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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 %
NCM
2576
Next Capital Management
New York
$7K +$7K +75 New
ACM
2577
Aviance Capital Management
Florida
$6K -$213K -2,206 -97%
BSG
2578
Black Swift Group
Colorado
$6K – – –
RCG
2579
Ruggie Capital Group
Florida
$6K +$6K +60 New
BCMIO
2580
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
SFPIA
2581
Stevens First Principles Investment Advisors
California
$5K – – –
EAM
2582
Eukles Asset Management
Ohio
$5K +$5K +55 New
MIM
2583
Macroview Investment Management
Maryland
$4K – – –
CIR
2584
Clear Investment Research
Georgia
$3K – – –
CMBA
2585
C.M. Bidwell & Associates
Hawaii
$3K – – –
CT
2586
Chicago Trust
Illinois
$2.95K -$19 -192 -0.6%
NDSI
2587
Newman Dignan & Sheerar Inc
Rhode Island
$2.35K +$86 +876 +4%
WA
2588
WBH Advisory
Maryland
$1.49K +$79 +806 +6%
AMCA
2589
Arthur M. Cohen & Associates
Illinois
$724 +$39 +402 +6%
ACA
2590
Ackerman Capital Advisors
Texas
$432 +$432 +4,424 New
TWM
2591
Titus Wealth Management
California
$254 +$61 +631 +32%
CF
2592
Centaurus Financial
California
$34 +$34 +3,268 +12,569%
Renaissance Technologies
2593
Renaissance Technologies
New York
– -$232M -2,054,913 Closed
GQG Partners
2594
GQG Partners
Florida
– -$129M -1,142,934 Closed
CGM
2595
Capital Growth Management
Massachusetts
– -$44M -390,000 Closed
MCM
2596
Marsico Capital Management
Colorado
– -$42M -372,491 Closed
SGM
2597
Skye Global Management
Florida
– -$39.3M -348,000 Closed
Susquehanna International Group
2598
Susquehanna International Group
Pennsylvania
– -$33M -292,074 Closed
PC
2599
PointState Capital
New York
– -$30.6M -271,371 Closed
SIM
2600
Stelliam Investment Management
New York
– -$27.9M -247,500 Closed
102 103
104
105 106