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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 %
IA
501
Icon Advisers
Colorado
$24.5M -$2.71M -24,018 -10%
JIC
502
Johnson Investment Counsel
Ohio
$24.5M +$36.3K +322 +0.1%
BIM
503
Bridges Investment Management
Nebraska
$24.4M +$641K +5,684 +3%
EWA
504
EP Wealth Advisors
California
$24.2M +$1.1M +9,776 +5%
DRZID
505
DePrince Race & Zollo Inc (DRZ)
Florida
$24.1M -$107K -945 -0.4%
BHC
506
Bowen Hanes & Co
Florida
$24M +$21.4M +189,915 +847%
NIM
507
Northeast Investment Management
Massachusetts
$23.9M -$142K -1,255 -0.6%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$23.9M +$255K +2,264 +1%
SRC
509
Shufro Rose & Co
New York
$23.7M -$443K -3,928 -2%
FFIC
510
First Fiduciary Investment Counsel
Ohio
$23.7M -$285K -2,525 -1%
PWP
511
Private Wealth Partners
California
$23.6M +$409K +3,621 +2%
SI
512
Stephens Inc
Arkansas
$23.5M +$397K +3,515 +2%
TAM
513
Taurus Asset Management
New York
$23.4M -$84.6K -750 -0.4%
GC
514
Giverny Capital
Quebec, Canada
$23.3M +$21.7M +192,012 +1,301%
PMAM
515
Picton Mahoney Asset Management
Ontario, Canada
$23.2M -$1.73M -15,300 -7%
WAM
516
World Asset Management
Michigan
$23.2M -$447K -3,957 -2%
OPCM
517
Osborne Partners Capital Management
California
$23.1M -$278K -2,465 -1%
BB
518
Busey Bank
Illinois
$23.1M +$718K +6,361 +3%
EARNEST Partners
519
EARNEST Partners
Georgia
$22.8M -$357K -3,164 -2%
AA
520
Ancora Advisors
Ohio
$22.8M +$4.29M +38,031 +23%
AMI
521
Amica Mutual Insurance
Rhode Island
$22.7M – – –
B
522
Barings
North Carolina
$22.6M -$8.32M -73,750 -27%
CFG
523
Citizens Financial Group
Rhode Island
$22.5M -$4.44M -39,341 -16%
Cerity Partners
524
Cerity Partners
New York
$22.4M -$235K -2,080 -1%
HI
525
Honeywell International
North Carolina
$22.3M -$45.1K -400 -0.2%
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