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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 %
WRM
2151
Weybosset Research & Management
Rhode Island
$356K – – –
IHL
2152
Investment House LLC
California
$356K – – –
JSA
2153
Jacobson & Schmitt Advisors
Wisconsin
$355K – – –
RIG
2154
Renaissance Investment Group
Massachusetts
$354K – – –
HHAM
2155
HITE Hedge Asset Management
Massachusetts
$353K – – –
UWPG
2156
Ullmann Wealth Partners Group
Florida
$351K – – –
DC
2157
Derby & Company
Massachusetts
$350K – – –
SFS
2158
Summit Financial Strategies
Ohio
$348K -$3.65K -35 -1%
BJ
2159
Brouwer & Janachowski
California
$347K – – –
IRC
2160
Investors Research Corp
Georgia
$347K +$15.3K +147 +5%
PFGIA
2161
Patriot Financial Group Insurance Agency
Massachusetts
$346K -$446K -4,279 -56%
AOWM
2162
Alpha Omega Wealth Management
Virginia
$346K +$68.2K +655 +25%
RA
2163
Rational Advisors
New York
$345K -$1.22M -11,721 -78%
BFG
2164
Bouchey Financial Group
New York
$344K – – –
FSCM
2165
Front Street Capital Management
Montana
$342K +$52.3K +572 +18%
WI
2166
WrapManager Inc
California
$342K +$76.3K +732 +29%
TG
2167
TLP Group
Illinois
$341K – – –
SCC
2168
Spring Creek Capital
Kansas
$340K +$340K +3,266 New
TDC
2169
Thompson Davis & Co
Virginia
$339K -$123K -1,179 -27%
VSWA
2170
Vontobel Swiss Wealth Advisors
Switzerland
$339K – – –
AFA
2171
Arlington Financial Advisors
California
$337K -$1.61K -14 -0.5%
MLFP
2172
MPS Loria Financial Planners
Illinois
$336K +$1.04K +10 +0.3%
JC
2173
Jentner Corp
Ohio
$335K – – –
WI
2174
Wedgewood Investors
Pennsylvania
$333K -$1.04K -10 -0.3%
EP
2175
Elkhorn Partners
Nebraska
$333K +$10.4K +100 +3%
85 86
87
88 89