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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 %
CCMIC
576
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16.4M +$681K +6,977 +4%
PP
577
Paloma Partners
Connecticut
$16.4M -$22M -224,921 -57%
SIC
578
Salem Investment Counselors
North Carolina
$16.3M +$620K +6,355 +4%
VCM
579
Vigilant Capital Management
Maine
$16.2M +$15.7M +161,266 +3,249%
AP
580
Appleton Partners
Massachusetts
$16.2M +$6.35K +65 +0%
FNT
581
First National Trust
Pennsylvania
$16.2M +$774K +7,927 +5%
SCM
582
Shelton Capital Management
Colorado
$16.2M +$4.28M +43,801 +36%
BVDMP
583
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$16.1M -$1.66M -17,000 -9%
MYAM
584
Meiji Yasuda Asset Management
Japan
$15.8M -$481K -4,926 -3%
BPC
585
Banque Pictet & Cie
Switzerland
$15.8M +$743K +7,611 +5%
BCM
586
BTR Capital Management
California
$15.8M -$543K -5,560 -3%
AMI
587
Amica Mutual Insurance
Rhode Island
$15.7M -$3.92M -40,179 -20%
NFC
588
Northeast Financial Consultants
Connecticut
$15.7M +$13.5M +138,622 +637%
MAM
589
Majedie Asset Management
United Kingdom
$15.6M -$2.58M -25,883 -14%
SSB
590
Sandy Spring Bank
Maryland
$15.6M -$447K -4,579 -3%
V
591
Veritable
Delaware
$15.6M +$674K +6,908 +5%
AAIM
592
American Assets Investment Management
California
$15.6M – – –
BCAM
593
Boston Common Asset Management
Massachusetts
$15.5M -$1.75M -17,914 -10%
RIL
594
Rothschild Investment LLC
Illinois
$15.5M +$368K +3,773 +2%
GI
595
Gavea Investimentos
Brazil
$15.4M +$15.4M +158,000 New
FANJ
596
Financial Architects (New Jersey)
New Jersey
$15.4M +$54.4K +557 +0.4%
FSA
597
Franklin Street Advisors
North Carolina
$15.4M -$645K -6,610 -4%
SSWM
598
Smith Salley Wealth Management
North Carolina
$15.1M +$316K +3,237 +2%
CIS
599
Connors Investor Services
Pennsylvania
$15.1M +$355K +3,635 +2%
GMI
600
Greystone Managed Investments
Saskatchewan, Canada
$15M -$168K -1,717 -1%
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