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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 %
CAM
826
Cypress Asset Management
Texas
$9.75M -$599K -5,310 -6%
FG
827
Fiduciary Group
Georgia
$9.75M +$215K +1,902 +2%
GC
828
Gratus Capital
Georgia
$9.68M +$510K +4,521 +6%
RP
829
Rowlandmiller & Partners
Georgia
$9.68M +$8.58M +62,078 +781%
WCMN
830
Westchester Capital Management (Nebraska)
Nebraska
$9.65M +$120K +1,065 +1%
CCP
831
Corient Capital Partners
California
$9.65M – – –
KJHP
832
K.J. Harrison & Partners
Ontario, Canada
$9.63M +$3.19M +28,300 +50%
MC
833
Moors & Cabot
Massachusetts
$9.59M -$319K -2,826 -3%
WFMPM
834
Woodley Farra Manion Portfolio Management
Indiana
$9.59M +$1.43M +12,649 +17%
LM
835
Lincluden Management
Ontario, Canada
$9.57M -$5.14M -45,510 -35%
GI
836
Gradient Investments
Minnesota
$9.55M +$469K +4,160 +5%
BOTW
837
Bank of the West
California
$9.52M +$704K +6,238 +8%
GFA
838
Gifford Fong Associates
California
$9.46M – – –
CEI
839
Clark Estates Inc
New York
$9.42M – – –
NPF
840
Norris Perne & French
Michigan
$9.38M +$211K +1,874 +2%
CWM
841
Catamount Wealth Management
Connecticut
$9.37M -$208K -1,840 -2%
LIM
842
Leavell Investment Management
Alabama
$9.36M -$231K -2,050 -2%
RCM
843
Riverhead Capital Management
Delaware
$9.34M -$1.94M -17,194 -17%
CAPTRUST Financial Advisors
844
CAPTRUST Financial Advisors
North Carolina
$9.24M -$1.36M -12,040 -13%
PTC
845
Private Trust Company
Ohio
$9.23M +$75.3K +667 +0.8%
EWM
846
Edge Wealth Management
New York
$9.22M -$72.1K -639 -0.8%
BCMO
847
Buckingham Capital Management (Ohio)
Ohio
$9.19M -$74.6K -661 -0.8%
FC
848
Ferris Capital
Massachusetts
$9.19M -$37.5K -332 -0.4%
AAM
849
AR Asset Management
California
$9.16M – – –
DP
850
Dearborn Partners
Illinois
$9.15M +$555K +4,916 +6%
32 33
34
35 36