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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 %
CANC
676
Culbertson A N & Co
Virginia
$11.6M -$215K -2,201 -2%
1IA
677
1834 Investment Advisors
Wisconsin
$11.6M +$44.5K +456 +0.4%
DA
678
DSC Advisors
Illinois
$11.5M +$2.25K +23 +0%
OC
679
Oakworth Capital
Alabama
$11.5M +$406K +4,164 +4%
ACH
680
ArrowMark Colorado Holdings
Colorado
$11.5M +$488K +5,000 +4%
AHC
681
Adell Harriman & Carpenter
Texas
$11.5M -$642K -6,576 -5%
GP
682
Greenline Partners
New York
$11.4M – – –
RHBC
683
R.H. Bluestein & Co
Michigan
$11.4M +$11.1M +114,018 +3,563%
FPCM
684
Financial Partners Capital Management
New York
$11.4M +$237K +2,430 +2%
Jones Financial Companies
685
Jones Financial Companies
Missouri
$11.4M +$2.88M +29,535 +34%
FIB
686
First Interstate Bank
Montana
$11.3M -$248K -2,545 -2%
LIA
687
LS Investment Advisors
Michigan
$11.3M -$857K -8,778 -7%
FHA
688
First Horizon Advisors
Tennessee
$11.3M +$121K +1,236 +1%
CAM
689
Congress Asset Management
Massachusetts
$11.2M -$17.5K -179 -0.2%
KCM
690
Kanawha Capital Management
Virginia
$11.2M +$84.9K +870 +0.8%
SWM
691
SVA Wealth Management
Wisconsin
$11.2M +$439K +4,502 +4%
CIA
692
CCM Investment Advisers
South Carolina
$11.1M +$1.51M +15,476 +16%
PAM
693
Premier Asset Management
Illinois
$11.1M +$390K +3,995 +4%
SCA
694
Stonebridge Capital Advisors
Minnesota
$11.1M +$94.2K +965 +0.9%
NWM
695
Nicola Wealth Management
British Columbia, Canada
$11M +$4.3M +44,000 +64%
HFS
696
Haverford Financial Services
Pennsylvania
$11M -$93.2K -955 -0.8%
FBC
697
Fairfield, Bush & Co
Connecticut
$11M -$25.7K -263 -0.2%
WAM
698
Winslow Asset Management
Ohio
$10.9M -$46.1K -472 -0.4%
PWM
699
Patriot Wealth Management
Texas
$10.9M -$264K -2,708 -2%
DY
700
Dowling & Yahnke
California
$10.9M +$175K +1,571 +2%
26 27
28
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