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 %
CT
426
Cambridge Trust
Massachusetts
$32M +$3.79M +33,586 +13%
CA
427
Cornerstone Advisors
North Carolina
$31.8M +$8.46M +75,000 +36%
BA
428
Boston Advisors
Massachusetts
$31.2M +$3.77M +33,446 +14%
RMA
429
Roffman Miller Associates
Pennsylvania
$31.2M -$25.2K -223 -0.1%
HCM
430
Huber Capital Management
California
$31.1M – – –
COPPSERS
431
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$31.1M -$9.1M -80,619 -23%
MAA
432
Matrix Asset Advisors
New York
$31M -$1.43M -12,660 -4%
MHC
433
Meyer Handelman Company
New York
$31M -$459K -4,066 -1%
KB
434
Kimelman & Baird
New York
$30.9M -$148K -1,310 -0.5%
CIP
435
Chartwell Investment Partners
Pennsylvania
$30.8M -$1.94M -17,229 -6%
SGAM
436
Smith Group Asset Management
Texas
$30.8M -$1.12M -9,900 -4%
CPSAC
437
Chas P. Smith & Associates (CPS)
Florida
$30.7M -$274K -2,430 -0.9%
PC
438
PointState Capital
New York
$30.6M +$30.6M +271,371 New
ZIC
439
ZWJ Investment Counsel
Georgia
$30.6M -$117K -1,036 -0.4%
CFB
440
Cullen/Frost Bankers
Texas
$30.6M +$704K +6,240 +2%
First Manhattan
441
First Manhattan
New York
$30.4M +$2.35M +20,848 +8%
AIA
442
Affinity Investment Advisors
California
$30.4M +$4.96M +43,928 +20%
SFM
443
Soros Fund Management
New York
$30.3M -$44M -389,597 -59%
EB
444
Eastern Bank
Massachusetts
$30.1M -$759K -6,726 -2%
MIH
445
Madison Investment Holdings
Wisconsin
$29.9M -$245K -2,175 -0.8%
SMDAM
446
Sumitomo Mitsui DS Asset Management
Japan
$29.9M -$3.91M -34,614 -12%
ICP
447
Ironvine Capital Partners
Nebraska
$29.7M +$1.01M +8,915 +4%
PWAG
448
Polaris Wealth Advisory Group
California
$29.4M +$1.58M +14,018 +6%
BSA
449
Braun Stacey Associates
New York
$29.4M +$196K +1,734 +0.7%
CG
450
Colony Group
Massachusetts
$29.3M -$719K -6,368 -2%
16 17
18
19 20