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 %
ECAM
2026
East Coast Asset Management
Massachusetts
$549K -$3.65K -35 -0.7%
WA
2027
WealthTrust Axiom
Pennsylvania
$547K +$67.7K +650 +14%
KFA
2028
Kelleher Financial Advisors
New York
$545K – – –
HWA
2029
Heritage Wealth Advisors
Virginia
$545K +$104 +1 +0%
CCM
2030
Consolidated Capital Management
California
$544K – – –
CCA
2031
Clearwater Capital Advisors
Illinois
$544K – – –
WIA
2032
Westbourne Investment Advisors
Maryland
$543K -$1.67K -16 -0.3%
MIC
2033
Meridian Investment Counsel
California
$541K – – –
NFG
2034
Nadler Financial Group
Illinois
$541K +$53.7K +515 +11%
DW
2035
Domani Wealth
Pennsylvania
$534K – – –
HPWM
2036
Highland Private Wealth Management
Washington
$534K +$155K +1,492 +41%
ICM
2037
IMS Capital Management
Oregon
$532K +$152K +1,461 +40%
FBT
2038
First Bank & Trust
South Dakota
$529K +$28.1K +270 +6%
AF
2039
Allworth Financial
California
$528K +$169K +1,622 +47%
MIP
2040
Marietta Investment Partners
Wisconsin
$526K – – –
SFG
2041
StrategIQ Financial Group
Indiana
$522K +$175K +1,681 +50%
TP
2042
Truvvo Partners
New York
$521K -$771K -7,400 -60%
HCC
2043
Hirtle Callaghan & Co
Pennsylvania
$521K – – –
VNA
2044
Valley National Advisers
Pennsylvania
$520K +$9.38K +90 +2%
FCMC
2045
Founders Capital Management (Connecticut)
Connecticut
$520K +$10.4K +100 +2%
FM
2046
Family Management
New York
$519K – – –
MCMT
2047
Moon Capital Management (Tennessee)
Tennessee
$516K -$5.56M -53,352 -92%
SIM
2048
Sadoff Investment Management
Wisconsin
$515K -$20.8K -200 -4%
SAM
2049
SignalPoint Asset Management
Missouri
$512K -$5.73K -55 -1%
OAM
2050
Oberweis Asset Management
Illinois
$507K -$18.4K -177 -4%
80 81
82
83 84