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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 %
BRM
1801
Boston Research & Management
Massachusetts
$992K +$69.8K +670 +8%
PAM
1802
Palisade Asset Management
Minnesota
$987K – – –
GIM
1803
Greylin Investment Management
Virginia
$984K -$248K -2,382 -20%
PAMG
1804
Patton Albertson Miller Group
Tennessee
$983K -$50.3K -483 -5%
GLI
1805
Guardian Life Insurance
New York
$981K +$149K +1,433 +18%
CCA
1806
Catalyst Capital Advisors
New York
$980K +$667K +6,400 +213%
CA
1807
Cambridge Advisors
Nebraska
$974K +$2.5K +24 +0.3%
HF
1808
HRT Financial
New York
$974K +$595K +5,720 +157%
AIP
1809
Ahrens Investment Partners
Louisiana
$969K -$5.83K -56 -0.6%
KIA
1810
Kopp Investment Advisors
Minnesota
$969K +$521 +5 +0.1%
Twin Tree Management
1811
Twin Tree Management
Texas
$966K -$828K -7,950 -46%
SSP
1812
Sapphire Star Partners
Washington
$963K +$10.5K +101 +1%
DCM
1813
Dimension Capital Management
Florida
$961K -$329K -3,160 -26%
SLF
1814
Sun Life Financial
Ontario, Canada
$961K +$781K +7,497 +435%
LFASL
1815
Lugano Financial Advisors SA (LFA)
Switzerland
$961K +$961K +9,284 New
HCM
1816
HMS Capital Management
Tennessee
$952K +$755K +7,248 +384%
SSG
1817
Summit Securities Group
New York
$948K -$93.8K -900 -9%
SRSA
1818
S.R. Schill & Associates
Washington
$947K +$28K +269 +3%
WA
1819
Wheatland Advisors
Pennsylvania
$946K – – –
DHFB
1820
Dixon Hubard Feinour & Brown
Virginia
$946K +$47.9K +460 +5%
MCWS
1821
McKinley Carter Wealth Services
West Virginia
$945K -$8.13K -78 -0.9%
HBWM
1822
Hollow Brook Wealth Management
New York
$941K -$62.5K -600 -6%
GCM
1823
Graham Capital Management
Connecticut
$941K +$53.2K +511 +6%
CG
1824
Clinton Group
New York
$938K +$938K +9,000 New
CM
1825
Columbus Macro
Pennsylvania
$935K -$35.8K -344 -4%
71 72
73
74 75