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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 %
AT
851
Arden Trust
Delaware
$9.1M -$686K -6,081 -7%
LSA
852
L & S Advisors
California
$9.09M +$707K +6,269 +8%
VW
853
Vantage Wealth
California
$9.08M +$78.8K +698 +0.9%
SAM
854
Security Asset Management
New York
$9.06M +$16.4K +145 +0.2%
EVM
855
Evelyn V. Moreno
$9.01M -$255K -2,260 -3%
CIP
856
Convergence Investment Partners
Florida
$9M -$2.57M -22,766 -22%
PIM
857
Penobscot Investment Management
Massachusetts
$8.97M +$249K +2,210 +3%
CCM
858
Compton Capital Management
Rhode Island
$8.93M -$75.9K -673 -0.8%
CC
859
Cannell & Co
New York
$8.86M -$595K -5,270 -6%
TBA
860
Tower Bridge Advisors
Pennsylvania
$8.84M -$256K -2,265 -3%
WAM
861
Wolverine Asset Management
Illinois
$8.83M +$1.47M +13,070 +20%
OWD
862
Osborn Williams & Donohoe
Ohio
$8.78M -$39.6K -351 -0.4%
CSC
863
Cove Street Capital
California
$8.76M -$603K -5,345 -6%
PAIM
864
Punch & Associates Investment Management
Minnesota
$8.74M +$449K +3,982 +5%
NEI
865
Northwest & Ethical Investments
Ontario, Canada
$8.74M -$1.67M -14,830 -16%
MRCM
866
M&R Capital Management
New Jersey
$8.72M +$23K +204 +0.3%
PPCM
867
Pillar Pacific Capital Management
California
$8.65M +$348K +3,085 +4%
HAM
868
Highstreet Asset Management
Ontario, Canada
$8.65M -$51K -452 -0.6%
DLG
869
Daniel L. Goodwin
$8.64M – – –
SFS
870
Strategic Financial Services
New York
$8.64M -$408K -3,620 -5%
H
871
HoyleCohen
California
$8.62M +$40.2K +356 +0.5%
WP
872
WealthPLAN Partners
Nebraska
$8.62M +$632K +5,827 +8%
NC
873
Nicholas Company
Wisconsin
$8.6M +$8.6M +76,185 New
WSCM
874
Wellington Shields Capital Management
New York
$8.47M -$11.1K -98 -0.1%
MP
875
MSD Partners
New York
$8.46M – – –
33 34
35
36 37