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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 %
PA
1826
Probity Advisors
Texas
$931K -$4.17K -40 -0.4%
OAM
1827
Oxford Asset Management
United Kingdom
$931K +$931K +8,838 New
AIM
1828
Acropolis Investment Management
Missouri
$927K -$505K -4,842 -35%
FDS
1829
First Dallas Securities
Texas
$917K -$66.6K -639 -7%
Kayne Anderson Rudnick Investment Management
1830
Kayne Anderson Rudnick Investment Management
California
$916K +$21.7K +208 +2%
VCM
1831
Virtue Capital Management
Tennessee
$916K +$343K +3,289 +60%
SC
1832
Searle & Co
Connecticut
$909K – – –
ORI
1833
Oak Ridge Investments
Illinois
$905K – – –
EWA
1834
Exencial Wealth Advisors
Oklahoma
$905K +$89.8K +862 +11%
SMFS
1835
Squar Milner Financial Services
California
$904K – – –
B
1836
Brightworth
Georgia
$902K -$352K -3,381 -28%
CC
1837
Cornerstone Capital
California
$897K +$168K +1,615 +23%
CAS
1838
Cue Advisory Services
Arizona
$894K +$16.5K +158 +2%
FPCP
1839
Fort Point Capital Partners
California
$892K -$241K -2,312 -21%
IWC
1840
Integrated Wealth Concepts
Massachusetts
$889K +$18.8K +179 +2%
EP
1841
Edgestream Partners
New Jersey
$889K +$889K +8,531 New
BFPW
1842
BOK Financial Private Wealth
Colorado
$888K -$107K -1,025 -11%
FFW
1843
Fusion Family Wealth
New York
$883K +$6.77K +65 +0.8%
NWM
1844
Northwest Wealth Management
Iowa
$881K -$8.03K -77 -0.9%
MA
1845
MCF Advisors
Kentucky
$880K -$84.2K -808 -9%
ACM
1846
Armbruster Capital Management
New York
$877K +$92.5K +888 +12%
IIC
1847
Ironwood Investment Counsel
Arizona
$873K -$658K -6,315 -43%
PWPS
1848
Pinnacle Wealth Planning Services
Ohio
$873K +$18.7K +180 +2%
KA
1849
Kaizen Advisory
Illinois
$873K +$523K +5,019 +149%
GWCM
1850
Godshalk Welsh Capital Management
Pennsylvania
$865K – – –
72 73
74
75 76