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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 %
BFS
576
Baskin Financial Services
Ontario, Canada
$19.9M +$236K +2,088 +1%
EGA
577
Eagle Global Advisors
Texas
$19.8M -$8.91K -79 -0%
Credit Agricole
578
Credit Agricole
France
$19.8M +$1.65M +14,606 +9%
BDS
579
Banco de Sabadell
Florida
$19.7M +$5.44M +47,938 +38%
HCM
580
Hilton Capital Management
New York
$19.7M +$1.02M +9,015 +5%
BIAS
581
Beacon Investment Advisory Services
New Jersey
$19.6M -$390K -3,458 -2%
MSR
582
Main Street Research
Connecticut
$19.4M +$788K +6,983 +4%
HJGA
583
Hardman Johnston Global Advisors
Connecticut
$19.2M -$429K -3,800 -2%
FNBT
584
FineMark National Bank & Trust
Florida
$19.1M -$1.2M -10,666 -6%
SWP
585
Stratos Wealth Partners
Ohio
$19.1M -$564 -5 -0%
FBP
586
Flippin Bruce & Porter
Virginia
$19M -$187K -1,661 -1%
LS
587
Livforsakringsbolaget Skandia
Sweden
$19M -$6.45M -57,200 -25%
KWILP
588
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.9M -$179K -1,586 -0.9%
BCM
589
BTR Capital Management
California
$18.9M -$143K -1,268 -0.8%
MYAM
590
Meiji Yasuda Asset Management
Japan
$18.8M +$152K +1,350 +0.8%
DWM
591
Doyle Wealth Management
Florida
$18.7M +$101K +897 +0.5%
SC
592
SouthState Corp
Florida
$18.7M +$216K +1,913 +1%
AP
593
Appleton Partners
Massachusetts
$18.7M +$254K +2,249 +1%
SSB
594
Sandy Spring Bank
Maryland
$18.6M +$92.6K +821 +0.5%
FSA
595
Franklin Street Advisors
North Carolina
$18.5M -$471K -4,177 -2%
RCM
596
Rockshelter Capital Management
Pennsylvania
$18.5M -$869K -7,701 -4%
AAIM
597
American Assets Investment Management
California
$18.3M – – –
SVC
598
Strycker View Capital
New York
$18.2M -$702K -6,221 -4%
CCMIC
599
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$18.2M +$558K +4,945 +3%
SIC
600
Salem Investment Counselors
North Carolina
$18.2M +$41.9K +371 +0.2%
22 23
24
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