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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 %
1WA
1726
180 Wealth Advisors
Washington
$1.2M -$187K -1,799 -13%
GWM
1727
Greenwich Wealth Management
Connecticut
$1.2M -$17.7K -170 -1%
SIM
1728
SSI Investment Management
California
$1.2M -$188K -1,806 -14%
SCM
1729
Sterneck Capital Management
Missouri
$1.2M -$391K -3,757 -25%
HAC
1730
Harbor Advisory Corp
New Hampshire
$1.19M -$91.2K -875 -7%
FEG
1731
Fund Evaluation Group
Ohio
$1.19M – – –
CHJWM
1732
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.19M +$22.5K +215 +2%
PHK
1733
Point72 Hong Kong
Hong Kong
$1.18M +$1.18M +11,344 New
MIS
1734
Morningstar Investment Services
Illinois
$1.18M +$48.6K +466 +4%
MWM
1735
Mission Wealth Management
California
$1.18M +$37K +355 +3%
EM
1736
ELCO Management
New York
$1.17M +$5.21K +50 +0.4%
ECM
1737
Element Capital Management
New York
$1.17M +$761K +7,304 +184%
BWM
1738
BerganKDV Wealth Management
Minnesota
$1.17M +$23.6K +226 +2%
FFC
1739
First Financial Corp
Indiana
$1.16M -$18.6K -178 -2%
OFS
1740
Orrstown Financial Services
Pennsylvania
$1.16M -$92.4K -886 -7%
SFG
1741
Sather Financial Group
Texas
$1.16M – – –
MIM
1742
Miller Investment Management
Pennsylvania
$1.15M – – –
BHBT
1743
Burke & Herbert Bank & Trust
Virginia
$1.15M +$20.8K +200 +2%
OAM
1744
Oak Asset Management
California
$1.15M +$9.28K +89 +0.8%
TMC
1745
Trellus Management Company
Florida
$1.15M – – –
JA
1746
JOYN Advisors
Georgia
$1.14M +$673K +6,453 +143%
PG
1747
Proffitt & Goodson
Tennessee
$1.13M -$111K -1,067 -9%
GA
1748
Geller Advisors
New York
$1.13M – – –
HFA
1749
High Falls Advisors
New York
$1.12M -$8.86K -85 -0.8%
JFA
1750
JNBA Financial Advisors
Minnesota
$1.11M – – –
68 69
70
71 72