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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 %
BCB
2676
Brian C. Broderick
– -$220K -1,948 Closed
MPM
2677
Meritage Portfolio Management
Kansas
– -$218K -1,934 Closed
DPI
2678
Diversified Portfolios Inc
Michigan
– -$217K -1,919 Closed
DWA
2679
Divergent Wealth Advisors
Utah
– -$219K -1,906 Closed
BA
2680
BCM Advisors
Louisiana
– -$215K -1,902 Closed
LRIA
2681
Leonard Rickey Investment Advisors
Washington
– -$214K -1,900 Closed
FWSM
2682
First Wilshire Securities Management
California
– -$214K -1,895 Closed
CIC
2683
Cutler Investment Counsel
Oregon
– -$210K -1,861 Closed
RHFI
2684
Reilly Herbert Faulkner III
– -$210K -1,858 Closed
RBCM
2685
Raub Brock Capital Management
California
– -$209K -1,856 Closed
CF
2686
Corrigan Financial
Rhode Island
– -$208K -1,843 Closed
SAM
2687
SP Asset Management
California
– -$210K -1,832 Closed
AC
2688
Avenir Corporation
Virginia
– -$206K -1,830 Closed
Simplex Trading
2689
Simplex Trading
Illinois
– -$206K -1,828 Closed
SLA
2690
Silver Lake Advisory
Utah
– -$204K -1,809 Closed
AIA
2691
Arbor Investment Advisors
North Carolina
– -$204K -1,807 Closed
BLAM
2692
Bourne Lent Asset Management
New York
– -$203K -1,800 Closed
HTHT
2693
Hemenway Trust Hemenway Trust
New Hampshire
– -$203K -1,797 Closed
CICI
2694
Capital Investment Counsel Inc
North Carolina
– -$200K -1,776 Closed
CWM
2695
Cahaba Wealth Management
Georgia
– -$200K -1,766 Closed
AIIMS
2696
Analyst IMS Investment Management Services
Israel
– -$144 -1,260 Closed
MCM
2697
Mainstay Capital Management
Michigan
– -$122K -1,077 Closed
FIA
2698
FNY Investment Advisers
New York
– -$101K -900 Closed
SWMG
2699
Signature Wealth Management Group
Georgia
– -$75K -718 Closed
DPA
2700
Delphi Private Advisors
California
– -$74K -660 Closed
105 106 107
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