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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 %
PO
2226
Private Ocean
California
$281K +$104K +1,000 +59%
TA
2227
Trellis Advisors
Washington
$280K -$33.3K -319 -11%
TSS
2228
Thomas Story & Son
Indiana
$279K – – –
KC
2229
Kingfisher Capital
North Carolina
$279K +$279K +2,676 New
RGIA
2230
Rainier Group Investment Advisory
Washington
$276K -$647K -6,216 -70%
MHIC
2231
Marble Harbor Investment Counsel
Massachusetts
$276K -$58.4K -560 -17%
MCM
2232
McRae Capital Management
New Jersey
$276K – – –
CG
2233
Corundum Group
Colorado
$274K -$9.19K -88 -3%
GWS
2234
Glassman Wealth Services
Virginia
$274K +$521 +5 +0.2%
VIA
2235
Vantage Investment Advisors
Pennsylvania
$270K -$42.8K -411 -14%
CHP
2236
Cable Hill Partners
Oregon
$268K -$69.1K -663 -21%
WCWM
2237
Willow Creek Wealth Management
California
$268K -$59.4K -570 -18%
SMM
2238
Stadion Money Management
Georgia
$268K -$11.6K -111 -4%
NEPPG
2239
New England Professional Planning Group
Rhode Island
$266K -$8.55K -82 -3%
LIM
2240
Lathrop Investment Management
Arkansas
$264K – – –
BO
2241
Bach Option
Hong Kong
$264K +$938 +9 +0.4%
GAMC
2242
Garner Asset Management Corp
Texas
$263K -$2.19K -21 -0.8%
EIA
2243
Eldridge Investment Advisors
New Hampshire
$262K -$26.4K -254 -9%
HCA
2244
Heck Capital Advisors
Wisconsin
$261K +$1.56K +15 +0.6%
BW
2245
Biegel & Waller
Maryland
$261K -$31.2K -300 -11%
CC
2246
Capital Counsel
New York
$261K -$104 -1 -0%
ROC
2247
River Oaks Capital
Minnesota
$261K – – –
VCWA
2248
Vanguard Capital Wealth Advisors
Colorado
$261K – – –
WP
2249
WealthShield Partners
North Carolina
$261K +$261K +73,313 New
HI
2250
HBK Investments
Texas
$260K +$260K +2,495 New
88 89
90
91 92