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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 %
Capstone Investment Advisors
826
Capstone Investment Advisors
New York
$8.14M +$2.41M +24,715 +42%
PI
827
PEAK6 Investments
Illinois
$8.1M -$2.4M -24,593 -23%
GLLW
828
Graves Light Lenhart Wealth
Virginia
$8.1M +$8.1M +82,964 New
MC
829
Moors & Cabot
Massachusetts
$8.1M -$215K -2,204 -3%
DLCIG
830
D.L. Carlson Investment Group
New Hampshire
$8.09M +$794K +8,132 +11%
CWM
831
Catamount Wealth Management
Connecticut
$8.07M -$523K -5,054 -6%
IAA
832
Independent Advisor Alliance
North Carolina
$8.06M +$1.45M +14,797 +22%
BCMO
833
Buckingham Capital Management (Ohio)
Ohio
$8.06M +$105K +1,074 +1%
MAM
834
Mark Asset Management
New York
$8.06M +$7.59M +77,793 +1,647%
CAPTRUST Financial Advisors
835
CAPTRUST Financial Advisors
North Carolina
$8.03M +$33.1K +339 +0.4%
PTC
836
Private Trust Company
Ohio
$8.02M +$40.7K +417 +0.5%
FC
837
Ferris Capital
Massachusetts
$7.95M -$2.54K -26 -0%
CCM
838
Compton Capital Management
Rhode Island
$7.95M +$216K +2,215 +3%
VW
839
Vantage Wealth
California
$7.94M +$90.3K +925 +1%
AAM
840
AR Asset Management
California
$7.92M – – –
OWD
841
Osborn Williams & Donohoe
Ohio
$7.85M +$255K +2,608 +3%
IPGDR
842
Investidor Profissional Gestao de Recursos
Brazil
$7.85M +$7.85M +80,383 New
SAM
843
Security Asset Management
New York
$7.84M – – –
FCA
844
Florence Capital Advisors
New York
$7.81M +$7.81M +79,953 New
CI
845
Capital International
California
$7.79M -$1.29M -13,202 -14%
BG
846
Bollard Group
Massachusetts
$7.79M +$547K +5,606 +8%
TBA
847
Tower Bridge Advisors
Pennsylvania
$7.78M +$140K +1,436 +2%
H
848
HoyleCohen
California
$7.72M +$255K +2,614 +3%
AT
849
Arden Trust
Delaware
$7.69M -$181K -1,853 -2%
GP
850
Girard Partners
Pennsylvania
$7.69M +$672K +6,882 +10%
32 33
34
35 36