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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 %
SL
2651
Signition LP
New York
– -$418K -3,700 Closed
SFC
2652
SYM Financial Corp
Indiana
– -$407K -3,607 Closed
MIH
2653
Meitav Investment House
Israel
– -$405K -3,540 Closed
DC
2654
Derby & Company
Massachusetts
– -$379K -3,362 Closed
CRWM
2655
Castle Rock Wealth Management
California
– -$346K -3,157 Closed
WVP
2656
Worth Venture Partners
New Jersey
– -$355K -3,150 Closed
CMTU
2657
Capital Markets Trading (UK)
United Kingdom
– -$329K -2,915 Closed
GHA
2658
GW Henssler & Associates
Georgia
– -$304K -2,697 Closed
CCM
2659
Colorado Capital Management
Colorado
– -$283K -2,513 Closed
VAM
2660
Visionary Asset Management
Texas
– -$274K -2,425 Closed
PAM
2661
PVG Asset Management
Colorado
– -$264K -2,348 Closed
RP
2662
Reinhart Partners
Wisconsin
– -$257K -2,280 Closed
MTIM
2663
Marathon Trading Investment Management
Pennsylvania
– -$257K -2,276 Closed
FSA
2664
Financial Services Advisory
Maryland
– -$256K -2,273 Closed
SBWIC
2665
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$255K -2,258 Closed
SMM
2666
Stadion Money Management
Georgia
– -$251K -2,223 Closed
NA
2667
Navellier & Associates
Nevada
– -$241K -2,135 Closed
CHA
2668
Cooper/Haims Advisors
New York
– -$235K -2,084 Closed
LRIC
2669
Long Road Investment Counsel
Michigan
– -$229K -2,032 Closed
EF
2670
Exeter Financial
Arizona
– -$229K -2,031 Closed
BHTS
2671
Bar Harbor Trust Services
Maine
– -$229K -2,031 Closed
MUS
2672
Mitsubishi UFJ Securities
Japan
– -$228K -2,020 Closed
HC
2673
Hourglass Capital
Texas
– -$226K -2,000 Closed
GAM
2674
Garrison Asset Management
Arkansas
– -$226K -1,999 Closed
CCM
2675
Chickasaw Capital Management
Tennessee
– -$223K -1,975 Closed
105 106
107
108 109