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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.02B
2
Capital International Investors
Capital International Investors
California
$3B
3
Morgan Stanley
Morgan Stanley
New York
$4.23B
4
State Street
State Street
Massachusetts
$17.7B
5
Renaissance Technologies
Renaissance Technologies
New York
$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$9.54B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.74B
3
BlackRock
BlackRock
New York
$24.5B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$904M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
226
Comerica Bank
Texas
$106M -$17.8M -169,149 -14%
WIM
227
Waverton Investment Management
United Kingdom
$105M +$24.6M +217,731 +31%
CB
228
Cooke & Bieler
Pennsylvania
$104M +$1.79M +15,870 +2%
SCM
229
Smead Capital Management
Arizona
$104M -$2.69M -23,806 -3%
FIM
230
Foresters Investment Management
New York
$104M +$7.84M +69,490 +8%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$103M +$1.64M +14,528 +2%
FAF
232
Fjarde Ap-fonden
Sweden
$102M -$5.49M -48,655 -5%
SCM
233
Sirios Capital Management
Massachusetts
$102M -$11.5M -101,921 -10%
AAMU
234
AEGON Asset Management (UK)
United Kingdom
$101M -$44.7M -396,369 -31%
BFS
235
Bradley Foster & Sargent
Connecticut
$100M -$1.67M -14,761 -2%
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$99.3M +$4.75M +42,129 +5%
SC
237
Scotia Capital
Ontario, Canada
$98.2M +$2.94M +26,093 +3%
CIP
238
Cornerstone Investment Partners
Georgia
$97.2M +$130K +1,153 +0.1%
PC
239
Polar Capital
United Kingdom
$95.9M +$1.08M +9,531 +1%
Mirae Asset Global Investments
240
Mirae Asset Global Investments
South Korea
$95.7M +$7.71M +68,315 +9%
ZIM
241
Zacks Investment Management
Illinois
$95.3M -$10.6M -93,668 -10%
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$93.1M -$2.69M -23,806 -3%
DLA
243
Douglas Lane & Associates
New York
$91.6M +$1.65M +14,622 +2%
FWCM
244
Ferguson Wellman Capital Management
Oregon
$91.1M +$751K +6,656 +0.8%
GG
245
Gofen & Glossberg
Illinois
$91M -$589K -5,221 -0.6%
Macquarie Group
246
Macquarie Group
Australia
$90.9M -$5.6M -49,605 -6%
Rafferty Asset Management
247
Rafferty Asset Management
New York
$89M -$12.2M -108,243 -12%
NIMC
248
NWQ Investment Management Company
California
$88.9M -$3.33M -30,553 -4%
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$87.5M -$1.63M -14,472 -2%
MVP
250
Miller Value Partners
Florida
$86.9M +$86.9M +770,257 New
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