JPM icon

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 %
AAP
1976
Ardsley Advisory Partners
Connecticut
$626K +$313K +3,000 +100%
CAM
1977
Cidel Asset Management
Ontario, Canada
$625K +$625K +6,000 New
MIH
1978
Meitav Investment House
Israel
$623K -$46.8K -341 -7%
VCM
1979
Vision Capital Management
Oregon
$623K -$1.04K -10 -0.2%
BBA
1980
Braun-Bostich & Associates
Pennsylvania
$621K -$24.9K -239 -4%
RP
1981
Reinhart Partners
Wisconsin
$620K -$123K -1,180 -17%
NVIM
1982
New Vernon Investment Management
Illinois
$620K – – –
MCA
1983
Morris Capital Advisors
Pennsylvania
$619K -$833 -8 -0.1%
IIM
1984
Intact Investment Management
Quebec, Canada
$615K -$52.1K -500 -8%
BCM
1985
Brown Capital Management
Maryland
$614K -$511K -4,911 -45%
VC
1986
Vicus Capital
Pennsylvania
$614K -$1.98K -19 -0.3%
GCP
1987
GSA Capital Partners
United Kingdom
$614K +$614K +5,896 New
PIA
1988
Pinion Investment Advisors
Kansas
$609K +$108K +1,034 +21%
AW
1989
Alpha Windward
Massachusetts
$605K -$22.1K -212 -4%
MLIC
1990
Mandatum Life Insurance Company
Finland
$604K – – –
CVM
1991
Cheviot Value Management
California
$602K -$28.6K -275 -5%
BST
1992
Bath Savings Trust
Maine
$600K -$8.85K -85 -1%
FWP
1993
FAS Wealth Partners
Kansas
$597K +$625 +6 +0.1%
CF
1994
Copperwynd Financial
Arizona
$596K +$108K +1,041 +22%
AWM
1995
Arbor Wealth Management
Florida
$594K +$1.14K +10 +0.2%
FCIM
1996
Fairview Capital Investment Management
California
$593K +$50.8K +488 +9%
AWE
1997
Avidian Wealth Enterprises
Texas
$591K -$135K -1,300 -19%
IR
1998
IAT Reinsurance
New York
$589K -$885K -8,500 -60%
MWM
1999
Merriman Wealth Management
Washington
$589K -$9.59K -92 -2%
AAM
2000
Ascension Asset Management
New York
$589K – – –
78 79
80
81 82