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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 %
CNAM
451
Campbell Newman Asset Management
Wisconsin
$29M -$477K -4,227 -2%
CGH
452
Crossmark Global Holdings
Texas
$28.8M -$1.27M -11,228 -4%
GHCM
453
Glen Harbor Capital Management
California
$28.7M -$3.23M -28,640 -10%
HIMC
454
Heritage Investors Management Corp
Maryland
$28.5M -$363K -3,217 -1%
ISL
455
Ingalls & Snyder LLC
New York
$28.5M +$12K +106 +0%
CS
456
Cannell & Spears
New York
$28.4M -$313K -2,774 -1%
NAM
457
North American Management
Massachusetts
$28.3M -$2.53M -22,452 -8%
DAM
458
Davis Asset Management
California
$28.2M – – –
DADC
459
D.A. Davidson & Co
Montana
$28.2M +$1.09M +9,631 +4%
MPI
460
Mairs & Power Inc
Minnesota
$28.1M -$33.2K -294 -0.1%
CEP
461
Chicago Equity Partners
Illinois
$28M -$1.21M -10,760 -4%
SIM
462
Stelliam Investment Management
New York
$27.9M -$7.05M -62,500 -20%
FBA
463
Front Barnett Associates
Illinois
$27.8M -$55.2K -489 -0.2%
MML Investors Services
464
MML Investors Services
Massachusetts
$27.8M +$7.62M +67,502 +38%
SBCM
465
Schwerin Boyle Capital Management
Massachusetts
$27.7M -$440K -3,900 -2%
AssetMark Inc
466
AssetMark Inc
California
$27.7M +$700K +6,203 +3%
RIM
467
Redpoint Investment Management
Australia
$27.6M -$485K -4,297 -2%
GC
468
Gillson Capital
Illinois
$27.5M +$27.5M +244,041 New
MLL
469
Moody Lynn & Lieberson
Massachusetts
$27.2M +$1.22M +10,830 +5%
SPC
470
Stewart & Patten Company
California
$27.1M -$886K -7,848 -3%
LIC
471
Lodestar Investment Counsel
Illinois
$27M +$113K +1,000 +0.4%
OAM
472
Origin Asset Management
United Kingdom
$26.9M -$6.11M -54,150 -19%
Victory Capital Management
473
Victory Capital Management
Texas
$26.9M -$54.5M -482,629 -67%
ST
474
Sabal Trust
Florida
$26.8M +$564K +5,001 +2%
PCM
475
Palisade Capital Management
New Jersey
$26.8M -$835K -7,403 -3%
17 18
19
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