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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 %
PR
351
Payden & Rygel
California
$37.5M +$4.92M +50,370 +15%
VDI
352
Vaughan David Investments
Illinois
$37.4M -$634K -6,497 -2%
ABC
353
Associated Banc-Corp
Wisconsin
$37.3M +$805K +8,242 +2%
AIM
354
Artemis Investment Management
United Kingdom
$37M +$75.3K +770 +0.2%
FTIOP
355
Fiduciary Trust International of Pennsylvania
Pennsylvania
$37M +$3.71M +38,006 +11%
AIM
356
Achmea Investment Management
Netherlands
$36.9M -$1.07M -10,941 -3%
WPC
357
Waters Parkerson & Co
Louisiana
$36.4M +$155K +1,591 +0.4%
VIA
358
Vantis Investment Advisers
Florida
$35.5M +$879K +9,008 +3%
B
359
BP
United Kingdom
$35.2M -$9.77M -100,000 -22%
TH
360
TCTC Holdings
Texas
$34.9M -$54.2K -555 -0.2%
AAM
361
Advisors Asset Management
Colorado
$34.6M +$5.01M +51,302 +17%
PP
362
Palladium Partners
Virginia
$34.5M -$799K -8,181 -2%
BF
363
BOK Financial
Oklahoma
$34.4M -$1.34M -13,679 -4%
EOJOAM
364
E. Ohman J:or Asset Management
Sweden
$34.3M +$1.75M +17,909 +5%
CM
365
CS McKee
Pennsylvania
$34.3M -$317K -3,250 -0.9%
AG
366
Advisor Group
Arizona
$34.1M +$3.65M +37,407 +12%
BS
367
Banco Santander
Spain
$34.1M -$451K -4,622 -1%
DIA
368
Davidson Investment Advisors
Montana
$33.9M -$17.4K -178 -0.1%
PFM
369
Parsec Financial Management
North Carolina
$33.8M -$189K -1,935 -0.6%
CTI
370
Community Trust & Investment
Kentucky
$33.5M -$969K -9,928 -3%
DIA
371
Dana Investment Advisors
Wisconsin
$33.3M -$1.63M -16,684 -5%
ADEF
372
Adams Diversified Equity Fund
Maryland
$33.2M +$1.96M +20,100 +6%
First Manhattan
373
First Manhattan
New York
$33.1M +$6.78M +69,459 +26%
FMW
374
Farr Miller & Washington
District of Columbia
$33M +$4.15M +42,518 +14%
SAM
375
Securian Asset Management
Minnesota
$32.9M -$290K -2,967 -0.9%
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