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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 %
SVCP
2176
Silicon Valley Capital Partners
California
$328K +$86.3K +750 +36%
GEM
2177
Global Endowment Management
North Carolina
$327K +$27.1K +260 +9%
FNBOH
2178
First National Bank of Hutchinson
Kansas
$326K +$9.59K +92 +3%
GAM
2179
Gemmer Asset Management
California
$324K +$313 +3 +0.1%
ADMI
2180
Albert D. Mason Inc
Massachusetts
$323K -$78.6K -755 -20%
GKWIM
2181
Gerber Kawasaki Wealth & Investment Management
California
$323K +$29.4K +280 +10%
IWA
2182
Intercontinental Wealth Advisors
Texas
$321K +$312 +3 +0.1%
QCMC
2183
Quantum Capital Management (California)
California
$321K +$4.8K +46 +2%
JGIA
2184
Jackson Grant Investment Advisers
Connecticut
$320K -$4.27K -41 -1%
VCM
2185
Violich Capital Management
California
$320K +$320K +3,075 New
I2I
2186
Insight 2811 Inc
Illinois
$319K +$208 +2 +0.1%
CCA
2187
Conestoga Capital Advisors
Pennsylvania
$318K – – –
SG
2188
Strid Group
Pennsylvania
$316K -$2.92K -28 -0.9%
NG
2189
Northstar Group
New York
$315K +$416 +4 +0.1%
AMG
2190
Asset Management Group
Connecticut
$315K +$1.67K +16 +0.5%
GCC
2191
Game Creek Capital
Massachusetts
$313K -$417K -4,000 -57%
DMC
2192
Drexel Morgan & Co
Pennsylvania
$313K – – –
OKSA
2193
O'Keefe Stevens Advisory
New York
$312K -$22K -211 -7%
HTHT
2194
Hemenway Trust Hemenway Trust
New Hampshire
$312K -$17.8K -171 -5%
PLFAM
2195
Pineno Levin & Ford Asset Management
Virginia
$310K +$78.1K +750 +34%
PCM
2196
Princeton Capital Management
New Jersey
$309K +$78.1K +750 +34%
NIC
2197
Northwest Investment Counselors
Oregon
$309K +$119K +1,141 +63%
CP
2198
Camelot Portfolios
Ohio
$308K +$7.19K +69 +2%
CNB
2199
Camden National Bank
Maine
$308K +$27.6K +265 +10%
LFS
2200
Legacy Financial Strategies
Kansas
$307K -$5.01K -48 -2%
86 87
88
89 90