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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 %
RMC
601
Resources Management Corp
Connecticut
$17.9M +$17.9M +158,269 New
FNT
602
First National Trust
Pennsylvania
$17.8M +$112K +992 +0.6%
NA
603
NewEdge Advisors
Louisiana
$17.8M +$2.04M +18,088 +13%
FANJ
604
Financial Architects (New Jersey)
New Jersey
$17.8M +$36.3K +322 +0.2%
GMI
605
Greystone Managed Investments
Saskatchewan, Canada
$17.5M -$595K -5,272 -3%
RIL
606
Rothschild Investment LLC
Illinois
$17.5M -$131K -1,159 -0.7%
PFP
607
Pinnacle Financial Partners
Tennessee
$17.5M +$762K +6,753 +5%
BPC
608
Banque Pictet & Cie
Switzerland
$17.4M -$2.86M -25,387 -14%
LG
609
LaFleur & Godfrey
Michigan
$17.4M -$79.6K -705 -0.5%
BUB
610
BBVA USA Bancshares
Texas
$17.3M -$152K -1,343 -0.9%
V
611
Veritable
Delaware
$17.3M +$109K +970 +0.6%
RIG
612
Roosevelt Investment Group
New York
$17.2M +$278K +2,468 +2%
SSWM
613
Smith Salley Wealth Management
North Carolina
$17.1M +$132K +1,171 +0.8%
DGHMC
614
Dalton, Greiner, Hartman, Maher & Co
New York
$17.1M -$1.32M -11,716 -7%
CIS
615
Connors Investor Services
Pennsylvania
$17.1M +$1.54M +13,665 +10%
MI
616
Markston International
New York
$17M -$157K -1,389 -0.9%
HCMNY
617
Howard Capital Management (New York)
New York
$16.9M +$340K +3,017 +2%
FAB
618
First American Bank
Illinois
$16.9M +$16.9M +149,927 New
OI
619
Oakbrook Investments
Illinois
$16.8M +$201K +1,780 +1%
HR
620
Howe & Rusling
New York
$16.8M +$27.1K +240 +0.2%
NCM
621
Noesis Capital Mangement
Florida
$16.8M -$414K -3,666 -2%
SCA
622
Stillwater Capital Advisors
Pennsylvania
$16.8M +$174K +1,538 +1%
ECA
623
Endeavour Capital Advisors
Connecticut
$16.8M -$4.39M -38,907 -21%
JIM
624
Jupiter Investment Management
United Kingdom
$16.7M -$14.5M -128,353 -46%
WAM
625
Wilsey Asset Management
California
$16.7M +$61.4K +542 +0.4%
23 24
25
26 27