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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 %
BHC
501
Bowen Hanes & Co
Florida
$20.6M -$132K -1,355 -0.6%
DRZID
502
DePrince Race & Zollo Inc (DRZ)
Florida
$20.4M -$431K -4,410 -2%
AA
503
Ancora Advisors
Ohio
$20.3M +$611K +6,261 +3%
GC
504
Guardian Capital
Ontario, Canada
$20.3M -$1.29M -13,187 -6%
SRC
505
Shufro Rose & Co
New York
$20.3M -$251K -2,572 -1%
WIC
506
Willis Investment Counsel
Georgia
$20.1M +$1.88M +19,300 +10%
NC
507
Nicholas Company
Wisconsin
$20.1M +$12.7M +130,120 +171%
NIM
508
Northeast Investment Management
Massachusetts
$20.1M -$577K -5,908 -3%
OPCM
509
Osborne Partners Capital Management
California
$20.1M +$104K +1,067 +0.5%
AIM
510
Avity Investment Management
Connecticut
$20.1M +$7.94M +81,380 +65%
CEP
511
Chicago Equity Partners
Illinois
$20.1M -$4.13M -42,305 -17%
PAG
512
Private Advisor Group
New Jersey
$20M -$1.62M -16,566 -7%
EARNEST Partners
513
EARNEST Partners
Georgia
$19.7M -$46.2K -473 -0.2%
QAM
514
QCI Asset Management
New York
$19.6M +$1.83M +18,747 +10%
RMDI
515
R.M. Davis Inc
Maine
$19.5M +$1.53M +15,687 +9%
HI
516
Honeywell International
North Carolina
$19.3M +$48.8K +500 +0.3%
ELC
517
Edgar Lomax Company
Virginia
$19.3M +$68.3K +700 +0.4%
Daiwa Securities Group
518
Daiwa Securities Group
Japan
$19.2M +$1.58M +16,136 +9%
SYBT
519
Stock Yards Bank & Trust
Kentucky
$19.1M +$31.9K +327 +0.2%
CFG
520
Citizens Financial Group
Rhode Island
$19.1M -$325K -3,328 -2%
II
521
IFM Investors
Australia
$19.1M +$1.56M +16,004 +9%
WAM
522
World Asset Management
Michigan
$19.1M -$936K -9,586 -5%
DDPIC
523
Deroy & Devereaux Private Investment Counsel
Michigan
$19M +$285K +2,917 +2%
CCM
524
Covington Capital Management
California
$18.9M +$403K +4,133 +2%
Two Sigma Investments
525
Two Sigma Investments
New York
$18.8M -$96.2M -985,496 -84%
19 20
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