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JPMorgan Chase
JPM

Overview Fund Activity

2,594 hedge funds and large institutions have $238B invested in JPMorgan Chase in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,184 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,594
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
56.23%
Holding in Top 10
529
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-17.6%
% of All Funds
11.47%
New
132
Increased
1,184
Reduced
1,022
Closed
92
Calls
$2.2B
Puts
$2.93B
Net Calls
-$735M
Net Calls Change
+$871M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$951M
2
BlackRock
BlackRock
New York
+$695M
3
Bank of America
Bank of America
North Carolina
+$491M
4
Capital World Investors
Capital World Investors
California
+$465M
5
UBS Group
UBS Group
Switzerland
+$396M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.27B
2
Boston Partners
Boston Partners
Massachusetts
-$994M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$757M
4
Ameriprise
Ameriprise
Minnesota
-$715M
5
Jennison Associates
Jennison Associates
New York
-$560M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
526
Advisors Capital Management
New Jersey
$19.2M -$200K -1,912 -1%
ESBC
527
E.S. Barr & Co
Kentucky
$19.2M -$229K -2,263 -1%
DJSG
528
D.J. St. Germain
Massachusetts
$19.1M +$16.1K +159 +0.1%
NFC
529
Northeast Financial Consultants
Connecticut
$19.1M +$2.89M +28,552 +18%
JCM
530
Janney Capital Management
Pennsylvania
$19M -$457K -4,519 -2%
GC
531
Guardian Capital
Ontario, Canada
$19M -$2.04M -20,146 -10%
SEC
532
Seven Eight Capital
New York
$18.9M +$18.9M +186,857 New
PCM
533
Palisade Capital Management
New Jersey
$18.9M -$3.93M -38,802 -17%
MG
534
Markel Group
Virginia
$18.8M +$319K +3,150 +2%
Daiwa Securities Group
535
Daiwa Securities Group
Japan
$18.7M -$1.2M -11,874 -6%
DWM
536
Doyle Wealth Management
Florida
$18.6M -$295K -2,624 -2%
OPCM
537
Osborne Partners Capital Management
California
$18.6M -$2.28M -22,499 -11%
ACI
538
Alpha Cubed Investments
California
$18.6M +$917K +9,060 +5%
CTC
539
Central Trust Company
Missouri
$18.6M +$270K +2,664 +1%
ACM
540
Azimuth Capital Management
Michigan
$18.5M -$254K -2,513 -1%
GAI
541
General American Investors
New York
$18.5M – – –
CC
542
Cadinha & Co
Hawaii
$18.4M +$3.77M +37,209 +26%
TAM
543
Tiverton Asset Management
Delaware
$18.3M +$7.58M +74,847 +70%
FBP
544
Flippin Bruce & Porter
Virginia
$18.3M +$369K +3,645 +2%
SIC
545
Salem Investment Counselors
North Carolina
$18.2M -$717K -6,355 -4%
BCM
546
Bridgeway Capital Management
Texas
$18.2M -$30.4K -300 -0.2%
MIM
547
Marco Investment Management
Georgia
$18.1M -$421K -4,161 -2%
VCM
548
Vigilant Capital Management
Maine
$18.1M +$1.29M +12,775 +8%
Cerity Partners
549
Cerity Partners
New York
$18.1M -$3.38M -33,435 -16%
CAM
550
Carret Asset Management
New York
$18.1M -$212K -2,093 -1%
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