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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 %
JCM
526
Janney Capital Management
Pennsylvania
$18.8M -$331K -3,386 -2%
ATC
527
Argent Trust Co
Tennessee
$18.7M +$699K +7,158 +4%
Impax Asset Management Group
528
Impax Asset Management Group
United Kingdom
$18.7M – – –
ESBC
529
E.S. Barr & Co
Kentucky
$18.7M +$569K +5,826 +3%
WIA
530
Wealthstreet Investment Advisors
Texas
$18.7M +$62.3K +600 +0.3%
CCM
531
Chilton Capital Management
Texas
$18.4M +$280K +2,871 +2%
DJSG
532
D.J. St. Germain
Massachusetts
$18.4M +$231K +2,371 +1%
FQ
533
First Quadrant
California
$18.4M -$14.6M -149,290 -44%
ECA
534
Endeavour Capital Advisors
Connecticut
$18.2M +$3.66M +37,452 +25%
QI
535
QS Investors
New York
$18.1M -$19.4M -198,224 -52%
ACM
536
Advisors Capital Management
New Jersey
$18.1M +$668K +6,847 +4%
ACM
537
Azimuth Capital Management
Michigan
$18M -$132K -1,356 -0.7%
CTA
538
Chesley Taft & Associates
Illinois
$18M +$196K +2,010 +1%
MIM
539
Marco Investment Management
Georgia
$17.9M -$58.5K -599 -0.3%
MG
540
Markel Group
Virginia
$17.9M – – –
GAI
541
General American Investors
New York
$17.8M -$644K -6,600 -3%
NIPH
542
NN Investment Partners Holdings
Netherlands
$17.8M +$4.83M +49,453 +37%
COPPSERS
543
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.7M -$9.21M -94,384 -34%
APFBOT
544
Amica Pension Fund Board of Trustees
Rhode Island
$17.7M – – –
BIAS
545
Beacon Investment Advisory Services
New Jersey
$17.7M +$666K +6,826 +4%
CAM
546
Carret Asset Management
New York
$17.6M -$14.8K -152 -0.1%
CTC
547
Central Trust Company
Missouri
$17.6M +$38.4K +393 +0.2%
CS
548
Central Securities
New York
$17.6M – – –
BCM
549
Bridgeway Capital Management
Texas
$17.5M -$552K -5,650 -3%
NRS
550
Neville Rodie & Shaw
New York
$17.5M -$1.63M -16,655 -8%
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