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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 %
OAM
551
Origin Asset Management
United Kingdom
$17.4M -$5.84M -59,850 -25%
SFA
552
Spectrum Financial Alliance
Kentucky
$17.4M -$302K -3,126 -2%
CA
553
Clearstead Advisors
Ohio
$17.4M +$41.2K +422 +0.2%
SC
554
SouthState Corp
Florida
$17.4M +$1.39M +14,422 +9%
PAM
555
Private Asset Management
California
$17.3M -$511K -5,231 -3%
EGA
556
Eagle Global Advisors
Texas
$17.3M +$205K +2,096 +1%
FBP
557
Flippin Bruce & Porter
Virginia
$17.3M +$866K +8,872 +5%
LBC
558
Lowe Brockenbrough & Co
Virginia
$17.3M +$41K +420 +0.2%
CIM
559
Courant Investment Management
Tennessee
$17.2M -$4.88M -50,000 -22%
FNBT
560
FineMark National Bank & Trust
Florida
$17.2M +$656K +6,722 +4%
BFS
561
Baskin Financial Services
Ontario, Canada
$17.1M -$98K -1,004 -0.6%
Cohen & Steers
562
Cohen & Steers
New York
$17M -$335K -3,429 -2%
ACI
563
Alpha Cubed Investments
California
$17M -$1.68M -17,250 -9%
LSERS
564
Louisiana State Employees Retirement System
Louisiana
$17M -$2.18M -22,300 -11%
Jacobs Levy Equity Management
565
Jacobs Levy Equity Management
New Jersey
$17M -$4.67M -47,830 -22%
BDS
566
Banco de Sabadell
Florida
$16.9M +$95.2K +980 +0.6%
B
567
Barings
North Carolina
$16.8M -$2.74M -28,086 -14%
NAM
568
NorthCoast Asset Management
Connecticut
$16.8M -$696K -7,132 -4%
HJGA
569
Hardman Johnston Global Advisors
Connecticut
$16.6M -$17.6K -180 -0.1%
PFP
570
Pinnacle Financial Partners
Tennessee
$16.5M +$1.41M +14,425 +9%
SWP
571
Stratos Wealth Partners
Ohio
$16.5M +$49.3K +505 +0.3%
Credit Agricole
572
Credit Agricole
France
$16.5M -$609K -6,235 -4%
ALAM
573
Asahi Life Asset Management
Japan
$16.4M +$16.4M +168,404 New
LS
574
Livforsakringsbolaget Skandia
Sweden
$16.4M – – –
DWM
575
Doyle Wealth Management
Florida
$16.4M +$233K +2,388 +1%
21 22
23
24 25