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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 %
CTA
476
Carillon Tower Advisers
Florida
$26.4M -$530K -4,697 -2%
CRC
477
Curi RMB Capital
Illinois
$26.4M +$214K +1,900 +0.8%
TAF
478
Tredje AP-fonden
Sweden
$26.3M -$7.67M -67,932 -23%
ONB
479
Old National Bancorp
Indiana
$26.1M -$1.35M -11,964 -5%
MCM
480
MAI Capital Management
Ohio
$26M -$6.09K -54 -0%
WTC
481
WhitTier Trust Company
Nevada
$26M +$124K +1,102 +0.5%
AHB
482
Abner Herrman & Brock
New Jersey
$25.9M +$832K +7,377 +3%
ABTD
483
Arvest Bank Trust Division
Oklahoma
$25.9M -$415K -3,678 -2%
Mariner
484
Mariner
Kansas
$25.8M +$739K +6,548 +3%
HW
485
Hancock Whitney
Mississippi
$25.8M +$22.3M +197,686 +637%
M2MC
486
Matthew 25 Management Corp
Pennsylvania
$25.7M -$282K -2,500 -1%
SIM
487
Sentry Investment Management
Wisconsin
$25.6M -$327K -2,895 -1%
CIM
488
Courant Investment Management
Tennessee
$25.6M – – –
MCTIC
489
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$25.4M -$70.6K -626 -0.3%
Truist Financial
490
Truist Financial
North Carolina
$25.4M +$282K +2,496 +1%
HP
491
Hosking Partners
United Kingdom
$25.3M -$706K -6,261 -3%
BAPIM
492
British Airways Pensions Investment Management
United Kingdom
$25.3M – – –
ELI
493
Empire Life Investments
Ontario, Canada
$25.1M -$701K -6,216 -3%
CSIC
494
Clifford Swan Investment Counsel
California
$25.1M -$105K -932 -0.4%
Jacobs Levy Equity Management
495
Jacobs Levy Equity Management
New Jersey
$25M -$20.9M -184,979 -45%
PAG
496
Private Advisor Group
New Jersey
$25M +$7.34M +65,087 +42%
BPB
497
Badgley, Phelps & Bell
Washington
$25M +$660K +5,848 +3%
SAM
498
Silvercrest Asset Management
New York
$25M -$1.29M -11,417 -5%
GC
499
Guardian Capital
Ontario, Canada
$24.9M +$665K +5,889 +3%
CIC
500
Carnegie Investment Counsel
Ohio
$24.8M -$1.31M -11,957 -5%
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