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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 %
KLWA
901
Kelly Lawrence W & Associates
California
$7.9M +$11.3K +100 +0.1%
HAG
902
HighPoint Advisor Group
Illinois
$7.88M +$46.3K +435 +0.6%
TEE
903
Tibra Equities Europe
United Kingdom
$7.87M -$413K -3,661 -5%
CFA
904
Carroll Financial Associates
North Carolina
$7.87M -$125K -1,104 -2%
HC
905
Hendley & Co
Ohio
$7.86M +$33.5K +297 +0.4%
TCA
906
Teewinot Capital Advisers
New York
$7.85M – – –
BAM
907
Boyar Asset Management
New York
$7.81M – – –
CIA
908
Capital Investment Advisors
Georgia
$7.81M -$9.93K -88 -0.1%
BCM
909
Bourgeon Capital Management
Connecticut
$7.8M -$544K -4,824 -7%
BONST
910
Bank of Nova Scotia Trust
Ontario, Canada
$7.8M -$327K -2,895 -4%
CA
911
Cetera Advisors
Colorado
$7.8M +$629K +5,576 +9%
NWM
912
Nicola Wealth Management
British Columbia, Canada
$7.79M – – –
ARTA
913
A.R.T. Advisors
New York
$7.76M +$7.76M +68,810 New
BTNA
914
Bremer Trust National Association
Minnesota
$7.73M +$860K +7,622 +13%
GAM
915
Griffin Asset Management
New York
$7.72M +$484K +4,289 +7%
SHGA
916
Sand Hill Global Advisors
California
$7.69M -$72.3K -641 -0.9%
JWBC
917
J.W. Burns & Co
New York
$7.67M +$186K +1,651 +2%
Westfield Capital Management
918
Westfield Capital Management
Massachusetts
$7.65M -$113K -1,000 -1%
MAM
919
Meeder Asset Management
Ohio
$7.64M -$5.14M -45,512 -40%
TW
920
Transform Wealth
Colorado
$7.64M +$2.05M +18,177 +37%
FWM
921
Frontier Wealth Management
Missouri
$7.62M -$311K -2,759 -4%
BAS
922
Brown Advisory Securities
Maryland
$7.62M +$298K +2,635 +4%
IC
923
InterOcean Capital
Illinois
$7.59M -$708K -6,271 -9%
BOC
924
Barbara Oil Co
Illinois
$7.56M – – –
WBG
925
Wharton Business Group
Pennsylvania
$7.54M -$4.63K -41 -0.1%
35 36
37
38 39