JPM icon

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 %
RAM
876
Riggs Asset Management
Pennsylvania
$8.45M -$36.2K -321 -0.4%
DLCIG
877
D.L. Carlson Investment Group
New Hampshire
$8.44M +$59.9K +531 +0.7%
FLII
878
First Long Island Investors
New York
$8.42M +$2.24M +19,834 +36%
KOCAA
879
Knights of Columbus Asset Advisors
Connecticut
$8.41M -$164K -1,450 -2%
HFM
880
Hartford Financial Management
Connecticut
$8.39M -$13.3K -118 -0.2%
BG
881
Bollard Group
Massachusetts
$8.37M +$262K +2,326 +3%
PPSG
882
Princeton Portfolio Strategies Group
New Jersey
$8.34M +$3.07M +27,163 +58%
AF
883
Arrow Financial
New York
$8.33M -$43.2K -383 -0.5%
RIA
884
RPG Investment Advisory
California
$8.33M -$65.9K -584 -0.8%
LW
885
Linscomb Wealth
Texas
$8.25M +$38K +337 +0.5%
BCM
886
BlueCrest Capital Management
Jersey
$8.24M -$7.23M -64,111 -47%
SGCA
887
Steel Grove Capital Advisors
Tennessee
$8.2M +$51.9K +460 +0.6%
AW
888
ACG Wealth
Georgia
$8.18M -$111K -982 -1%
VWM
889
Venturi Wealth Management
Texas
$8.17M +$126K +1,110 +2%
HF
890
HRT Financial
New York
$8.16M +$7.11M +63,002 +673%
BHWM
891
Bar Harbor Wealth Management
New Hampshire
$8.16M +$66.3K +588 +0.8%
AHC
892
Anderson Hoagland & Co
Missouri
$8.13M -$1.35M -11,811 -14%
GP
893
Girard Partners
Pennsylvania
$8.11M -$352K -3,121 -4%
ECM
894
Everence Capital Management
Indiana
$8.07M – – –
OSNBOA
895
Old Second National Bank of Aurora
Illinois
$8.05M -$28.3K -251 -0.4%
BAC
896
Boys Arnold & Co
North Carolina
$8.05M +$119K +1,049 +2%
RCIM
897
Russell Clark Investment Management
United Kingdom
$8.03M -$3.69M -32,700 -31%
CRCM
898
Crystal Rock Capital Management
Illinois
$8.03M – – –
CA
899
Continental Advisors
Utah
$8.02M – – –
NCM
900
Nelson Capital Management
California
$7.94M +$212K +1,875 +3%
34 35
36
37 38