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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
+$1.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$952M
3
Capital World Investors
Capital World Investors
California
+$796M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$418M
5
AIG
American International Group
New York
+$362M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.21B
3
State Street
State Street
Massachusetts
-$616M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$598M
5
Deutsche Bank
Deutsche Bank
Germany
-$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
Neuburgh Advisers
California
$49.7M -$3.04M -31,178 -6%
PWLP
302
Prio Wealth Limited Partnership
Massachusetts
$49.4M -$39.7K -407 -0.1%
Creative Planning
303
Creative Planning
Kansas
$49.2M +$1.72M +17,584 +4%
Millennium Management
304
Millennium Management
New York
$49.1M -$137M -1,402,616 -74%
NMIMC
305
Northwestern Mutual Investment Management Company
Wisconsin
$49.1M -$8.35M -85,583 -15%
MSV
306
MN Services Vermogensbeheer
Netherlands
$48.8M +$2.25M +26,400 +5%
GC
307
Guggenheim Capital
Illinois
$48.2M -$7.15M -73,255 -13%
DCM
308
Dupont Capital Management
Delaware
$47.3M +$3.22M +32,975 +7%
MLICM
309
Metropolitan Life Insurance Company (MetLife)
New York
$47.1M -$688K -7,044 -1%
TAM
310
Tocqueville Asset Management
New York
$46.7M +$3.37M +34,562 +8%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$46.5M +$712K +7,290 +2%
LWCA
312
Locust Wood Capital Advisers
New York
$46.3M +$1.53M +15,695 +3%
DnB Asset Management
313
DnB Asset Management
Norway
$46M -$1.78M -18,223 -4%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$45.8M +$880K +9,015 +2%
MSA
315
Mason Street Advisors
Wisconsin
$45.8M -$355K -3,635 -0.8%
BGC
316
Beutel, Goodman & Co
Ontario, Canada
$45.5M +$280K +3,917 +0.6%
MNG
317
Manning & Napier Group
New York
$45.3M +$2.94M +30,153 +7%
CBOA
318
Commonwealth Bank of Australia
Australia
$45.3M +$3.09M +31,646 +7%
SCA
319
STALEY CAPITAL ADVISERS
Pennsylvania
$45.1M +$269K +2,752 +0.6%
SCP
320
Seizert Capital Partners
Michigan
$45.1M +$499K +5,110 +1%
RCM
321
RNC Capital Management
California
$44.4M -$169K -1,732 -0.4%
SOADOR
322
State of Alaska Department of Revenue
Alaska
$44.2M +$419K +4,295 +1%
PA
323
Pinnacle Associates
New York
$43.4M -$1.27M -12,965 -3%
CP
324
Cumberland Partners
Ontario, Canada
$43.1M -$1.22M -12,478 -3%
PCM
325
Polaris Capital Management
Massachusetts
$43M +$1.13M +11,600 +3%
11 12
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