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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 %
NAM
326
Nissay Asset Management
Japan
$42.8M +$5.82M +59,574 +16%
SCM
327
Sterling Capital Management
North Carolina
$42.6M -$680K -6,962 -2%
Alyeska Investment Group
328
Alyeska Investment Group
Illinois
$42.5M +$42M +430,229 +7,701%
CI
329
Conning Inc
Connecticut
$42.4M -$54.4K -557 -0.1%
LTFS
330
Ladenburg Thalmann Financial Services
Florida
$42.3M +$294K +3,000 +0.7%
PMG
331
Private Management Group
California
$42.3M +$22.3K +228 +0.1%
BAM
332
Berkshire Asset Management
Pennsylvania
$42.3M -$108K -1,104 -0.3%
DILIC
333
Dai-ichi Life Insurance Company
Japan
$42.1M +$888K +9,099 +2%
PGFC
334
Peapack-Gladstone Financial Corp
New Jersey
$42.1M +$124K +1,272 +0.3%
OCAM
335
Onex Canada Asset Management
Ontario, Canada
$42M -$855K -8,755 -2%
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$41.7M -$913K -9,349 -2%
CA
337
Commerzbank Aktiengesellschaft
Germany
$41M +$3.4M +34,828 +9%
FCM
338
Flinton Capital Management
Pennsylvania
$40.9M -$2.51M -25,676 -6%
WT
339
Washington Trust
Rhode Island
$40.4M -$746K -7,639 -2%
AB
340
Amalgamated Bank
New York
$40M -$1.13M -11,536 -3%
NG
341
NatWest Group
United Kingdom
$39.6M +$1.1M +11,219 +3%
HP
342
Hosking Partners
United Kingdom
$39.5M +$17.6M +180,141 +80%
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$39.5M -$31.4M -321,454 -44%
AIMCA
344
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$39.4M -$5.2M -53,300 -12%
FP
345
Foundry Partners
Minnesota
$39.1M +$1.22M +12,458 +3%
GPA
346
Guidance Point Advisors
Massachusetts
$39.1M +$39.1M +400,252 New
SAM
347
Shell Asset Management
Netherlands
$38.7M -$5.62M -57,584 -13%
OC
348
Oppenheimer & Co
New York
$38.5M -$5.87M -60,082 -13%
BAM
349
Barrett Asset Management
New York
$38M -$74.2K -760 -0.2%
AR
350
Advisory Research
Illinois
$37.6M -$305K -3,126 -0.8%
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