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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 %
CPA
1876
Clear Perspective Advisors
Illinois
$809K +$141K +1,350 +21%
ACA
1877
Atlas Capital Advisors
Wyoming
$806K -$96.5K -873 -11%
PCM
1878
Prelude Capital Management
New York
$805K -$2.03M -19,535 -72%
MSS
1879
Mitchell Sinkler & Starr
Pennsylvania
$804K +$188K +1,800 +30%
MCA
1880
Mercer Capital Advisers
New Jersey
$801K -$20.8K -200 -3%
CAM
1881
Concorde Asset Management
Michigan
$800K +$31.1K +299 +4%
PCM
1882
Poehling Capital Management
Wisconsin
$799K -$120K -1,155 -13%
PCM
1883
Perritt Capital Management
Illinois
$798K – – –
BCP
1884
Berkeley Capital Partners
Georgia
$793K -$169K -1,621 -18%
WDL
1885
Well Done LLC
Michigan
$793K +$149K +1,432 +23%
PCM
1886
Penserra Capital Management
California
$791K +$100K +1,272 +15%
SP
1887
SWS Partners
Ohio
$786K +$2.81K +27 +0.4%
NIM
1888
NuWave Investment Management
New Jersey
$784K +$745K +7,149 +1,896%
DAM
1889
Diamant Asset Management
Connecticut
$775K – – –
KWA
1890
KCS Wealth Advisory
California
$774K -$127K -1,219 -14%
WCAMG
1891
Woodard & Company Asset Management Group
North Carolina
$772K +$35.9K +345 +5%
LFG
1892
LifePlan Financial Group
Ohio
$770K -$5.73K -55 -0.7%
SXL
1893
Summit X LLC
Missouri
$770K +$15K +144 +2%
ACG
1894
Allen Capital Group
Nebraska
$768K +$240K +2,308 +46%
RIA
1895
Regal Investment Advisors
Michigan
$766K -$403K -3,867 -34%
PCM
1896
Pointe Capital Management
Michigan
$759K – – –
HAIM
1897
Hunter Associates Investment Management
Pennsylvania
$759K +$52.1K +500 +7%
FNBSF
1898
First National Bank Sioux Falls
South Dakota
$758K – – –
CAM
1899
CenterStar Asset Management
Illinois
$756K -$2.09M – –
HKIM
1900
Hayek Kallen Investment Management
Alabama
$756K +$323K +3,099 +75%
74 75
76
77 78