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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 %
FCFS
2126
First Command Financial Services
Texas
$397K -$161K -1,545 -29%
FCB
2127
First Command Bank
Texas
$397K -$161K -1,545 -29%
RWMH
2128
Riverpoint Wealth Management Holdings
Illinois
$397K +$32.3K +310 +9%
KP
2129
Keel Point
Alabama
$396K +$16.2K +155 +4%
FHC
2130
First Heartland Consultants
Missouri
$394K -$80.5K -772 -17%
TPW
2131
Tiller Private Wealth
Pennsylvania
$394K – – –
EBSAM
2132
Eubel Brady & Suttman Asset Management
Ohio
$391K -$34.8K -334 -8%
SIAS
2133
Shine Investment Advisory Services
Colorado
$391K +$22.8K +219 +6%
TIA
2134
Tandem Investment Advisors
South Carolina
$390K -$5.2K -50 -1%
WFWM
2135
Wechter Feldman Wealth Management
New Jersey
$388K +$69.3K +665 +22%
VA
2136
Valmark Advisers
Ohio
$388K +$95.4K +915 +33%
EA
2137
Elm Advisors
California
$387K -$20.8K -200 -5%
FG
2138
FSI Group
Ohio
$382K – – –
BAMG
2139
Brand Asset Management Group
Missouri
$380K +$380K +3,644 New
SAM
2140
Smithbridge Asset Management
Pennsylvania
$376K +$10.4K +100 +3%
BCM
2141
Baltimore Capital Management
Maryland
$376K +$10.4K +100 +3%
AC
2142
Allstate Corporation
Illinois
$376K +$111K +1,071 +42%
DE
2143
Day & Ennis
Georgia
$371K +$29.2K +280 +9%
CRIG
2144
Charter Research & Investment Group
Connecticut
$368K -$12.3K -118 -3%
WCM
2145
Weatherstone Capital Management
Colorado
$367K -$21.8K -209 -6%
GC
2146
Gilbert & Cook
Iowa
$363K +$29.6K +284 +9%
LCP
2147
Legacy Capital Partners
Wisconsin
$362K -$5.21K -50 -1%
TFF
2148
The Family Firm
Maryland
$362K +$20.2K +194 +6%
FA
2149
Forefront Analytics
Pennsylvania
$356K -$125K -1,202 -26%
AL
2150
Arnhold LLC
New York
$356K – – –
84 85
86
87 88