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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 %
HWM
2551
Holloway Wealth Management
Florida
$29K -$11K – –
RWG
2552
Regal Wealth Group
California
$25K – – –
MFT
2553
Moisand Fitzgerald Tamayo
Florida
$24K – – –
BCM
2554
Brasada Capital Management
Texas
$24K – – –
MWC
2555
MBM Wealth Consultants
Missouri
$24K +$24K +250 New
SIS
2556
Sound Income Strategies
Florida
$23K +$2.79K +28 +14%
WCM
2557
Wealthcare Capital Management
Virginia
$22K – – –
AIL
2558
AGF Investments LLC
Ontario, Canada
$21K -$1.16K -12 -5%
CAM
2559
Close Asset Management
United Kingdom
$20K -$1.22M -44,202 -98%
RPG
2560
Risk Paradigm Group
Texas
$19.5K – – –
NA
2561
NewEdge Advisors
Louisiana
$17K +$1.65K +16,888 +11%
CWA
2562
Clarus Wealth Advisors
Arizona
$15K – – –
LFG
2563
Larson Financial Group
Missouri
$14K +$14K +139 New
LF
2564
Lee Financial
Texas
$13K -$300K -3,000 -96%
CAGAS
2565
Capital Advisory Group Advisory Services
Minnesota
$13K -$9.9K -102 -43%
IF
2566
Ironwood Financial
Arizona
$13K – – –
TWMP
2567
Taylor Wealth Management Partners
Massachusetts
$13K – – –
AJ
2568
Ashburton (Jersey)
Jersey
$12K -$44 -447 -0.4%
Winslow Capital Management
2569
Winslow Capital Management
Minnesota
$12K -$314M -3,092,254 -100%
CFD
2570
Creative Financial Designs
Indiana
$10K -$10.8K -108 -52%
TVWM
2571
Tower View Wealth Management
Wisconsin
$10K -$6.93K -70 -41%
RCC
2572
Red Cedar Capital
Nebraska
$10K – – –
TJHA
2573
Thomas J. Herzfeld Advisors
Florida
$10K +$755 +8 +8%
BI
2574
Bramshill Investments
Florida
$9K -$1.95K -21 -18%
LWA
2575
Lowe Wealth Advisors
Maryland
$8K -$7.22K -74 -47%
101 102
103
104 105