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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
$9.5B
2
CSIA
Charles Schwab Investment Advisory
California
$279M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$247M
4
Bank of America
Bank of America
North Carolina
$5.43B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$313M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.53B
2
EVM
Eaton Vance Management
Massachusetts
$875M
3
BlackRock
BlackRock
New York
$23.2B
4
Capital Research Global Investors
Capital Research Global Investors
California
$2.27B
5
Goldman Sachs
Goldman Sachs
New York
$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
2201
Pin Oak Investment Advisors
Texas
$307K +$2.92K +28 +1%
SCA
2202
Strategic Capital Advisers
Colorado
$307K +$3.98K +34 +1%
PCTC
2203
Perkins Coie Trust Company
Washington
$304K -$32.9K -315 -10%
TIM
2204
Total Investment Management
Arizona
$304K +$208 +2 +0.1%
AIA
2205
AIMZ Investment Advisors
California
$302K -$20.8K -200 -6%
FBFS
2206
First Business Financial Services
Wisconsin
$300K +$38.5K +370 +15%
OMC
2207
Old Mission Capital
Illinois
$300K +$300K +2,876 New
B
2208
Bellecapital
Switzerland
$299K – – –
VNA
2209
VNBTrust National Association
Virginia
$298K -$20.8K -200 -7%
UCI
2210
Uncommon Cents Investing
Wisconsin
$298K – – –
NPPM
2211
North Point Portfolio Managers
Ohio
$296K -$19.6K -188 -6%
CFN
2212
Cordasco Financial Network
Florida
$295K – – –
LA
2213
Legacy Advisors
Pennsylvania
$295K +$45.4K +436 +18%
NCM
2214
Northstar Capital Management
New York
$294K -$42.4K -407 -13%
QAM
2215
Quantres Asset Management
Cayman Islands
$292K -$1.25M -12,000 -81%
CWM
2216
Cranbrook Wealth Management
Michigan
$291K -$37.6K -361 -11%
DLHL
2217
Donald L. Hagan LLC
Florida
$291K – – –
PJSIMP
2218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$290K +$5.21K +50 +2%
VBFG
2219
Vishria Bird Financial Group
Tennessee
$290K +$290K +2,784 New
AWM
2220
Aevitas Wealth Management
Massachusetts
$289K +$131K +1,255 +83%
RT
2221
Reliance Trust
Georgia
$288K -$24.2K -232 -8%
CCM
2222
Colorado Capital Management
Colorado
$287K +$5K +48 +2%
MMHP
2223
Murphy Middleton Hinkle & Parker
Georgia
$285K – – –
RC
2224
Reik & Co
New York
$284K – – –
ZIG
2225
Zuckerman Investment Group
Illinois
$281K -$12.5K -120 -4%
87 88
89
90 91