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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 %
CIP
1926
Capital Insight Partners
Arizona
$709K +$49.7K +477 +8%
KIC
1927
Keating Investment Counselors
Florida
$707K – – –
ADBIC
1928
A.D. Beadell Investment Counsel
Wisconsin
$706K – – –
WSL
1929
Western Standard LLC
California
$703K – – –
NED
1930
Nancy E. Dempze
$703K – – –
AIM
1931
Arcadia Investment Management
Michigan
$699K +$18.8K +180 +3%
PCAP
1932
Pratt Collard Advisory Partners
New York
$698K +$2.4K +23 +0.3%
STMM
1933
South Texas Money Management
Texas
$697K +$18.4K +177 +3%
OWA
1934
One Wealth Advisors
California
$697K +$697K +6,693 New
FAM
1935
Flaharty Asset Management
Florida
$696K -$255K -2,448 -27%
CBT
1936
Central Bank & Trust
Kentucky
$696K -$52.3K -502 -7%
IIM
1937
Ironwood Investment Management
Massachusetts
$695K – – –
SIC
1938
SFE Investment Counsel
California
$695K +$9.17K +88 +1%
MJRIC
1939
Mogy Joel R Investment Counsel
California
$694K +$33.4K +321 +5%
DWM
1940
Destination Wealth Management
California
$693K -$582K -5,586 -46%
WIC
1941
Wilkins Investment Counsel
Massachusetts
$693K -$20.8K -200 -3%
CHA
1942
Carmichael Hill & Associates
Maryland
$691K +$31.4K +301 +5%
GSBTD
1943
Glenview State Bank Trust Department
Illinois
$689K – – –
CMTU
1944
Capital Markets Trading (UK)
United Kingdom
$688K +$80.5K +773 +13%
LIA
1945
LBMC Investment Advisors
Tennessee
$688K +$142K +1,359 +26%
BWM
1946
Baystate Wealth Management
Massachusetts
$685K -$8.2K -77 -1%
BFG
1947
Beacon Financial Group
Texas
$684K +$104 +1 +0%
NCM
1948
Northside Capital Management
Oregon
$678K -$10.9K -105 -2%
RHAM
1949
Round Hill Asset Management
California
$675K -$43.2K -404 -6%
HI
1950
Harrington Investments
California
$675K – – –
76 77
78
79 80