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JPMorgan Chase
JPM

Overview Fund Activity

2,594 hedge funds and large institutions have $238B invested in JPMorgan Chase in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,184 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,594
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
56.23%
Holding in Top 10
529
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-17.6%
% of All Funds
11.47%
New
132
Increased
1,184
Reduced
1,022
Closed
92
Calls
$2.2B
Puts
$2.93B
Net Calls
-$735M
Net Calls Change
+$871M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.02B
2
BlackRock
BlackRock
New York
$22.5B
3
Bank of America
Bank of America
North Carolina
$5.85B
4
Capital World Investors
Capital World Investors
California
$7.77B
5
UBS Group
UBS Group
Switzerland
$2.31B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.85B
2
Boston Partners
Boston Partners
Massachusetts
$275M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$6.55B
4
Ameriprise
Ameriprise
Minnesota
$2.38B
5
Jennison Associates
Jennison Associates
New York
$839M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
2576
Holloway Wealth Management
Florida
$10K -$29K – –
TVWM
2577
Tower View Wealth Management
Wisconsin
$10K – – –
RCC
2578
Red Cedar Capital
Nebraska
$10K – – –
FA
2579
Financial Advantage
Maryland
$10K +$10K +100 New
NCM
2580
Next Capital Management
New York
$8K – – –
SFPIA
2581
Stevens First Principles Investment Advisors
California
$6K – – –
CWA
2582
Clarus Wealth Advisors
Arizona
$5K -$10.2K -100 -67%
BCMIO
2583
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
BFG
2584
Beacon Financial Group
Texas
$4.58K +$782 +7,726 +21%
WA
2585
WP Advisors
California
$4.12K +$322 +318 +8%
CIR
2586
Clear Investment Research
Georgia
$4K – – –
MIM
2587
Macroview Investment Management
Maryland
$4K – – –
CMBA
2588
C.M. Bidwell & Associates
Hawaii
$4K – – –
MUAMU
2589
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.54K -$1.01K -10,000 -22%
CT
2590
Chicago Trust
Illinois
$3.05K -$13 -125 -0.4%
SFFS
2591
Stonehage Fleming Financial Services
Jersey
$3.04K -$609 -6,010 -17%
Koshinski Asset Management
2592
Koshinski Asset Management
Illinois
$2.31K -$1.84K -18,194 -44%
ACA
2593
Ackerman Capital Advisors
Texas
$505 +$57 +561 +13%
JPLA
2594
Joseph P. Lucia & Associates
New York
$492 +$492 +51,978 New
TWM
2595
Titus Wealth Management
California
$248 -$17 -164 -6%
SCM
2596
Steadfast Capital Management
New York
– -$125M -1,278,432 Closed
RPI
2597
Railway Pension Investments
United Kingdom
– -$83.1M -851,483 Closed
OCM
2598
Osterweis Capital Management
California
– -$23.8M -243,516 Closed
LA
2599
Linden Advisors
New York
– -$21.5M -220,000 Closed
HI
2600
Honeywell International
North Carolina
– -$19.3M -198,200 Closed
102 103
104
105 106