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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 %
ELC
526
Edgar Lomax Company
Virginia
$22.2M -$756K -6,700 -3%
LSERS
527
Louisiana State Employees Retirement System
Louisiana
$22.2M -$418K -3,700 -2%
NRS
528
Neville Rodie & Shaw
New York
$22.2M -$94K -833 -0.4%
JCM
529
Janney Capital Management
Pennsylvania
$22.1M -$469K -4,156 -2%
SYBT
530
Stock Yards Bank & Trust
Kentucky
$22.1M +$267K +2,370 +1%
PVH
531
Psagot Value Holdings
Israel
$22.1M -$327K -2,900 -1%
Point72 Asset Management
532
Point72 Asset Management
Connecticut
$21.9M +$6.06M +53,700 +38%
MME
533
Meag Munich Ergo
Germany
$21.8M -$2.61M -22,891 -11%
TM
534
Tiger Management
New York
$21.8M -$3.62M -32,050 -14%
SPIA
535
Steward Partners Investment Advisory
New York
$21.8M +$3.5M +30,989 +19%
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$21.7M -$591K -5,253 -3%
Loomis, Sayles & Company
537
Loomis, Sayles & Company
Massachusetts
$21.7M -$45.5M -402,930 -68%
DDPIC
538
Deroy & Devereaux Private Investment Counsel
Michigan
$21.7M +$125K +1,106 +0.6%
Impax Asset Management Group
539
Impax Asset Management Group
United Kingdom
$21.6M +$21.6M +191,818 New
BCM
540
Barometer Capital Management
Ontario, Canada
$21.6M +$11.8M +104,585 +121%
MIFH
541
Migdal Insurance & Financial Holdings
Israel
$21.5M -$2.8M -24,825 -12%
CCM
542
Covington Capital Management
California
$21.4M -$310K -2,745 -1%
GAI
543
General American Investors
New York
$21.3M -$1.82M -16,100 -8%
WIC
544
Willis Investment Counsel
Georgia
$21.1M +$282K +2,500 +1%
DJSG
545
D.J. St. Germain
Massachusetts
$21M +$185K +1,640 +0.9%
ACM
546
Azimuth Capital Management
Michigan
$21M +$362K +3,208 +2%
CCM
547
Chilton Capital Management
Texas
$21M +$127K +1,125 +0.6%
ESBC
548
E.S. Barr & Co
Kentucky
$21M -$250K -2,219 -1%
BCM
549
Bridgeway Capital Management
Texas
$20.9M – – –
RMDI
550
R.M. Davis Inc
Maine
$20.8M +$2M +17,728 +11%
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