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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 %
ACM
2101
Alethea Capital Management
Washington
$427K -$93.7K -900 -18%
BI
2102
Ballast Inc
Kentucky
$426K +$2.71K +26 +0.6%
MA
2103
Marshwinds Advisory
Georgia
$425K -$4.89K -47 -1%
MKC
2104
M. Kraus & Co
Vermont
$424K -$2.61K -25 -0.6%
HPC
2105
Hobart Private Capital
North Carolina
$424K +$15.6K +150 +4%
WA1
2106
Wimmer Associates 1
California
$423K – – –
SPI
2107
Santori & Peters Inc
Pennsylvania
$422K – – –
KSA
2108
Ken Stern & Associates
California
$420K -$406K -3,896 -49%
PHAM
2109
Palisades Hudson Asset Management
Florida
$420K +$29K +278 +7%
AIM
2110
Allen Investment Management
New York
$415K – – –
MFW
2111
Mosaic Family Wealth
Missouri
$413K +$6.46K +62 +2%
ATFA
2112
All Terrain Financial Advisors
Minnesota
$413K +$13.5K +130 +3%
DSAM
2113
Dock Street Asset Management
Florida
$411K – – –
ACP
2114
Aveo Capital Partners
Colorado
$411K +$9.58K +92 +2%
WIM
2115
Westside Investment Management
California
$410K +$17.9K +170 +5%
SAM
2116
Seelaus Asset Management
New Jersey
$409K +$31.3K +300 +8%
CA
2117
Crewe Advisors
Utah
$408K -$12K -115 -3%
CWSR
2118
Chessman Wealth Strategies RIA
Texas
$407K – – –
CIAS
2119
Capital Investment Advisory Services
North Carolina
$406K +$14.8K +142 +4%
SWK
2120
Stephen W. Kidder
$405K – – –
CIA
2121
Cascade Investment Advisors
Oregon
$401K +$31K +297 +8%
MWM
2122
Modera Wealth Management
New Jersey
$399K +$7.81K +75 +2%
CAM
2123
Claret Asset Management
Quebec, Canada
$398K -$13.7K -131 -3%
ACM
2124
AUA Capital Management
Pennsylvania
$398K – – –
WA
2125
WP Advisors
California
$398K +$9.8K +94 +3%
83 84
85
86 87