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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 %
Squarepoint
401
Squarepoint
New York
$30.1M +$19.4M +199,239 +182%
BFM
402
Boston Financial Management
Massachusetts
$29.9M +$1.33M +13,616 +5%
TCM
403
Twin Capital Management
Pennsylvania
$29.8M -$313K -3,210 -1%
HA
404
H2O AM
United Kingdom
$29.6M +$29.6M +306,005 New
GC
405
Giverny Capital
Quebec, Canada
$29.5M +$9.32M +95,425 +46%
FT
406
Fiduciary Trust
Massachusetts
$29M -$228K -2,334 -0.8%
JAFL
407
Jay A. Fishman Ltd
Michigan
$28.9M -$4.59K -47 -0%
BA
408
Boston Advisors
Massachusetts
$28.9M +$1.87M +19,166 +7%
JHP
409
James Hambro & Partners
United Kingdom
$28.8M -$3.07M -31,379 -10%
ICP
410
Ironvine Capital Partners
Nebraska
$28.8M +$1.49M +14,333 +5%
Mariner
411
Mariner
Kansas
$28.8M +$6.46M +66,367 +29%
GT
412
Glenview Trust
Kentucky
$28.6M +$144K +1,472 +0.5%
KFC
413
Klingenstein Fields & Co
New York
$28.4M -$950K -9,734 -3%
NP
414
NS Partners
United Kingdom
$28.4M -$259K -2,649 -0.9%
BIC
415
Beach Investment Counsel
Pennsylvania
$28.3M -$8.29M -80,097 -23%
CT
416
Cambridge Trust
Massachusetts
$28M +$338K +3,460 +1%
NMERB
417
New Mexico Educational Retirement Board
New Mexico
$27.9M -$1.7M -17,400 -6%
DADC
418
D.A. Davidson & Co
Montana
$27.8M +$3.37M +34,566 +14%
JIR
419
James Investment Research
Ohio
$27.7M -$12.9M -131,877 -32%
CA
420
Cornerstone Advisors
North Carolina
$27.5M – – –
CFB
421
Cullen/Frost Bankers
Texas
$27.4M +$915K +9,375 +3%
CIP
422
Chartwell Investment Partners
Pennsylvania
$27.2M +$566K +5,798 +2%
BAMF
423
BI Asset Management Fondsmaeglerselskab
Denmark
$27.2M -$8.66M -88,700 -24%
RMA
424
Roffman Miller Associates
Pennsylvania
$27M +$37K +379 +0.1%
ECM
425
Estabrook Capital Management
New York
$27M -$753K -7,718 -3%
15 16
17
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