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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 %
RJT
426
Raymond James Trust
Florida
$26.9M -$940K -9,630 -3%
NSIM
427
North Star Investment Management
Illinois
$26.8M -$925K -9,472 -3%
ZIC
428
ZWJ Investment Counsel
Georgia
$26.8M +$278K +2,844 +1%
CPSAC
429
Chas P. Smith & Associates (CPS)
Florida
$26.7M +$213K +2,181 +0.8%
MAA
430
Matrix Asset Advisors
New York
$26.7M -$89.6K -918 -0.3%
KB
431
Kimelman & Baird
New York
$26.3M -$391K -4,007 -1%
HCM
432
Huber Capital Management
California
$26.3M -$605K -6,200 -2%
MHC
433
Meyer Handelman Company
New York
$26.3M -$494K -5,062 -2%
SGAM
434
Smith Group Asset Management
Texas
$26.2M -$452K -4,621 -2%
MML Investors Services
435
MML Investors Services
Massachusetts
$26.1M +$2.12M +21,738 +9%
BSA
436
Braun Stacey Associates
New York
$26.1M +$643K +6,590 +3%
EB
437
Eastern Bank
Massachusetts
$26M -$51.8K -531 -0.2%
Hudson Bay Capital Management
438
Hudson Bay Capital Management
Connecticut
$25.6M +$14.6M +149,325 +132%
WCM
439
Wedge Capital Management
North Carolina
$25.4M -$2.92M -29,896 -10%
SMDAM
440
Sumitomo Mitsui DS Asset Management
Japan
$25.3M -$482K -4,934 -2%
BIM
441
Bridges Investment Management
Nebraska
$25M +$3.9M +39,920 +18%
ISL
442
Ingalls & Snyder LLC
New York
$24.9M +$210K +2,151 +0.9%
HIMC
443
Heritage Investors Management Corp
Maryland
$24.7M +$14.2K +145 +0.1%
CG
444
Colony Group
Massachusetts
$24.7M -$669K -6,856 -3%
AC
445
Allstate Corporation
Illinois
$24.7M +$24.3M +248,773 +6,216%
CTA
446
Carillon Tower Advisers
Florida
$24.6M +$1.81M +18,561 +8%
DAM
447
Davis Asset Management
California
$24.4M – – –
PGEBT
448
Pactiv General Employee Benefit Trust
Illinois
$24.4M +$24.4M +250,000 New
MPI
449
Mairs & Power Inc
Minnesota
$24.3M +$18.4K +188 +0.1%
SI
450
Stephens Inc
Arkansas
$24.2M +$3.92M +40,111 +19%
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