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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 %
KCM
701
Kanawha Capital Management
Virginia
$12.9M +$104K +925 +0.8%
HFS
702
Haverford Financial Services
Pennsylvania
$12.8M -$83.6K -741 -0.6%
OC
703
Oakworth Capital
Alabama
$12.8M +$289K +2,559 +2%
DSI
704
Daiwa SB Investments
Japan
$12.8M +$71.1K +630 +0.6%
SBIA
705
Sheaff Brock Investment Advisors
Indiana
$12.8M -$161K -1,429 -1%
AC
706
AFAM Capital
Texas
$12.8M +$13.8K +122 +0.1%
Hudson Bay Capital Management
707
Hudson Bay Capital Management
Connecticut
$12.8M +$7.62M +67,571 +148%
FBC
708
Fairfield, Bush & Co
Connecticut
$12.7M -$1.09M -9,635 -8%
ACH
709
ArrowMark Colorado Holdings
Colorado
$12.7M – – –
WAM
710
Winslow Asset Management
Ohio
$12.7M -$123K -1,088 -1%
SCA
711
Stonebridge Capital Advisors
Minnesota
$12.7M -$109K -962 -0.8%
FFA
712
First Foundation Advisors
California
$12.6M -$139K -1,231 -1%
JAM
713
JCIC Asset Management
Ontario, Canada
$12.6M +$122K +1,079 +1%
AF
714
Alerus Financial
North Dakota
$12.5M -$247K -2,189 -2%
MMA
715
Miracle Mile Advisors
California
$12.5M +$137K +1,213 +1%
FFBTD
716
First Financial Bank - Trust Division
Ohio
$12.5M -$119K -1,054 -0.9%
CW
717
Cobiz Wealth
Colorado
$12.5M -$175K -1,552 -1%
CDH
718
Charles D. Hyman
$12.5M +$1.42M +12,575 +13%
FA
719
FDx Advisors
Illinois
$12.5M +$701K +6,211 +6%
AIP
720
Ameritas Investment Partners
Nebraska
$12.4M -$2.08M -18,427 -14%
SWM
721
SVA Wealth Management
Wisconsin
$12.4M +$170K +1,506 +1%
PG
722
Pendal Group
Australia
$12.4M -$18.8M -166,183 -60%
PAM
723
Premier Asset Management
Illinois
$12.3M +$99.9K +885 +0.8%
BHIA
724
Birch Hill Investment Advisors
Massachusetts
$12.3M +$155K +1,372 +1%
CAM
725
Chou Associates Management
Ontario, Canada
$12.3M +$12.3M +109,275 New
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