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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 %
TF
1901
TLWM Financial
Texas
$755K -$8.48K -82 -1%
WA
1902
Wealth Architects
California
$752K -$15.3K -147 -2%
BA
1903
BKS Advisors
Michigan
$752K -$9.07K -87 -1%
MC
1904
Marcus Capital
Illinois
$752K +$176K +1,690 +31%
ACM
1905
Ativo Capital Management
Illinois
$751K -$62.5K -600 -8%
WFI
1906
West Family Investments
California
$751K – – –
FA
1907
Fortis Advisors
Pennsylvania
$746K +$35.8K +344 +5%
SBWM
1908
Sunflower Bank Wealth Management
Arizona
$743K -$13.4K -129 -2%
CIM
1909
Contravisory Investment Management
Massachusetts
$741K +$674K +6,463 +1,000%
RW
1910
REDW Wealth
New Mexico
$738K +$34.6K +332 +5%
BB
1911
Bell Bank
North Dakota
$736K +$151K +1,449 +26%
EAM
1912
Evanson Asset Management
California
$735K +$1.04K +10 +0.1%
AF
1913
Affiance Financial
Minnesota
$735K +$15.6K +150 +2%
MC
1914
Miles Capital
Iowa
$733K -$6.14K -59 -0.8%
AMCA
1915
Arthur M. Cohen & Associates
Illinois
$732K +$45.9K +440 +7%
QPWM
1916
Quadrant Private Wealth Management
Pennsylvania
$731K -$18.7K -179 -2%
MM
1917
Midas Management
New York
$729K – – –
LCM
1918
LVM Capital Management
Michigan
$724K +$49.5K +475 +7%
CA
1919
Cornerstone Advisory
Maryland
$719K -$61.1K -586 -8%
HA
1920
Hamel Associates
New Jersey
$719K – – –
DWM
1921
Dynasty Wealth Management
Florida
$718K -$48.7K -467 -6%
PFS
1922
Physicians Financial Services
North Carolina
$714K +$12K +115 +2%
IF
1923
IRON Financial
Illinois
$712K -$3.33K -32 -0.5%
BCM
1924
Breiter Capital Management
Florida
$709K +$4.9K +47 +0.7%
BCM
1925
Brookstone Capital Management
Illinois
$709K +$36.2K +348 +5%
75 76
77
78 79