WMS Partners
Maryland
$1.31M -$88.3K -848 -6%
GPCM
1690
Granite Point Capital Management
Massachusetts
$1.31M -$406K -3,900 -24%
LA
1691
Lau Associates
Delaware
$1.31M – – –
DC
1692
DeDora Capital
California
$1.31M +$98.7K +947 +8%
NWS
1693
Newport Wealth Strategies
California
$1.31M +$123K +1,176 +10%
NP
1694
Ninepoint Partners
Ontario, Canada
$1.3M -$156K -1,500 -11%
WIM
1695
Weitz Investment Management
Nebraska
$1.3M – – –
AP
1696
Atwood & Palmer
Missouri
$1.3M +$161K +1,543 +14%
BFO
1697
Biltmore Family Office
North Carolina
$1.29M -$119K -1,141 -8%
BC
1698
Banced Corp
Illinois
$1.29M +$1.67K +16 +0.1%
MCM
1699
Maple Capital Management
Vermont
$1.29M -$20.7K -199 -2%
LNB
1700
Ledyard National Bank
$1.29M +$17K +163 +1%
66 67
68
69 70