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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 %
LRIC
2301
Long Road Investment Counsel
Michigan
$212K -$177K -1,700 -46%
BHTS
2302
Bar Harbor Trust Services
Maine
$212K – – –
HCIA
2303
Hochman Cole Investment Advisors
Illinois
$212K +$212K +2,038 New
MUS
2304
Mitsubishi UFJ Securities
Japan
$210K -$107K -1,030 -34%
TCCM
2305
Timber Creek Capital Management
Massachusetts
$210K – – –
NAMP
2306
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$209K – – –
SAM
2307
SP Asset Management
California
$209K +$209K +1,831 New
GRQ
2308
Gardner Russo & Quinn
Pennsylvania
$208K – – –
HC
2309
Hourglass Capital
Texas
$208K – – –
GAM
2310
Garrison Asset Management
Arkansas
$208K – – –
ARMC
2311
American Research & Management Company
Massachusetts
$208K – – –
TCM
2312
Tanaka Capital Management
New York
$208K – – –
HCM
2313
Harvey Capital Management
Florida
$208K – – –
NERM
2314
New England Research & Management
Illinois
$208K +$208K +1,996 New
CCM
2315
Chickasaw Capital Management
Tennessee
$206K – – –
BCB
2316
Brian C. Broderick
$203K – – –
MPM
2317
Meritage Portfolio Management
Kansas
$202K – – –
CAL
2318
Capital Advisors Ltd
Ohio
$202K – – –
CAM
2319
Crestone Asset Management
Colorado
$202K +$2.29K +22 +1%
NP
2320
NorthRock Partners
Minnesota
$202K +$10.5K +101 +5%
WVP
2321
Worth Venture Partners
New Jersey
$201K -$58.3K -560 -22%
RFWA
2322
RPg Family Wealth Advisory
Massachusetts
$201K +$89.7K +861 +81%
DWA
2323
Divergent Wealth Advisors
Utah
$198K -$3.23K -31 -2%
MSFP
2324
Mark Sheptoff Financial Planning
Connecticut
$191K +$104 +1 +0.1%
FEG
2325
Financial Enhancement Group
Indiana
$189K -$16.9K -163 -8%
91 92
93
94 95