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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 %
TYCC
651
Texas Yale Capital Corp
Florida
$12.7M +$215K +2,202 +2%
VC
652
Vestor Capital
Illinois
$12.6M +$895K +9,171 +8%
SM
653
Salzhauer Michael
$12.6M +$6.86M +70,222 +119%
MC
654
Middleton & Co
Massachusetts
$12.6M -$19.5K -200 -0.2%
CA
655
Callahan Advisors
Texas
$12.5M +$25.7K +263 +0.2%
EWM
656
Endurance Wealth Management
Rhode Island
$12.5M -$781 -8 -0%
OI
657
Oakbrook Investments
Illinois
$12.4M -$2.11M -21,615 -14%
FLPIM
658
F.L. Putnam Investment Management
Massachusetts
$12.4M -$292K -2,988 -2%
EWM
659
Evercore Wealth Management
New York
$12.4M -$21.7K -222 -0.2%
NB
660
NBT Bank
New York
$12.4M -$246K -2,521 -2%
CWM
661
Calamos Wealth Management
Illinois
$12.4M -$453K -4,639 -4%
PNAA
662
Pictet North America Advisors
Switzerland
$12.4M -$116K -1,189 -0.9%
RC
663
RBO & Co
California
$12.3M +$181K +1,852 +1%
TSW
664
Thompson Siegel & Walmsley
Virginia
$12.3M -$610K -6,250 -5%
KA
665
KLCM Advisors
Wisconsin
$12.2M +$328K +3,359 +3%
Capital Fund Management (CFM)
666
Capital Fund Management (CFM)
France
$12.2M -$54.6M -558,971 -82%
AF
667
Alerus Financial
North Dakota
$12.1M +$1.22M +12,537 +11%
Ninety One (UK)
668
Ninety One (UK)
United Kingdom
$12.1M +$12.1M +123,434 New
RI
669
Redwood Investments
Massachusetts
$11.9M -$41.5K -425 -0.3%
Jane Street
670
Jane Street
New York
$11.9M +$627K +6,419 +6%
FMII
671
Farmers & Merchants Investments Inc
Nebraska
$11.9M +$148K +1,514 +1%
I
672
IberiaBank
Louisiana
$11.9M +$408K +4,176 +4%
FFA
673
First Foundation Advisors
California
$11.8M +$900K +9,223 +8%
CA
674
Cullinan Associates
Kentucky
$11.8M -$1.51M -15,513 -11%
MERSOM
675
Municipal Employees' Retirement System of Michigan
Michigan
$11.7M +$11.7M +119,970 New
25 26
27
28 29