JPM icon

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 %
LIA
676
LS Investment Advisors
Michigan
$14M -$123K -1,087 -0.9%
AIM
677
Avity Investment Management
Connecticut
$14M -$355K -3,143 -2%
RC
678
RBO & Co
California
$14M -$1.26M -11,138 -8%
AHC
679
Adell Harriman & Carpenter
Texas
$14M +$308K +2,727 +2%
RI
680
Redwood Investments
Massachusetts
$13.9M -$577K -5,117 -4%
TU
681
TDAM USA
Ontario, Canada
$13.8M +$35.4K +311 +0.3%
KA
682
KLCM Advisors
Wisconsin
$13.8M -$359K -3,184 -3%
SCM
683
Shelton Capital Management
Colorado
$13.7M -$82.9K -735 -0.6%
CANC
684
Culbertson A N & Co
Virginia
$13.6M +$274K +2,426 +2%
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$13.6M +$47.6K +422 +0.4%
VC
686
Vestor Capital
Illinois
$13.5M -$719K -6,376 -5%
FIB
687
First Interstate Bank
Montana
$13.4M -$196K -1,735 -1%
RGI
688
River Global Investors
United Kingdom
$13.3M +$1.21M +10,714 +10%
NSEDCP
689
NJ State Employees Deferred Compensation Plan
New Jersey
$13.3M -$903K -8,000 -6%
DA
690
DSC Advisors
Illinois
$13.3M +$37K +328 +0.3%
1IA
691
1834 Investment Advisors
Wisconsin
$13.3M +$523K +4,631 +4%
I
692
IberiaBank
Louisiana
$13.3M +$1.77M +15,642 +15%
IA
693
IFP Advisors
Florida
$13.2M -$556K -4,927 -4%
PA
694
Profund Advisors
Maryland
$13.1M -$1.21M -10,745 -8%
Jane Street
695
Jane Street
New York
$13.1M -$49.8M -441,437 -79%
CAM
696
Congress Asset Management
Massachusetts
$13M +$185K +1,638 +1%
PWM
697
Patriot Wealth Management
Texas
$13M +$287K +2,547 +2%
FHA
698
First Horizon Advisors
Tennessee
$12.9M -$29.3K -260 -0.2%
NC
699
Northpointe Capital
Michigan
$12.9M -$135K -1,194 -1%
FPCM
700
Financial Partners Capital Management
New York
$12.9M +$44K +390 +0.3%
26 27
28
29 30