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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
1
Fidelity Investments
Massachusetts
$9.5B
2
CSIA
2
Charles Schwab Investment Advisory
California
$279M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$247M
4
Bank of America
4
Bank of America
North Carolina
$5.43B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$313M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.53B
2
EVM
2
Eaton Vance Management
Massachusetts
$875M
3
BlackRock
3
BlackRock
New York
$23.2B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.27B
5
Goldman Sachs
5
Goldman Sachs
New York
$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
2401
Coyle Financial Counsel
Illinois
$22K -$11.7K -114 -35%
TVWM
2402
Tower View Wealth Management
Wisconsin
$21K +$10.6K +101 +101%
RPG
2403
Risk Paradigm Group
Texas
$20.8K -$279K -2,680 -93%
SIS
2404
Sound Income Strategies
Florida
$20K +$417 +4 +2%
CGI
2405
CI Global Investments
California
$18K +$8.8K +86 +96%
PRS
2406
Pinkerton Retirement Specialists
Idaho
$18K +$18K +168 New
CWA
2407
Clarus Wealth Advisors
Arizona
$17K +$17K +158 New
CWM
2408
Cedar Wealth Management
California
$17K +$17K +159 New
CMBA
2409
C.M. Bidwell & Associates
Hawaii
$15K -$314K -3,035 -95%
LWA
2410
Lowe Wealth Advisors
Maryland
$15K -$16.7K -165 -53%
NA
2411
NewEdge Advisors
Louisiana
$14.7K +$9.38K +89,266 +178%
IF
2412
Ironwood Financial
Arizona
$14K – – –
NIA
2413
Northstar Investment Advisors
Colorado
$13K -$1K -679 -7%
BCM
2414
Brasada Capital Management
Texas
$12K – – –
TJHA
2415
Thomas J. Herzfeld Advisors
Florida
$10K – – –
HWM
2416
Holloway Wealth Management
Florida
$10K -$21K – –
RCC
2417
Red Cedar Capital
Nebraska
$10K – – –
RIM
2418
Ranger Investment Management
Texas
$10K – – –
OBWP
2419
O'Brien Wealth Partners
Massachusetts
$9K -$105K -1,060 -92%
SFPIA
2420
Stevens First Principles Investment Advisors
California
$6K +$3.43K +32 +133%
BCMIO
2421
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
RVM
2422
Robinson Value Management
Texas
$4K +$4K +43 New
PMG
2423
ProVise Management Group
Florida
$3.03K -$279 -2,677 -8%
RCG
2424
Ruggie Capital Group
Florida
$3K +$3K +25 New
IAS
2425
INR Advisory Services
Pennsylvania
$3K +$3K +28 New
95 96
97
98 99