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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 %
SBCM
451
Schwerin Boyle Capital Management
Massachusetts
$23.9M -$107K -1,100 -0.4%
CNAM
452
Campbell Newman Asset Management
Wisconsin
$23.9M -$1.17M -11,990 -5%
LIC
453
Lodestar Investment Counsel
Illinois
$23.9M +$475K +4,867 +2%
RIM
454
Redpoint Investment Management
Australia
$23.9M +$4.49K +46 +0%
PMAM
455
Picton Mahoney Asset Management
Ontario, Canada
$23.8M +$3.79M +38,825 +19%
SPC
456
Stewart & Patten Company
California
$23.8M +$347K +3,553 +1%
OCM
457
Osterweis Capital Management
California
$23.8M -$10.5M -107,427 -31%
FBA
458
Front Barnett Associates
Illinois
$23.7M -$364K -3,732 -2%
NAM
459
North American Management
Massachusetts
$23.5M -$998K -10,227 -4%
GHCM
460
Glen Harbor Capital Management
California
$23.4M -$1.43M -14,672 -6%
AIA
461
Affinity Investment Advisors
California
$23.3M -$2.96M -30,328 -11%
TAF
462
Tredje AP-fonden
Sweden
$23.2M +$404K +4,139 +2%
PVH
463
Psagot Value Holdings
Israel
$23.1M +$4.03M +41,252 +21%
MLL
464
Moody Lynn & Lieberson
Massachusetts
$23M -$503K -5,155 -2%
WTC
465
WhitTier Trust Company
Nevada
$22.8M +$355K +3,637 +2%
EWA
466
EP Wealth Advisors
California
$22.8M +$1.89M +19,383 +9%
FFIC
467
First Fiduciary Investment Counsel
Ohio
$22.7M +$2.23M +22,840 +11%
AHB
468
Abner Herrman & Brock
New Jersey
$22.7M +$291K +2,980 +1%
CRC
469
Curi RMB Capital
Illinois
$22.7M -$135K -1,382 -0.6%
MIH
470
Madison Investment Holdings
Wisconsin
$22.7M -$3.17M -32,463 -12%
Point72 Asset Management
471
Point72 Asset Management
Connecticut
$22.5M +$3.61M +37,000 +19%
PWP
472
Private Wealth Partners
California
$22.4M +$2.03M +20,838 +10%
CGH
473
Crossmark Global Holdings
Texas
$22.4M -$2.47M -25,319 -10%
Truist Financial
474
Truist Financial
North Carolina
$22.4M +$424K +4,347 +2%
ABTD
475
Arvest Bank Trust Division
Oklahoma
$22.3M -$35K -359 -0.2%
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