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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 %
FHB
851
First Hawaiian Bank
Hawaii
$7.65M -$1.7M -17,427 -18%
EVM
852
Evelyn V. Moreno
$7.62M -$184K -1,885 -2%
PAIM
853
Punch & Associates Investment Management
Minnesota
$7.53M -$40K -410 -0.5%
FA
854
FDx Advisors
Illinois
$7.52M -$3.28M -33,596 -30%
GGHC
855
Gilder Gagnon Howe & Co
New York
$7.52M -$6.21M -63,656 -45%
MRCM
856
M&R Capital Management
New Jersey
$7.5M -$40.8K -418 -0.5%
WSCM
857
Wellington Shields Capital Management
New York
$7.47M +$141K +1,440 +2%
PPCM
858
Pillar Pacific Capital Management
California
$7.45M -$34.2K -350 -0.5%
SIP
859
Stoneridge Investment Partners
Pennsylvania
$7.44M -$1.18M -12,081 -14%
PGIM
860
Pacific Global Investment Management
California
$7.41M +$975K +9,989 +15%
HAM
861
Highstreet Asset Management
Ontario, Canada
$7.36M -$122K -1,252 -2%
CSC
862
Cove Street Capital
California
$7.33M -$247K -2,526 -3%
MP
863
MSD Partners
New York
$7.32M – – –
PAPAIJV
864
Paragon Associates & Paragon Associates II Joint Venture
Texas
$7.32M +$7.32M +75,000 New
APA
865
American Portfolios Advisors
New York
$7.31M +$899K +9,210 +14%
LPC
866
Loeb Partners Corp
New York
$7.29M +$1.17M +12,000 +19%
AA
867
Apriem Advisors
California
$7.29M +$1.07M +10,941 +17%
HFM
868
Hartford Financial Management
Connecticut
$7.27M +$13.8K +141 +0.2%
KFP
869
KMG Fiduciary Partners
Ohio
$7.27M +$7.27M +74,501 New
RAM
870
Riggs Asset Management
Pennsylvania
$7.25M -$52.9K -542 -0.7%
RIA
871
RPG Investment Advisory
California
$7.25M +$47K +481 +0.7%
AW
872
ACG Wealth
Georgia
$7.24M +$156K +1,600 +2%
AF
873
Arrow Financial
New York
$7.22M +$10.9K +112 +0.2%
VWM
874
Venturi Wealth Management
Texas
$7.22M +$225K +2,319 +3%
LW
875
Linscomb Wealth
Texas
$7.2M +$61.6K +631 +0.9%
33 34
35
36 37