JPM icon

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 %
AC
801
Alexandria Capital
Virginia
$8.71M -$1.19M -12,175 -12%
DP
802
Dearborn Partners
Illinois
$8.71M +$796K +8,152 +10%
CAM
803
Cypress Asset Management
Texas
$8.7M +$268K +2,745 +3%
B
804
Bailard
California
$8.69M -$150K -1,538 -2%
HRC
805
Hoertkorn Richard Charles
$8.66M -$198K -2,025 -2%
GC
806
Gratus Capital
Georgia
$8.62M +$245K +2,509 +3%
TCM
807
TAM Capital Management
Connecticut
$8.62M +$8.62M +88,276 New
FG
808
Fiduciary Group
Georgia
$8.53M +$100K +1,029 +1%
WI
809
Wintrust Investments
Illinois
$8.48M -$386K -3,956 -4%
WBG
810
Wharton Business Group
Pennsylvania
$8.45M +$1.92M +19,670 +29%
SSG
811
Summit Securities Group
New York
$8.44M +$6.3M +64,500 +293%
BOH
812
Bank of Hawaii
Hawaii
$8.4M -$148K -1,514 -2%
PA
813
Profund Advisors
Maryland
$8.36M -$2.94M -30,121 -26%
BII
814
Bainco International Investors
Massachusetts
$8.36M -$1.63M -16,700 -16%
GW
815
GW & Wade
Massachusetts
$8.36M -$1.36M -13,909 -14%
BOTW
816
Bank of the West
California
$8.34M +$106K +1,081 +1%
GI
817
Gradient Investments
Minnesota
$8.29M +$30.2K +309 +0.4%
LIM
818
Leavell Investment Management
Alabama
$8.26M +$165K +1,693 +2%
SFS
819
Strategic Financial Services
New York
$8.24M +$765K +7,841 +10%
TA
820
Tiedemann Advisors
New York
$8.23M +$4.89M +50,063 +146%
PI
821
Pettee Investors
Connecticut
$8.2M -$1.34M -13,760 -14%
GFA
822
Gifford Fong Associates
California
$8.18M – – –
PIM
823
Penobscot Investment Management
Massachusetts
$8.17M +$407K +4,170 +5%
WCMN
824
Westchester Capital Management (Nebraska)
Nebraska
$8.16M -$189K -1,935 -2%
CCG
825
Cypress Capital Group
Florida
$8.15M -$470K -4,814 -5%
31 32
33
34 35