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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
+$1.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$952M
3
Capital World Investors
Capital World Investors
California
+$796M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$418M
5
AIG
American International Group
New York
+$362M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.21B
3
State Street
State Street
Massachusetts
-$616M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$598M
5
Deutsche Bank
Deutsche Bank
Germany
-$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
2501
NuWave Investment Management
New Jersey
$112K -$315K -3,254 -74%
LYV
2502
Live Your Vision
Pennsylvania
$106K +$100 +1 +0.1%
PO
2503
Private Ocean
California
$105K -$11.4K -117 -10%
KC
2504
Knuff & Co
California
$105K +$105K +1,075 New
PWM
2505
PRW Wealth Management
Massachusetts
$105K +$105K +1,079 New
TFA
2506
Transamerica Financial Advisors
Florida
$103K +$36.6K +375 +55%
TCM
2507
TD Capital Management
Tennessee
$99K – – –
QCIG
2508
Quad-Cities Investment Group
Iowa
$99K +$391 +4 +0.4%
PRC
2509
Pearl River Capital
Michigan
$99K +$99K +1,014 New
MS
2510
Mizuho Securities
Japan
$98K +$98K +1,000 New
LGWM
2511
Litman Gregory Wealth Management
California
$90K – – –
AP
2512
Arlington Partners
Alabama
$87K – – –
CA
2513
Centerpoint Advisors
Massachusetts
$85K – – –
DOA
2514
D'Orazio & Associates
Virginia
$76K +$29.3K +300 +63%
HI
2515
Human Investing
Oregon
$72K +$72K +741 New
ME
2516
McIlrath & Eck
Washington
$71K +$4.02K +41 +6%
ST
2517
Sageworth Trust
Pennsylvania
$69K -$12.2K -125 -15%
ER
2518
Enlightenment Research
Florida
$68K +$68K +700 New
GCM
2519
Grisanti Capital Management
New York
$67K – – –
JWM
2520
Janiczek Wealth Management
Colorado
$61K – – –
BWL
2521
Bogart Wealth LLC
Virginia
$61K +$9.76K +100 +19%
HS
2522
Horan Securities
United States
$60K +$200 +2 +0.3%
OHS
2523
Odey Holdings (Switzerland)
Switzerland
$59K -$44.3K -450 -43%
SCA
2524
Stuart Chaussee & Associates
California
$59K -$29.3K -300 -33%
BCM
2525
Banyan Capital Management
Georgia
$56K +$56K +575 New
99 100
101
102 103