JPM icon

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 %
NC
701
Northpointe Capital
Michigan
$10.9M -$232K -2,378 -2%
JAM
702
JCIC Asset Management
Ontario, Canada
$10.9M -$5.27K -54 -0%
ZCA
703
Zeke Capital Advisors
Pennsylvania
$10.9M +$2.16M +22,077 +25%
IEFM
704
IQ EQ Fund Management
Ireland
$10.8M -$2.56M -26,241 -19%
CW
705
Cobiz Wealth
Colorado
$10.8M +$17.3K +177 +0.2%
AAP
706
Aristotle Atlantic Partners
Florida
$10.8M +$314K +3,214 +3%
SBIA
707
Sheaff Brock Investment Advisors
Indiana
$10.8M -$306K -3,134 -3%
CDH
708
Charles D. Hyman
$10.8M -$37.6K -385 -0.3%
FFBTD
709
First Financial Bank - Trust Division
Ohio
$10.7M -$86.6K -887 -0.8%
BHIA
710
Birch Hill Investment Advisors
Massachusetts
$10.7M +$44.9K +460 +0.4%
CI
711
Cigna Investments
Connecticut
$10.7M -$81.4K -834 -0.8%
AIP
712
Ameritas Investment Partners
Nebraska
$10.7M -$58.8K -602 -0.5%
CAM
713
Chou Associates Management
Ontario, Canada
$10.7M – – –
MMA
714
Miracle Mile Advisors
California
$10.6M -$200K -2,053 -2%
ACPU
715
Arrowgrass Capital Partners (US)
Delaware
$10.6M +$10.6M +108,837 New
HVIA
716
Hudson Valley Investment Advisors
New York
$10.6M +$1.48M +15,117 +16%
TU
717
TDAM USA
Ontario, Canada
$10.6M -$1.3M -13,362 -11%
SGK
718
Steigerwald Gordon & Koch
Virginia
$10.6M +$201K +2,062 +2%
EWM
719
Edge Wealth Management
New York
$10.5M +$2.54M +26,020 +32%
HLCM
720
Hi-Line Capital Management
South Dakota
$10.5M +$10.5M +107,262 New
DMIC
721
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10.5M -$89.1K -913 -0.8%
BCM
722
BTC Capital Management
Iowa
$10.5M +$1.87M +19,126 +22%
KCP
723
KDI Capital Partners
North Carolina
$10.4M +$1.45M +14,820 +16%
TAM
724
Tiverton Asset Management
Delaware
$10.4M -$244K -2,500 -2%
LC
725
Loews Corp
New York
$10.3M +$9.27M +95,000 +932%
27 28
29
30 31