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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 %
SAM
1751
Shamrock Asset Management
Texas
$1.11M -$7.4K -71 -0.7%
BFA
1752
Beaumont Financial Advisors
Massachusetts
$1.11M +$246K +2,356 +28%
CAAS
1753
Capital Asset Advisory Services
Michigan
$1.11M -$63.5K -609 -5%
MPPLM
1754
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M +$13.6K +130 +1%
RP
1755
Riverbridge Partners
Minnesota
$1.1M – – –
WAP
1756
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$66.2K +636 +6%
SFG
1757
Summit Financial Group
West Virginia
$1.1M – – –
VHAM
1758
Van Hulzen Asset Management
California
$1.09M +$625K +5,995 +134%
QT
1759
Quantbot Technologies
New York
$1.09M +$658K +6,313 +152%
WMC
1760
Westwood Management Corporation
Illinois
$1.09M -$20.6M -197,498 -95%
BIA
1761
Bigelow Investment Advisors
Maine
$1.09M +$26.1K +250 +2%
CAG
1762
Crestwood Advisors Group
Massachusetts
$1.08M -$14.7K -129 -1%
RWM
1763
Ritholtz Wealth Management
New York
$1.08M +$56.9K +546 +6%
PFC
1764
Phocas Financial Corp
California
$1.08M – – –
CAI
1765
Capital Advisors Inc
Oklahoma
$1.07M -$17.7K -170 -2%
TAM
1766
Trillium Asset Management
Massachusetts
$1.07M +$13.2K +127 +1%
AWM
1767
AllSquare Wealth Management
New York
$1.07M +$69.5K +667 +7%
BA
1768
Bridgewater Associates
Connecticut
$1.07M -$385K -3,695 -27%
LC
1769
Loews Corp
New York
$1.06M -$137K -1,313 -11%
UIA
1770
UBP Investment Advisors
Switzerland
$1.06M -$24.5K -237 -2%
SG
1771
StoneX Group
New York
$1.06M +$19.7K +189 +2%
GHAM
1772
Gilman Hill Asset Management
Connecticut
$1.06M +$45.3K +435 +4%
LOAMS
1773
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.05M -$440K -4,225 -29%
HK
1774
Horizon Kinetics
New York
$1.05M +$10.8K +104 +1%
GA
1775
Greytown Advisors
Florida
$1.05M +$1.05M +10,061 New
69 70
71
72 73