JPMorgan Chase
JPM
2,450 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, 969 increasing their positions, 1,094 reducing their positions, and 67 closing their positions.
46% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 67
8% more capital invested
Capital invested by funds: $257B → $276B (+$19.8B)
3% more funds holding in top 10
Funds holding in top 10: 626 → 646 (+20)
1% more funds holding
Funds holding: 2,437 → 2,450 (+13)
0.43% more ownership
Funds ownership: 72.46% → 72.89% (+0.43%)
11% less repeat investments, than reductions
Existing positions increased: 969 | Existing positions reduced: 1,094
38% less call options, than puts
Call options by funds: $2.45B | Put options by funds: $3.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$4.05B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$828M |
| 3 |
Morgan Stanley
New York
|
+$369M |
| 4 |
State Street
Boston,
Massachusetts
|
+$269M |
| 5 |
Renaissance Technologies
New York
|
+$233M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$753M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$718M |
| 3 |
BlackRock
New York
|
-$630M |
| 4 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$551M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$503M |
JPM Hedge Fund Activity: Q3 2018 in Review
2,450 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2018, worth a combined $276B — up 7.7% from $257B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new JPM positions and 67 closed out — a net gain of 31 holders — while 969 added to existing stakes and 1,094 trimmed.
The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $4.05B. The largest seller was Fidelity Investments, cutting an estimated $753M.
- 2,450 institutional investors held JPMorgan Chase (JPM) as of Q3 2018, up from 2,437 in Q2 2018.
- Funds reported $276B of JPMorgan Chase stock for Q3 2018, up 7.7% quarter-over-quarter.
- 98 funds opened new JPMorgan Chase positions in Q3 2018 and 67 closed out, a net change of +31 holders.
- The largest JPMorgan Chase buyer in Q3 2018 was Berkshire Hathaway, an estimated $4.05B added.
- The largest JPMorgan Chase seller in Q3 2018 was Fidelity Investments, an estimated $753M sold.
Based on aggregated 13F filings for Q3 2018.