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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.02B
2
Capital International Investors
Capital International Investors
California
+$823M
3
Morgan Stanley
Morgan Stanley
New York
+$366M
4
State Street
State Street
Massachusetts
+$268M
5
Renaissance Technologies
Renaissance Technologies
New York
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$713M
3
BlackRock
BlackRock
New York
-$627M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$548M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
Neuburgh Advisers
California
$61M -$6.87M -60,860 -10%
CS
302
Candriam SCA
Luxembourg
$60.9M +$2.64M +23,360 +5%
SIA
303
Sit Investment Associates
Minnesota
$60.6M -$3.58M -31,742 -6%
WJA
304
Williams Jones & Associates
New York
$60.1M +$263K +2,335 +0.4%
SDIC
305
South Dakota Investment Council
South Dakota
$59.3M -$4.62M -40,910 -7%
MOACM
306
Mutual of America Capital Management
New York
$57.1M -$597K -5,289 -1%
PWLP
307
Prio Wealth Limited Partnership
Massachusetts
$57.1M -$186K -1,644 -0.3%
C
308
Consulta
United Kingdom
$55.9M +$10.7M +95,000 +24%
MLICM
309
Metropolitan Life Insurance Company (MetLife)
New York
$55.3M -$2.82M -24,992 -5%
DnB Asset Management
310
DnB Asset Management
Norway
$55.2M -$768K -6,802 -1%
TAM
311
Todd Asset Management
Kentucky
$55.2M -$314K -2,786 -0.6%
BGC
312
Beutel, Goodman & Co
Ontario, Canada
$55.1M -$857K -9,819 -2%
Creative Planning
313
Creative Planning
Kansas
$54.9M -$182K -1,609 -0.3%
EDRH
314
Edmond de Rothschild Holding
Switzerland
$54.8M -$789K -6,990 -1%
MSA
315
Mason Street Advisors
Wisconsin
$53.3M -$590K -5,230 -1%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$53M +$622K +5,515 +1%
AIA
317
Avalon Investment & Advisory
Texas
$52.5M +$12.8M +113,730 +32%
MMH
318
Menora Mivtachim Holdings
Israel
$52.2M +$16M +141,660 +44%
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$51.9M -$1.84M -16,296 -3%
B
320
BP
United Kingdom
$51.9M +$4.06M +36,000 +8%
SCA
321
STALEY CAPITAL ADVISERS
Pennsylvania
$51.8M -$6.77K -60 -0%
LWCA
322
Locust Wood Capital Advisers
New York
$51.8M -$7.46M -66,135 -13%
PA
323
Pinnacle Associates
New York
$51.6M +$87.2K +773 +0.2%
RCM
324
RNC Capital Management
California
$51.5M +$457K +4,048 +0.9%
SCP
325
Seizert Capital Partners
Michigan
$51.5M -$3.42M -30,264 -6%
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