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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 %
CAW
1701
Cornerstone Advisors (Washington)
Washington
$1.29M +$19.9K +191 +2%
WCM
1702
Windsor Capital Management
Arizona
$1.29M +$20.1K +193 +2%
OGC
1703
Oak Grove Capital
New Hampshire
$1.28M +$1.28M +12,300 New
KAS
1704
Kemnay Advisory Services
New York
$1.27M +$68.7K +659 +6%
CBA
1705
Coastal Bridge Advisors
Connecticut
$1.27M +$84.8K +814 +7%
CASB
1706
Cape Ann Savings Bank
Massachusetts
$1.27M +$1.27M +11,553 New
LI
1707
Lafayette Investments
Maryland
$1.27M +$440K +4,218 +53%
HIC
1708
Holderness Investments Company
North Carolina
$1.27M +$27.1K +260 +2%
HEIP
1709
Hudson Edge Investment Partners
New Jersey
$1.26M -$12.2K -117 -1%
HGWM
1710
Harvest Group Wealth Management
Massachusetts
$1.26M -$119K -1,143 -9%
PFBT
1711
Parkside Financial Bank & Trust
Missouri
$1.26M +$48.3K +464 +4%
GCA
1712
Gradient Capital Advisors
California
$1.26M +$171K +1,645 +16%
FCMT
1713
Founders Capital Management (Texas)
Texas
$1.26M +$21K +202 +2%
CPIA
1714
Cornell Pochily Investment Advisors
New York
$1.25M -$25.6K -246 -2%
FNBTCON
1715
First National Bank & Trust Co of Newtown
Pennsylvania
$1.25M -$63.6K -610 -5%
PWAP
1716
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.25M +$15.6K +150 +1%
HT
1717
HighTower Trust
Texas
$1.24M +$1.24M +11,877 New
RPC
1718
Rossmore Private Capital
Connecticut
$1.24M +$86.3K +828 +8%
OIM
1719
Orca Investment Management
Oregon
$1.23M +$68.6K +658 +6%
TMAM
1720
Tokio Marine Asset Management
Japan
$1.23M -$861K -8,265 -41%
CAC
1721
Certified Advisory Corp
Florida
$1.22M -$22.3K -214 -2%
CIM
1722
Confluence Investment Management
Missouri
$1.22M +$224K +2,152 +23%
Group One Trading
1723
Group One Trading
Illinois
$1.21M +$1.21M +11,642 New
DWM
1724
Darwin Wealth Management
Florida
$1.21M +$349K +3,351 +41%
AIC
1725
Ayalon Insurance Company
Israel
$1.21M +$174K +1,671 +17%
67 68
69
70 71