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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 %
NG
351
NatWest Group
United Kingdom
$44.5M -$438K -3,883 -1%
PP
352
Paloma Partners
Connecticut
$44.3M +$11.1M +98,562 +34%
CGM
353
Capital Growth Management
Massachusetts
$44M -$29.1M -258,000 -40%
VDI
354
Vaughan David Investments
Illinois
$44M -$750K -6,647 -2%
BAM
355
Barrett Asset Management
New York
$44M -$639K -5,660 -1%
AIM
356
Achmea Investment Management
Netherlands
$43.9M -$9.7M -86,001 -18%
AR
357
Advisory Research
Illinois
$43.8M -$2.52M -22,321 -5%
FP
358
Foundry Partners
Minnesota
$43.8M +$6.72M +59,517 +18%
CA
359
Commerzbank Aktiengesellschaft
Germany
$43.5M +$6.1M +54,073 +16%
QI
360
QS Investors
New York
$43.3M +$969K +8,589 +2%
NAM
361
Nissay Asset Management
Japan
$42.7M +$782K +6,928 +2%
AIM
362
Artemis Investment Management
United Kingdom
$42.7M -$18.1M -160,835 -30%
ABC
363
Associated Banc-Corp
Wisconsin
$42.2M +$856K +7,590 +2%
NB
364
Norinchukin Bank
Japan
$42.1M -$1.05M -9,291 -2%
MCM
365
Marsico Capital Management
Colorado
$42M -$11.8M -104,711 -22%
WPC
366
Waters Parkerson & Co
Louisiana
$41.9M -$51.1K -453 -0.1%
BAMF
367
BI Asset Management Fondsmaeglerselskab
Denmark
$41.4M -$2.54M -22,550 -6%
BF
368
BOK Financial
Oklahoma
$41.3M -$9.14K -81 -0%
PP
369
Palladium Partners
Virginia
$40.8M +$9.82K +87 +0%
TH
370
TCTC Holdings
Texas
$40.5M +$530K +4,700 +1%
DIA
371
Dana Investment Advisors
Wisconsin
$40.4M -$313K -2,771 -0.8%
VIA
372
Vantis Investment Advisers
Florida
$40M -$16.7M -147,722 -29%
CM
373
CS McKee
Pennsylvania
$40M -$406K -3,600 -1%
BIC
374
Beach Investment Counsel
Pennsylvania
$39.9M -$13.8M -122,273 -26%
BS
375
Banco Santander
Spain
$39.9M -$173K -1,535 -0.4%
13 14
15
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