JPMorgan Chase
JPM
2,597 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, 1,036 reducing their positions, and 118 closing their positions.
146% more first-time investments, than exits
New positions opened: 290 | Existing positions closed: 118
6% more funds holding
Funds holding: 2,450 → 2,597 (+147)
0% more repeat investments, than reductions
Existing positions increased: 1,039 | Existing positions reduced: 1,036
0% more funds holding in top 10
Funds holding in top 10: 646 → 646 (0)
0.47% less ownership
Funds ownership: 72.89% → 72.42% (-0.47%)
16% less capital invested
Capital invested by funds: $276B → $233B (-$43B)
41% less call options, than puts
Call options by funds: $2.27B | Put options by funds: $3.87B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$1.54B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.04B |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$869M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$457M |
| 5 |
AIG
American International Group
New York
|
+$395M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.43B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.32B |
| 3 |
State Street
Boston,
Massachusetts
|
-$673M |
| 4 |
Eagle Capital Management (New York)
New York
|
-$653M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$387M |
JPM Hedge Fund Activity: Q4 2018 in Review
2,597 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2018, worth a combined $233B — down 16% from $276B a quarter earlier.
Buyers outnumbered sellers: 290 funds opened new JPM positions and 118 closed out — a net gain of 172 holders — while 1,039 added to existing stakes and 1,036 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $1.54B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.43B.
- 2,597 institutional investors held JPMorgan Chase (JPM) as of Q4 2018, up from 2,450 in Q3 2018.
- Funds reported $233B of JPMorgan Chase stock for Q4 2018, down 16% quarter-over-quarter.
- 290 funds opened new JPMorgan Chase positions in Q4 2018 and 118 closed out, a net change of +172 holders.
- The largest JPMorgan Chase buyer in Q4 2018 was Berkshire Hathaway, an estimated $1.54B added.
- The largest JPMorgan Chase seller in Q4 2018 was T. Rowe Price Associates, an estimated $1.43B sold.
Based on aggregated 13F filings for Q4 2018.