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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 %
M
751
MOTCO
Texas
$11.5M +$30.2K +268 +0.3%
MYLI
752
Meiji Yasuda Life Insurance
Japan
$11.5M +$159K +1,411 +1%
Nomura Holdings
753
Nomura Holdings
Japan
$11.5M -$51.4M -448,817 -82%
CG
754
Clinton Group
New York
$11.5M +$10.4M +92,538 +1,028%
CCT
755
Chemung Canal Trust
New York
$11.5M -$115K -1,017 -1%
MCM
756
Murphy Capital Management
New Jersey
$11.5M -$485K -4,300 -4%
CTA
757
Colonial Trust Advisors
South Carolina
$11.5M -$66.9K -593 -0.6%
AC
758
Alexandria Capital
Virginia
$11.4M -$131K -1,163 -1%
GP
759
Greenline Partners
New York
$11.4M -$117K -1,020 -1%
VV
760
Verity & Verity
South Carolina
$11.4M -$60.7K -538 -0.5%
ERIM
761
Eagle Ridge Investment Management
Connecticut
$11.4M -$116K -1,031 -1%
SC
762
Skylands Capital
Wisconsin
$11.4M -$796K -7,050 -7%
TIM
763
Thompson Investment Management
Wisconsin
$11.4M -$192K -1,705 -2%
OMC
764
Overbrook Management Corp
New York
$11.4M +$151K +1,341 +1%
BC
765
Brinker Capital
Pennsylvania
$11.4M -$228K -2,017 -2%
AP
766
Advisor Partners
California
$11.3M +$380K +3,367 +3%
RWA
767
Ropes Wealth Advisors
Massachusetts
$11.3M +$398K +3,530 +4%
SLI
768
Sumitomo Life Insurance
Japan
$11.3M -$3.88M -34,408 -26%
MIA
769
MainStreet Investment Advisors
Illinois
$11.3M +$46.8K +415 +0.4%
CWM
770
Cabot Wealth Management
Massachusetts
$11.3M -$486K -4,310 -4%
GW
771
GW & Wade
Massachusetts
$11.2M +$48.5K +430 +0.4%
CBOR
772
Community Bank of Raymore
Missouri
$11.2M +$7.34K +65 +0.1%
VSI
773
Verde Servicos Internacionais
Brazil
$11.1M -$1.17M -11,331 -10%
SPC
774
Sigma Planning Corp
Michigan
$11.1M +$2.73M +24,173 +33%
AC
775
Alley Company
Illinois
$11.1M +$244K +2,166 +2%
29 30
31
32 33