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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 %
CIA
776
CCM Investment Advisers
South Carolina
$11.1M -$401K -3,552 -3%
BC
777
Bartlett & Co
Ohio
$11.1M +$61.6K +546 +0.6%
BCWM
778
Bartlett & Co Wealth Management
Ohio
$11.1M +$61.6K +546 +0.6%
RW
779
Rand Wealth
Maryland
$11M -$329K -2,918 -3%
PI
780
Pettee Investors
Connecticut
$11M -$76.3K -676 -0.7%
NCM
781
Narwhal Capital Management
Georgia
$11M +$5.64K +50 +0.1%
CCFCSB
782
Cape Cod Five Cents Savings Bank
Massachusetts
$11M -$197K -1,749 -2%
RWP
783
RWA Wealth Partners
Massachusetts
$11M +$88.1K +781 +0.8%
FTC
784
Farmers Trust Company
Ohio
$10.9M -$192K -1,698 -2%
DY
785
Dowling & Yahnke
California
$10.9M -$14.6K -129 -0.1%
OCM
786
Oakwood Capital Management
California
$10.9M +$109K +965 +1%
CF
787
CNA Financial
Illinois
$10.9M – – –
FHB
788
First Hawaiian Bank
Hawaii
$10.8M +$8.58M +76,026 +384%
LPT
789
Legacy Private Trust
Wisconsin
$10.8M -$38.1K -338 -0.4%
BWFA
790
Baltimore-Washington Financial Advisors
Maryland
$10.6M +$507K +4,489 +5%
FAT
791
First American Trust
California
$10.6M -$14.9K -132 -0.1%
HVIA
792
Hudson Valley Investment Advisors
New York
$10.6M -$79.1K -701 -0.7%
JMFC
793
J.M. Forbes & Co
Massachusetts
$10.6M +$4.97K +44 +0%
MA
794
Montag & Associates
Georgia
$10.5M +$1.34M +11,913 +15%
BIA
795
Biondo Investment Advisors
Pennsylvania
$10.5M +$245K +2,172 +2%
GAM
796
Gotham Asset Management
New York
$10.5M -$3.85M -34,098 -27%
CCC
797
Cincinnati Casualty Company
Ohio
$10.5M – – –
CSUI
798
Cincinnati Specialty Underwriters Insurance
Ohio
$10.5M – – –
STA
799
Summit Trail Advisors
New York
$10.5M +$5.64M +50,013 +116%
CI
800
Capital International
California
$10.5M -$2.16M -19,120 -17%
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