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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 %
BC
776
Bartlett & Co
Ohio
$9.17M -$404K -4,135 -4%
BWFA
777
Baltimore-Washington Financial Advisors
Maryland
$9.14M -$34.1K -349 -0.4%
ACL
778
Azora Capital LP
Florida
$9.13M +$9.13M +93,570 New
CEI
779
Clark Estates Inc
New York
$9.13M +$976K +10,000 +12%
BC
780
Brinker Capital
Pennsylvania
$9.1M -$755K -7,735 -8%
HAG
781
HighPoint Advisor Group
Illinois
$9.09M +$1.3M +12,309 +17%
CCC
782
Cincinnati Casualty Company
Ohio
$9.08M – – –
CSUI
783
Cincinnati Specialty Underwriters Insurance
Ohio
$9.08M – – –
JMFC
784
J.M. Forbes & Co
Massachusetts
$9.07M -$53K -543 -0.6%
TIM
785
Thompson Investment Management
Wisconsin
$9.07M -$817K -8,367 -8%
LPT
786
Legacy Private Trust
Wisconsin
$9.07M -$276K -2,832 -3%
CTA
787
Colonial Trust Advisors
South Carolina
$9.06M -$850K -8,707 -9%
TTWM
788
TCV Trust & Wealth Management
Virginia
$9.05M +$369K +3,783 +4%
WP
789
WealthPLAN Partners
Nebraska
$9.03M +$637K +6,038 +8%
CC
790
Cannell & Co
New York
$9.02M +$1.36M +13,929 +18%
FNFDCM
791
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.01M +$81.6K +836 +0.9%
CCP
792
Corient Capital Partners
California
$9M +$654K +6,703 +8%
BIA
793
Biondo Investment Advisors
Pennsylvania
$8.92M -$176K -1,805 -2%
GAM
794
Gotham Asset Management
New York
$8.83M -$260K -2,666 -3%
FMLI
795
Fukoku Mutual Life Insurance
Japan
$8.83M -$117K -1,200 -1%
FMBTD
796
First Midwest Bank Trust Division
Illinois
$8.83M +$26.9K +276 +0.3%
MA
797
Montag & Associates
Georgia
$8.8M -$309K -3,165 -3%
CIP
798
Convergence Investment Partners
Florida
$8.78M +$990K +10,140 +13%
NCM
799
Novare Capital Management
North Carolina
$8.75M +$265K +2,717 +3%
CAN
800
Cetera Advisor Networks
California
$8.74M +$72.9K +744 +0.8%
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