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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 %
CTI
376
Community Trust & Investment
Kentucky
$39.9M -$363K -3,220 -0.9%
OCM
377
Osterweis Capital Management
California
$39.6M -$4.32M -38,285 -10%
TAM
378
Tyers Asset Management
Texas
$39.5M -$4.44M -39,380 -10%
SGM
379
Skye Global Management
Florida
$39.3M +$39.3M +348,000 New
PFM
380
Parsec Financial Management
North Carolina
$39.2M -$68.5K -607 -0.2%
DIA
381
Davidson Investment Advisors
Montana
$39.2M -$196K -1,741 -0.5%
FTIOP
382
Fiduciary Trust International of Pennsylvania
Pennsylvania
$38.5M +$96.7K +857 +0.3%
SAM
383
Securian Asset Management
Minnesota
$38.3M -$479K -4,246 -1%
FQ
384
First Quadrant
California
$38.1M -$12.7M -112,547 -25%
WA
385
WestEnd Advisors
North Carolina
$38.1M -$780K -6,914 -2%
DCM
386
Donaldson Capital Management
Indiana
$37.8M +$359K +3,179 +1%
PR
387
Payden & Rygel
California
$37.7M -$2.31M -20,500 -6%
EOJOAM
388
E. Ohman J:or Asset Management
Sweden
$37.6M -$2.13M -18,915 -5%
FCI
389
Financial Counselors Inc
Kansas
$37.4M +$139K +1,228 +0.4%
RG
390
Rathbones Group
United Kingdom
$37M +$920K +8,153 +3%
IC
391
Inverness Counsel
New York
$36.9M -$12.2M -108,312 -25%
JHP
392
James Hambro & Partners
United Kingdom
$36.8M -$1.58M -14,022 -4%
NLGIA
393
Nippon Life Global Investors Americas
New York
$36.5M +$284K +2,520 +0.8%
PCA
394
Personal Capital Advisors
California
$36.5M +$2.09M +18,550 +6%
SF
395
Synovus Financial
Georgia
$36.1M +$1.35M +11,998 +4%
ADEF
396
Adams Diversified Equity Fund
Maryland
$36.1M – – –
PC
397
PM Capital
Australia
$35.5M -$1.21M -10,720 -3%
HCMT
398
Highland Capital Management (Tennessee)
Tennessee
$35.5M -$321K -2,843 -0.9%
NIM
399
Nexus Investment Management
Ontario, Canada
$35.5M -$574K -5,085 -2%
MSDF
400
Michael & Susan Dell Foundation
New York
$35.4M – – –
14 15
16
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