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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 %
AIMCA
326
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$51.5M +$45.4M +402,600 +748%
OC
327
Oppenheimer & Co
New York
$51.3M +$1.64M +14,550 +3%
SAM
328
Shell Asset Management
Netherlands
$51.3M -$1.92M -16,995 -4%
CP
329
Cumberland Partners
Ontario, Canada
$51.2M -$860K -7,625 -2%
DCM
330
Dupont Capital Management
Delaware
$51M -$975K -8,638 -2%
SOADOR
331
State of Alaska Department of Revenue
Alaska
$50.6M +$132K +1,174 +0.3%
FCM
332
Flinton Capital Management
Pennsylvania
$50.2M -$5.66M -50,120 -10%
SCM
333
Sterling Capital Management
North Carolina
$50.1M +$919K +8,146 +2%
TAM
334
Tocqueville Asset Management
New York
$50M -$182K -1,616 -0.4%
OCAM
335
Onex Canada Asset Management
Ontario, Canada
$49.6M +$7.19M +63,674 +17%
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$49.3M -$2.94M -26,059 -6%
UB
337
UMB Bank
Missouri
$49.2M +$548K +4,859 +1%
CI
338
Conning Inc
Connecticut
$49.1M +$2.73M +24,160 +6%
BAM
339
Berkshire Asset Management
Pennsylvania
$49M +$2.45M +21,730 +5%
MNG
340
Manning & Napier Group
New York
$48.9M +$3.64M +32,236 +8%
PMG
341
Private Management Group
California
$48.9M -$3.09M -27,374 -6%
CBOA
342
Commonwealth Bank of Australia
Australia
$48.8M -$2.02M -17,900 -4%
PGFC
343
Peapack-Gladstone Financial Corp
New Jersey
$48.6M -$557K -4,939 -1%
LTFS
344
Ladenburg Thalmann Financial Services
Florida
$48.5M +$4.77M +42,232 +11%
PCM
345
Polaris Capital Management
Massachusetts
$48.4M +$2.96M +26,229 +7%
DILIC
346
Dai-ichi Life Insurance Company
Japan
$47.7M +$2.5M +22,168 +6%
WT
347
Washington Trust
Rhode Island
$47.6M -$1.83M -16,174 -4%
AB
348
Amalgamated Bank
New York
$47.6M -$1.74M -15,456 -4%
HPC
349
HM Payson & Co
Maine
$47M -$7.51M -66,518 -14%
JIR
350
James Investment Research
Ohio
$46.9M -$3.93M -34,827 -8%
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