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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 %
CCM
651
Cohen Capital Management
California
$15M – – –
NIPH
652
NN Investment Partners Holdings
Netherlands
$14.9M -$859K -7,612 -5%
TSW
653
Thompson Siegel & Walmsley
Virginia
$14.9M -$5.64K -50 -0%
BBA
654
BLB&B Advisors
Pennsylvania
$14.9M -$40.6K -360 -0.3%
KIA
655
KCM Investment Advisors
California
$14.8M +$94.1K +834 +0.6%
CWM
656
Calamos Wealth Management
Illinois
$14.8M -$765K -6,777 -5%
FAAS
657
First Allied Advisory Services
California
$14.8M +$546K +4,842 +4%
PP
658
Patten & Patten
Tennessee
$14.8M -$1.02K -9 -0%
QIM
659
Quest Investment Management
Oregon
$14.8M -$15.6K -138 -0.1%
TCM
660
Tufton Capital Management
Maryland
$14.7M -$747K -6,623 -5%
FLPIM
661
F.L. Putnam Investment Management
Massachusetts
$14.7M +$91.5K +811 +0.6%
FCBT
662
First Citizens Bank & Trust
North Carolina
$14.7M -$708K -6,271 -5%
W
663
Wealthfront
California
$14.7M +$529K +4,691 +4%
NB
664
NBT Bank
New York
$14.6M -$896K -7,942 -6%
SDJVC
665
St. Denis J. Villere & Co
Louisiana
$14.6M +$694K +6,150 +5%
MC
666
Middleton & Co
Massachusetts
$14.5M +$243K +2,150 +2%
TCOV
667
Trust Company of Vermont
Vermont
$14.5M +$210K +1,857 +1%
EWM
668
Endurance Wealth Management
Rhode Island
$14.4M -$218K -1,935 -1%
TYCC
669
Texas Yale Capital Corp
Florida
$14.4M +$564 +5 +0%
PNAA
670
Pictet North America Advisors
Switzerland
$14.4M -$1.37M -12,163 -9%
CA
671
Callahan Advisors
Texas
$14.4M -$29.2K -259 -0.2%
EWM
672
Evercore Wealth Management
New York
$14.4M +$144K +1,278 +1%
SB
673
Simmons Bank
Arkansas
$14.3M +$5.14M +45,571 +56%
HSA
674
HBK Sorce Advisory
Pennsylvania
$14.2M +$1.47K +13 +0%
CWM
675
Cornerstone Wealth Management
Missouri
$14.2M -$6.33M -610,432 -31%
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