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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 %
RBA
626
Richard Bernstein Advisors
New York
$13.9M – – –
Wealthfront Advisers
627
Wealthfront Advisers
California
$13.7M +$13.7M +140,467 New
KIA
628
KCM Investment Advisors
California
$13.6M +$807K +8,267 +6%
IC
629
InterOcean Capital
Illinois
$13.6M +$7.04M +72,126 +107%
AFG
630
Albion Financial Group
Utah
$13.6M +$116K +1,193 +0.9%
CCMD
631
Cypress Capital Management (Delaware)
Delaware
$13.6M +$155K +1,587 +1%
GIM
632
Grassi Investment Management
California
$13.6M +$114K +1,169 +0.8%
11A
633
10-15 Associates
New York
$13.5M +$133K +1,362 +1%
DBT
634
Dubuque Bank & Trust
Iowa
$13.5M -$524K -5,366 -4%
CB
635
Chemical Bank
Michigan
$13.5M -$451K -4,616 -3%
WB
636
Webster Bank
Connecticut
$13.3M -$104K -1,061 -0.8%
BBA
637
BLB&B Advisors
Pennsylvania
$13.2M +$366K +3,754 +3%
CBB
638
Citizens Business Bank
California
$13.1M -$103K -1,056 -0.8%
RE
639
RBC Europe
United Kingdom
$13.1M -$109K -1,114 -0.8%
FAAS
640
First Allied Advisory Services
California
$13.1M +$264K +2,705 +2%
CCM
641
Cohen Capital Management
California
$13.1M +$105K +1,080 +0.8%
CF
642
CNA Financial
Illinois
$13M +$3.61M +37,000 +38%
JPMIA
643
J.P. Marvel Investment Advisors
Massachusetts
$13M +$13M +133,082 New
FCBT
644
First Citizens Bank & Trust
North Carolina
$13M +$253K +2,596 +2%
SB
645
Simmons Bank
Arkansas
$13M +$557K +5,707 +4%
SDJVC
646
St. Denis J. Villere & Co
Louisiana
$12.9M +$320K +3,280 +3%
TCM
647
Tufton Capital Management
Maryland
$12.9M +$138K +1,415 +1%
CNBT
648
Canandaigua National Bank & Trust
New York
$12.8M -$606K -6,204 -5%
PP
649
Patten & Patten
Tennessee
$12.8M -$10.5K -108 -0.1%
TCOV
650
Trust Company of Vermont
Vermont
$12.7M +$195K +1,997 +2%
24 25
26
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