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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 %
CHCM
626
Columbus Hill Capital Management
New Jersey
$16.6M +$16.6M +147,000 New
PCM
627
Parsons Capital Management
Rhode Island
$16.5M +$122K +1,085 +0.7%
SCM
628
SKBA Capital Management
California
$16.4M -$56.4K -500 -0.3%
CC
629
Cadinha & Co
Hawaii
$16.2M -$60.5K -536 -0.4%
DBT
630
Dubuque Bank & Trust
Iowa
$16.2M +$81.9K +726 +0.5%
KRS
631
Kentucky Retirement Systems
Kentucky
$16.2M -$162K -1,434 -1%
IEFM
632
IQ EQ Fund Management
Ireland
$16.1M -$5.07M -43,254 -24%
CB
633
Chemical Bank
Michigan
$16.1M -$58.8K -521 -0.4%
RBA
634
Richard Bernstein Advisors
New York
$16M -$1.09M -9,622 -6%
JG
635
Jefferies Group
New York
$15.9M +$14.3M +126,881 +887%
CCM
636
Cadence Capital Management
Massachusetts
$15.9M -$277K -2,452 -2%
GGHC
637
Gilder Gagnon Howe & Co
New York
$15.9M +$15.9M +140,660 New
Verition Fund Management
638
Verition Fund Management
Connecticut
$15.6M +$5.52M +48,955 +55%
AFG
639
Albion Financial Group
Utah
$15.6M +$113K +999 +0.7%
GIM
640
Grassi Investment Management
California
$15.5M +$113K +1,002 +0.7%
CNBT
641
Canandaigua National Bank & Trust
New York
$15.5M -$186K -1,648 -1%
CCMD
642
Cypress Capital Management (Delaware)
Delaware
$15.5M -$151K -1,335 -1%
TEC
643
Tiger Eye Capital
Tennessee
$15.5M -$1.08M -9,598 -7%
11A
644
10-15 Associates
New York
$15.5M -$1.58M -13,979 -9%
GC
645
GMT Capital
Georgia
$15.5M -$10.5M -93,020 -40%
WB
646
Webster Bank
Connecticut
$15.4M +$193K +1,713 +1%
CA
647
Cullinan Associates
Kentucky
$15.4M +$87.3K +774 +0.6%
LMGAM
648
Liberty Mutual Group Asset Management
Massachusetts
$15.4M – – –
CBB
649
Citizens Business Bank
California
$15.3M -$86.2K -764 -0.6%
RE
650
RBC Europe
United Kingdom
$15.3M +$238K +2,106 +2%
24 25
26
27 28