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JPMorgan Chase
JPM

Overview Fund Activity

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.89B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.46B
3
Capital World Investors
Capital World Investors
California
$7.05B
4
Vanguard Group
Vanguard Group
Pennsylvania
$25.3B
5
AIG
American International Group
New York
$477M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.04B
3
State Street
State Street
Massachusetts
$14.7B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.94M
5
Deutsche Bank
Deutsche Bank
Germany
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
MSE
226
MUFG Securities EMEA
United Kingdom
$82.3M +$82.3M +843,200 New
DLA
227
Douglas Lane & Associates
New York
$82.2M +$3.03M +31,042 +4%
CIP
228
Cornerstone Investment Partners
Georgia
$81.9M -$2.21M -22,612 -3%
FIM
229
Foresters Investment Management
New York
$81.4M -$8.52M -87,250 -9%
CIC
230
Chilton Investment Company
Connecticut
$81.3M +$6.74M +69,011 +9%
FWCM
231
Ferguson Wellman Capital Management
Oregon
$80.3M +$1.46M +14,953 +2%
Teacher Retirement System of Texas
232
Teacher Retirement System of Texas
Texas
$80.1M -$26M -266,749 -25%
Lazard Asset Management
233
Lazard Asset Management
New York
$78.6M -$21.7M -222,136 -22%
BTS
234
BB&T Securities
Virginia
$78.6M +$4.79M +49,026 +6%
GG
235
Gofen & Glossberg
Illinois
$78.4M -$279K -2,857 -0.4%
CGT
236
Capital Guardian Trust
California
$78.3M -$19.1M -195,711 -20%
FAF
237
Fjarde Ap-fonden
Sweden
$78.2M -$10M -102,900 -11%
GIBU
238
Gulf International Bank (UK)
United Kingdom
$77.4M -$34.7M -354,974 -31%
NIMC
239
NWQ Investment Management Company
California
$77.3M -$2.32M -23,720 -3%
ZIM
240
Zacks Investment Management
Illinois
$75.7M -$6.74M -69,021 -8%
ASRS
241
Arizona State Retirement System
Arizona
$75.7M -$16.6M -169,809 -18%
CCMG
242
Clark Capital Management Group
Pennsylvania
$75.7M +$4.1M +42,003 +6%
MVP
243
Miller Value Partners
Florida
$75.2M +$41.9K +429 +0.1%
C
244
Consulta
United Kingdom
$73.2M +$24.9M +255,000 +52%
AAMU
245
AEGON Asset Management (UK)
United Kingdom
$72.7M -$14.7M -150,868 -17%
PC
246
Polar Capital
United Kingdom
$72.1M -$10.8M -110,513 -13%
BCM
247
Basswood Capital Management
New York
$71.6M – – –
GF
248
Gabelli Funds
New York
$70.8M -$3.52M -36,100 -5%
UCFA
249
United Capital Financial Advisors
Texas
$70.2M +$1.52M +15,545 +2%
First Trust Advisors
250
First Trust Advisors
Illinois
$70.2M -$35.5M -363,887 -34%
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