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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 %
CM
2626
Churchill Management
California
– -$2.1M -18,622 Closed
TI
2627
Trexquant Investment
Connecticut
– -$2.03M -18,012 Closed
CCMT
2628
CMT Capital Markets Trading
Germany
– -$2.01M -17,840 Closed
VAM
2629
Verity Asset Management
North Carolina
– -$1.89M -16,725 Closed
HH
2630
HWG Holdings
Texas
– -$1.83M -16,231 Closed
EP
2631
Edgestream Partners
New Jersey
– -$1.61M -14,234 Closed
CAS
2632
Cue Advisory Services
Arizona
– -$1.45M -12,806 Closed
DWM
2633
Dynasty Wealth Management
Florida
– -$1.41M -12,480 Closed
FM
2634
Forward Management
California
– -$1.15M -10,185 Closed
FEG
2635
Fund Evaluation Group
Ohio
– -$1.12M -9,910 Closed
NIT
2636
NumerixS Investment Technologies
British Columbia, Canada
– -$1.04M -9,100 Closed
MF
2637
Magnetar Financial
Illinois
– -$934K -8,279 Closed
WSL
2638
Western Standard LLC
California
– -$844K -7,484 Closed
WCAMG
2639
Woodard & Company Asset Management Group
North Carolina
– -$842K -7,475 Closed
WA
2640
WESPAC Advisors
California
– -$796K -7,058 Closed
OWA
2641
One Wealth Advisors
California
– -$736K -6,519 Closed
AAP
2642
Ardsley Advisory Partners
Connecticut
– -$677K -6,000 Closed
FRM
2643
Fox Run Management
Connecticut
– -$657K -5,822 Closed
WC
2644
Wexford Capital
Florida
– -$654K -5,800 Closed
TP
2645
Truvvo Partners
New York
– -$564K -5,000 Closed
FCMC
2646
Founders Capital Management (Connecticut)
Connecticut
– -$571K -4,989 Closed
DTL
2647
Dynamic Technology Lab
Singapore
– -$549K -4,862 Closed
SC
2648
SRB Corp
Massachusetts
– -$529K -4,688 Closed
AGA
2649
Accuvest Global Advisors
Utah
– -$482K -4,274 Closed
DCM
2650
Dynamic Capital Management
Jersey
– -$468K -4,150 Closed
104 105
106
107 108