JPM icon

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 %
WB
401
WesBanco Bank
West Virginia
$35.4M -$289K -2,564 -0.8%
AG
402
Advisor Group
Arizona
$35.1M +$5.52M +48,886 +19%
FNBOO
403
First National Bank of Omaha
Nebraska
$35M -$1.95M -17,315 -5%
ANI
404
American National Insurance
Texas
$35M -$1.43M -12,700 -4%
Cambridge Investment Research Advisors
405
Cambridge Investment Research Advisors
Iowa
$34.8M +$3.79M +33,625 +12%
TCM
406
Twin Capital Management
Pennsylvania
$34.8M +$1.12M +9,919 +3%
MNBTD
407
Moody National Bank Trust Division
Texas
$34.6M +$31M +274,330 +844%
HIIFS
408
Harel Insurance Investments & Financial Services
Israel
$34.5M -$408K -3,617 -1%
WSFS
409
Wilmington Savings Fund Society
Delaware
$34.4M +$81.9K +726 +0.2%
NMERB
410
New Mexico Educational Retirement Board
New Mexico
$34.3M -$1.46M -12,900 -4%
AAM
411
Advisors Asset Management
Colorado
$34.2M +$767K +6,794 +2%
KFC
412
Klingenstein Fields & Co
New York
$34M -$2.05M -18,139 -6%
RCM
413
Redwood Capital Management
New York
$33.9M -$6.01M -53,300 -15%
FT
414
Fiduciary Trust
Massachusetts
$33.8M -$101K -896 -0.3%
JAFL
415
Jay A. Fishman Ltd
Michigan
$33.5M -$789K -6,993 -2%
FMW
416
Farr Miller & Washington
District of Columbia
$33.4M -$124K -1,095 -0.4%
NP
417
NS Partners
United Kingdom
$33.1M -$228K -2,021 -0.7%
BFM
418
Boston Financial Management
Massachusetts
$33.1M +$2.5M +22,185 +8%
Susquehanna International Group
419
Susquehanna International Group
Pennsylvania
$33M -$235M -2,079,498 -88%
GT
420
Glenview Trust
Kentucky
$32.9M +$169K +1,501 +0.5%
WCM
421
Wedge Capital Management
North Carolina
$32.7M -$763K -6,758 -2%
CCP
422
Clough Capital Partners
Massachusetts
$32.4M +$169K +1,500 +0.5%
RJT
423
Raymond James Trust
Florida
$32.2M +$915K +8,107 +3%
ECM
424
Estabrook Capital Management
New York
$32.1M -$817K -7,238 -2%
NSIM
425
North Star Investment Management
Illinois
$32M +$92.4K +819 +0.3%
15 16
17
18 19