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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 %
MCM
476
MAI Capital Management
Ohio
$22.3M -$207K -2,117 -0.9%
JIC
477
Johnson Investment Counsel
Ohio
$22.3M +$1.09M +11,152 +5%
CS
478
Cannell & Spears
New York
$22.3M -$2.27M -23,243 -9%
ONB
479
Old National Bancorp
Indiana
$22.1M -$440K -4,509 -2%
HW
480
Hancock Whitney
Mississippi
$22.1M -$225K -2,301 -1%
CSIC
481
Clifford Swan Investment Counsel
California
$22.1M +$383K +3,922 +2%
DG
482
Delek Group
Israel
$22.1M +$22.1M +220,347 New
PCM
483
Palisade Capital Management
New Jersey
$22M -$1.14M -11,688 -5%
Victory Capital Management
484
Victory Capital Management
Texas
$22M -$1.27M -12,969 -5%
MCTIC
485
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$21.9M -$135K -1,378 -0.6%
TAM
486
Taurus Asset Management
New York
$21.7M +$1.49M +15,215 +7%
SAM
487
Silvercrest Asset Management
New York
$21.7M +$90.4K +926 +0.4%
SIM
488
Sentry Investment Management
Wisconsin
$21.6M -$555K -5,685 -3%
ELI
489
Empire Life Investments
Ontario, Canada
$21.6M -$137K -1,405 -0.6%
LA
490
Linden Advisors
New York
$21.5M +$21.5M +220,000 New
BPB
491
Badgley, Phelps & Bell
Washington
$21.4M -$167K -1,707 -0.8%
BB
492
Busey Bank
Illinois
$21.1M +$1.07M +11,009 +5%
IA
493
Icon Advisers
Colorado
$21M -$205K -2,100 -1%
M2MC
494
Matthew 25 Management Corp
Pennsylvania
$21M -$1.22M -12,500 -5%
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$20.9M +$201K +2,061 +1%
Cerity Partners
496
Cerity Partners
New York
$20.7M +$1.33M +13,600 +7%
SFM
497
Soros Fund Management
New York
$20.7M -$5.47M -56,080 -21%
ST
498
Sabal Trust
Florida
$20.7M -$2.48M -25,400 -11%
CIC
499
Carnegie Investment Counsel
Ohio
$20.6M -$1.4M -14,301 -6%
SPIA
500
Steward Partners Investment Advisory
New York
$20.6M +$1.78M +18,251 +9%
18 19
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