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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 %
WF
726
WealthTrust Fairport
Ohio
$10.2M +$36.6K +375 +0.4%
RIM
727
Regent Investment Management
Kentucky
$10.2M +$127K +1,306 +1%
WTB
728
Washington Trust Bank
Washington
$10.2M -$152K -1,557 -1%
IA
729
IFP Advisors
Florida
$10.2M -$1.15M -11,826 -10%
AP
730
Advisor Partners
California
$10.1M +$345K +3,539 +4%
RCP
731
Rothschild Capital Partners
New York
$10.1M +$59.5K +610 +0.6%
WAM
732
Wolverine Asset Management
Illinois
$10.1M +$2.47M +25,328 +32%
GCA
733
Guardian Capital Advisors
Ontario, Canada
$10.1M -$99.1K -982 -1%
FBB
734
Fulton Breakefield Broenniman
Maryland
$10.1M -$333K -3,409 -3%
NSEDCP
735
NJ State Employees Deferred Compensation Plan
New Jersey
$10.1M -$1.46M -15,000 -13%
FMC
736
First Merchants Corp
Indiana
$10M -$3.81K -39 -0%
CC
737
Courier Capital
New York
$10M -$218K -2,233 -2%
ERIM
738
Eagle Ridge Investment Management
Connecticut
$10M +$136K +1,396 +1%
Parallax Volatility Advisers
739
Parallax Volatility Advisers
California
$10M +$9.66M +98,926 +2,672%
VV
740
Verity & Verity
South Carolina
$10M +$113K +1,161 +1%
SLI
741
Sumitomo Life Insurance
Japan
$10M +$238K +2,433 +2%
AC
742
Alley Company
Illinois
$9.99M +$416K +4,265 +4%
SAM
743
Strategy Asset Managers
California
$9.97M -$480K -4,919 -5%
DSI
744
Daiwa SB Investments
Japan
$9.97M -$1.13M -11,610 -10%
BCP
745
Blue Chip Partners
Michigan
$9.94M -$399K -4,088 -4%
M
746
MOTCO
Texas
$9.93M -$10.1K -103 -0.1%
MCM
747
Murphy Capital Management
New Jersey
$9.91M -$2.44K -25 -0%
TCA
748
Teewinot Capital Advisers
New York
$9.88M +$3.09M +31,627 +45%
OMC
749
Overbrook Management Corp
New York
$9.83M -$35.1K -360 -0.4%
CIA
750
Choate Investment Advisors
Massachusetts
$9.81M -$386K -3,957 -4%
28 29
30
31 32