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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 %
Squarepoint
726
Squarepoint
New York
$12.3M -$10.8M -95,690 -47%
Acadian Asset Management
727
Acadian Asset Management
Massachusetts
$12.3M -$110M -979,007 -90%
TAM
728
Tiverton Asset Management
Delaware
$12.3M -$156K -1,386 -1%
DMIC
729
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.2M +$14.2K +126 +0.1%
PI
730
PEAK6 Investments
Illinois
$12.1M +$12.1M +107,613 New
SAM
731
Strategy Asset Managers
California
$12.1M -$555K -4,920 -4%
BCMNY
732
Buckingham Capital Management (New York)
New York
$12.1M -$1.34M -11,880 -10%
CI
733
Cigna Investments
Connecticut
$12M -$3.35M -30,744 -22%
FBB
734
Fulton Breakefield Broenniman
Maryland
$12M +$88.8K +787 +0.7%
SGK
735
Steigerwald Gordon & Koch
Virginia
$12M -$109K -969 -0.9%
WTB
736
Washington Trust Bank
Washington
$12M -$693K -6,144 -5%
BCP
737
Blue Chip Partners
Michigan
$12M +$299K +2,649 +3%
ECM
738
ETrade Capital Management
Virginia
$11.9M +$746K +6,615 +7%
CC
739
Courier Capital
New York
$11.9M -$15.1K -134 -0.1%
WF
740
WealthTrust Fairport
Ohio
$11.8M -$75.9K -673 -0.6%
CIA
741
Choate Investment Advisors
Massachusetts
$11.8M -$309K -2,737 -3%
1SB
742
1ST Source Bank
Indiana
$11.8M -$68.9K -611 -0.6%
RIM
743
Regent Investment Management
Kentucky
$11.7M +$16.9K +150 +0.1%
SFM
744
Systematic Financial Management
New Jersey
$11.7M -$242K -2,146 -2%
CC
745
ClearArc Capital
Ohio
$11.6M -$156K -1,384 -1%
RCP
746
Rothschild Capital Partners
New York
$11.6M – – –
FMC
747
First Merchants Corp
Indiana
$11.6M +$33.1K +293 +0.3%
GCA
748
Guardian Capital Advisors
Ontario, Canada
$11.6M -$510K -4,456 -4%
BII
749
Bainco International Investors
Massachusetts
$11.6M +$401K +3,554 +4%
CANY
750
Caxton Associates (New York)
New York
$11.5M +$7.72M +68,450 +202%
28 29
30
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