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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 %
1SB
751
1ST Source Bank
Indiana
$9.79M -$383K -3,921 -4%
MIA
752
MainStreet Investment Advisors
Illinois
$9.77M +$16.7K +171 +0.2%
LCM
753
Logan Capital Management
Pennsylvania
$9.76M +$8.51M +87,165 +678%
NPF
754
Norris Perne & French
Michigan
$9.76M +$1.65M +16,862 +20%
SC
755
Skylands Capital
Wisconsin
$9.76M -$132K -1,350 -1%
RWP
756
RWA Wealth Partners
Massachusetts
$9.76M +$267K +2,733 +3%
CWM
757
Cabot Wealth Management
Massachusetts
$9.73M -$15.9K -163 -0.2%
AIM
758
Axiom Investment Management
New York
$9.69M +$9.69M +99,290 New
CBOR
759
Community Bank of Raymore
Missouri
$9.66M – – –
RWA
760
Ropes Wealth Advisors
Massachusetts
$9.6M -$178K -1,825 -2%
BCMNY
761
Buckingham Capital Management (New York)
New York
$9.58M -$863K -8,844 -8%
FM
762
Foster & Motley
Ohio
$9.56M +$598K +6,127 +7%
NCM
763
Narwhal Capital Management
Georgia
$9.55M – – –
ECM
764
ETrade Capital Management
Virginia
$9.54M -$764K -7,823 -7%
FTC
765
Farmers Trust Company
Ohio
$9.52M +$86.5K +886 +0.9%
CCFCSB
766
Cape Cod Five Cents Savings Bank
Massachusetts
$9.45M -$75.7K -775 -0.8%
OCM
767
Oakwood Capital Management
California
$9.41M -$2.93K -30 -0%
OTPPB
768
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.39M -$45.2M -462,995 -83%
OSAM
769
O'Shaughnessy Asset Management
Connecticut
$9.39M -$9.46M -96,898 -50%
Verition Fund Management
770
Verition Fund Management
Connecticut
$9.35M -$4.14M -42,456 -31%
MAM
771
Meeder Asset Management
Ohio
$9.3M +$2.69M +27,546 +41%
MYLI
772
Meiji Yasuda Life Insurance
Japan
$9.22M -$702K -7,189 -7%
VFA
773
Valeo Financial Advisors
Indiana
$9.18M +$226K +2,311 +3%
FAT
774
First American Trust
California
$9.17M +$29.4K +301 +0.3%
BCWM
775
Bartlett & Co Wealth Management
Ohio
$9.17M -$404K -4,135 -4%
29 30
31
32 33