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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 %
MIM
551
Marco Investment Management
Georgia
$20.7M -$191K -1,689 -0.9%
Man Group
552
Man Group
United Kingdom
$20.7M -$10.2M -90,166 -33%
ATC
553
Argent Trust Co
Tennessee
$20.7M -$268K -2,392 -1%
SFA
554
Spectrum Financial Alliance
Kentucky
$20.7M -$43.6K -386 -0.2%
ACI
555
Alpha Cubed Investments
California
$20.7M +$1.09M +10,055 +6%
MG
556
Markel Group
Virginia
$20.7M – – –
PAM
557
Private Asset Management
California
$20.6M -$414K -3,672 -2%
MAM
558
Majedie Asset Management
United Kingdom
$20.6M -$3.07M -27,205 -13%
QAM
559
QCI Asset Management
New York
$20.6M +$45.9K +407 +0.2%
CTA
560
Chesley Taft & Associates
Illinois
$20.6M +$86.5K +767 +0.4%
BVDMP
561
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$20.5M -$3.27M -29,000 -14%
APFBOT
562
Amica Pension Fund Board of Trustees
Rhode Island
$20.5M – – –
CAM
563
Carret Asset Management
New York
$20.4M -$373K -3,304 -2%
Pacer Advisors
564
Pacer Advisors
Pennsylvania
$20.4M +$2.33M +20,683 +13%
CTC
565
Central Trust Company
Missouri
$20.4M +$139K +1,233 +0.7%
Daiwa Securities Group
566
Daiwa Securities Group
Japan
$20.3M -$99.8K -884 -0.5%
CS
567
Central Securities
New York
$20.3M – – –
II
568
IFM Investors
Australia
$20.3M +$2.75M +24,335 +16%
WIA
569
Wealthstreet Investment Advisors
Texas
$20.2M -$134K -1,189 -0.7%
NAM
570
NorthCoast Asset Management
Connecticut
$20.2M -$33.4K -296 -0.2%
ACM
571
Advisors Capital Management
New Jersey
$20.1M -$20.7K -183 -0.1%
Cohen & Steers
572
Cohen & Steers
New York
$20.1M -$1M -8,864 -5%
CA
573
Clearstead Advisors
Ohio
$20M +$191K +1,690 +1%
BCAM
574
Boston Common Asset Management
Massachusetts
$20M -$3.23M -28,599 -14%
LBC
575
Lowe Brockenbrough & Co
Virginia
$20M +$84.9K +752 +0.4%
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