JPM icon

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 %
RIG
601
Roosevelt Investment Group
New York
$15M +$84.3K +864 +0.6%
LG
602
LaFleur & Godfrey
Michigan
$14.9M -$151K -1,551 -1%
HCMNY
603
Howard Capital Management (New York)
New York
$14.8M +$110K +1,122 +0.7%
MI
604
Markston International
New York
$14.7M +$61.5K +630 +0.4%
FAB
605
First American Bank
Illinois
$14.7M +$90.7K +929 +0.6%
RMC
606
Resources Management Corp
Connecticut
$14.6M -$829K -8,489 -5%
RGI
607
River Global Investors
United Kingdom
$14.6M +$3.06M +31,335 +27%
RCM
608
Rockshelter Capital Management
Pennsylvania
$14.6M -$1.4M -14,378 -9%
WAM
609
Wilsey Asset Management
California
$14.6M +$272K +2,806 +2%
TM
610
Tiger Management
New York
$14.6M -$4.31M -44,110 -23%
RCM
611
Redwood Capital Management
New York
$14.5M -$14.7M -151,000 -50%
HSA
612
HBK Sorce Advisory
Pennsylvania
$14.4M +$2.14M +21,944 +17%
PCM
613
Parsons Capital Management
Rhode Island
$14.4M +$123K +1,258 +0.9%
NCM
614
Noesis Capital Mangement
Florida
$14.4M -$158K -1,614 -1%
KWILP
615
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.3M -$2.11M -21,599 -13%
JIM
616
Jupiter Investment Management
United Kingdom
$14.2M -$234K -2,392 -2%
BUB
617
BBVA USA Bancshares
Texas
$14.2M -$759K -7,771 -5%
QIM
618
Quest Investment Management
Oregon
$14.2M +$1.39M +14,191 +11%
SVC
619
Strycker View Capital
New York
$14.2M -$1.6M -16,440 -10%
SCA
620
Stillwater Capital Advisors
Pennsylvania
$14.2M -$358K -3,665 -2%
KRS
621
Kentucky Retirement Systems
Kentucky
$14.1M +$149K +1,526 +1%
CC
622
Cadinha & Co
Hawaii
$14.1M +$63.7K +653 +0.5%
HR
623
Howe & Rusling
New York
$14M -$480K -4,915 -3%
FAM
624
Fred Alger Management
New York
$14M -$84.7M -867,473 -86%
CCP
625
Clough Capital Partners
Massachusetts
$13.9M -$14.2M -145,300 -51%
23 24
25
26 27