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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 %
XSC
2051
X-Square Capital
Puerto Rico
$507K +$12.6K +121 +3%
LF
2052
Lee Financial
Texas
$504K -$20.8K -199 -4%
FAN
2053
Financial Advisors Network
California
$504K +$504K +4,833 New
FIG
2054
FundX Investment Group
California
$502K – – –
BCM
2055
Bienville Capital Management
New York
$501K +$12.6K +121 +3%
UC
2056
Unio Capital
New Jersey
$500K -$31.3K -300 -6%
KA
2057
Klingman & Associates
New York
$499K -$56.5K -542 -10%
LC
2058
Landaas & Company
Wisconsin
$498K -$23.4K -225 -4%
IIA
2059
IPG Investment Advisors
California
$497K +$56.3K +540 +13%
SP
2060
Successful Portfolios
Florida
$496K +$625 +6 +0.1%
BWA
2061
Burt Wealth Advisors
Maryland
$495K -$7.81K -75 -2%
VCM
2062
Vigilant Capital Management
Maine
$493K +$152K +1,455 +44%
PFA
2063
Pathway Financial Advisors
Vermont
$492K -$1.15K -11 -0.2%
MAM
2064
Mark Asset Management
New York
$492K – – –
GG
2065
GenWealth Group
New Jersey
$492K – – –
SC
2066
SRB Corp
Massachusetts
$488K +$298K +2,866 +157%
RIS
2067
Retirement Income Solutions
Michigan
$485K +$73.8K +708 +18%
MCIA
2068
Mountain Capital Investment Advisors
Colorado
$484K +$62K +595 +15%
MWVC
2069
Morgens Waterfall Vintiadis & Co
New York
$477K -$521K -5,000 -52%
BRA
2070
Bender Robert & Associates
California
$477K -$1.56K -15 -0.3%
KJWM
2071
Kiley Juergens Wealth Management
Washington
$477K +$148K +1,417 +45%
CCM
2072
Cribstone Capital Management
Maine
$475K +$1.77K +17 +0.4%
EIA
2073
Edgemoor Investment Advisors
Maryland
$473K – – –
TCM
2074
Tuttle Capital Management
Connecticut
$473K +$473K +4,541 New
APSI
2075
Asset Planning Services Inc
Louisiana
$472K – – –
81 82
83
84 85