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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 %
MWPCG
1851
Measured Wealth Private Client Group
New Hampshire
$862K +$862K +8,280 New
PCMC
1852
Paragon Capital Management (Colorado)
Colorado
$851K +$74K +710 +10%
WC
1853
Whitnell & Co
Illinois
$849K -$10.2K -98 -1%
SCP
1854
Syntal Capital Partners
Texas
$848K -$190K -1,823 -18%
SM
1855
Sciencast Management
New Jersey
$846K +$846K +7,703 New
PFA
1856
Paradigm Financial Advisors
Missouri
$844K -$43.7K -420 -5%
FWCM
1857
First Western Capital Management
California
$841K +$69.1K +663 +9%
BCA
1858
Berman Capital Advisors
Georgia
$836K +$56.4K +541 +7%
AWS
1859
AJ Wealth Strategies
New York
$835K -$315K -3,068 -27%
HA
1860
Harbor Advisors
Florida
$834K – – –
LP
1861
LMR Partners
United Kingdom
$834K +$132K +1,265 +19%
AIM
1862
Advantage Investment Management
Iowa
$832K -$2.91M -27,873 -78%
TI
1863
Truepoint Inc
Ohio
$831K +$790K +7,579 +1,928%
RP
1864
Rowlandmiller & Partners
Georgia
$828K -$51.6K -495 -6%
TCB
1865
Texas Capital Bancshares
Texas
$828K +$1.56K +15 +0.2%
AAC
1866
Asset Advisors Corp
Georgia
$827K +$5.83K +56 +0.7%
GIM
1867
Groesbeck Investment Management
New Jersey
$826K -$21.6K -207 -3%
PL
1868
Plancorp LLC
Missouri
$826K +$10.2K +98 +1%
CC
1869
Colrain Capital
Massachusetts
$823K -$219K -2,100 -21%
GFP
1870
Gryphon Financial Partners
Ohio
$819K -$124K -1,191 -13%
SBA
1871
Secrest Blakey & Associates
North Carolina
$818K +$431K +4,131 +111%
BWP
1872
BSW Wealth Partners
Colorado
$817K – – –
MAM
1873
Martingale Asset Management
Massachusetts
$815K -$367K -3,519 -31%
PIC
1874
Portland Investment Counsel
Ontario, Canada
$812K -$52.1K -500 -6%
MAM
1875
Morse Asset Management
Connecticut
$811K +$47.4K +455 +6%
73 74
75
76 77