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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 %
SPC
876
Sigma Planning Corp
Michigan
$7.19M -$2.4M -24,548 -25%
CA
877
Cetera Advisors
Colorado
$7.15M +$388K +3,959 +6%
WFMPM
878
Woodley Farra Manion Portfolio Management
Indiana
$7.12M -$1.18M -12,040 -14%
BHWM
879
Bar Harbor Wealth Management
New Hampshire
$7.11M +$51.3K +526 +0.7%
BAS
880
Brown Advisory Securities
Maryland
$7.11M +$410K +4,128 +6%
FBT
881
First Bankers Trust
Kentucky
$7.08M +$3.79M +38,806 +115%
FWM
882
Frontier Wealth Management
Missouri
$7.07M +$479K +4,902 +7%
BTNA
883
Bremer Trust National Association
Minnesota
$7.04M +$351K +3,596 +5%
UR
884
USCA RIA
Texas
$7.04M +$1.71M +17,477 +32%
GCM
885
Gladius Capital Management
Illinois
$7.03M +$6.38M +65,356 +981%
MWM
886
Meridian Wealth Management
Kentucky
$7M +$1.01M +10,392 +17%
WC
887
Whitney & Co
New York
$6.99M +$742K +7,122 +12%
ECM
888
Everence Capital Management
Indiana
$6.98M – – –
OSNBOA
889
Old Second National Bank of Aurora
Illinois
$6.97M +$3.91K +40 +0.1%
KOCAA
890
Knights of Columbus Asset Advisors
Connecticut
$6.95M -$322K -3,300 -4%
SGCA
891
Steel Grove Capital Advisors
Tennessee
$6.94M -$148K -1,518 -2%
CA
892
Continental Advisors
Utah
$6.94M – – –
CIA
893
Capital Investment Advisors
Georgia
$6.92M +$162K +1,663 +2%
QT
894
Quantbot Technologies
New York
$6.87M +$1.68M +17,233 +32%
NEI
895
Northwest & Ethical Investments
Ontario, Canada
$6.85M -$708K -7,251 -9%
AHC
896
Anderson Hoagland & Co
Missouri
$6.82M -$53.2K -552 -0.8%
BAC
897
Boys Arnold & Co
North Carolina
$6.81M -$59.2K -611 -0.9%
QOP
898
Quinn Opportunity Partners
Virginia
$6.79M +$391K +4,000 +6%
BONST
899
Bank of Nova Scotia Trust
Ontario, Canada
$6.78M +$36.9K +378 +0.5%
CFA
900
Carroll Financial Associates
North Carolina
$6.77M -$253K -2,509 -4%
34 35
36
37 38