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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 %
HC
901
Hendley & Co
Ohio
$6.77M -$27.7K -284 -0.4%
PI
902
Pathlight Investors
Arizona
$6.77M +$6.77M +67,407 New
SHGA
903
Sand Hill Global Advisors
California
$6.75M +$102K +1,045 +2%
NCM
904
Nelson Capital Management
California
$6.75M -$119K -1,218 -2%
QI
905
Quilter Investors
United Kingdom
$6.74M +$6.74M +69,052 New
TCM
906
Tradition Capital Management
New Jersey
$6.7M +$339K +3,470 +5%
GAM
907
Griffin Asset Management
New York
$6.67M -$11.7K -120 -0.2%
HEIP
908
Hudson Edge Investment Partners
New Jersey
$6.65M +$5.47M +56,032 +463%
Westfield Capital Management
909
Westfield Capital Management
Massachusetts
$6.57M -$52.7K -540 -0.8%
VSI
910
Verde Servicos Internacionais
Brazil
$6.56M -$3.79M -39,124 -37%
RAG
911
Roof Advisory Group
Pennsylvania
$6.55M +$399K +4,086 +6%
RM
912
Resource Management
Louisiana
$6.54M +$110K +1,126 +2%
BOC
913
Barbara Oil Co
Illinois
$6.54M – – –
LFAS
914
Level Four Advisory Services
Texas
$6.53M +$137K +1,399 +2%
RCM
915
Riverhead Capital Management
Delaware
$6.52M -$1.56M -15,936 -19%
FA
916
Fagan Associates
New York
$6.5M +$17.7K +181 +0.3%
LTI
917
Laffer Tengler Investments
Tennessee
$6.46M -$13.5K -138 -0.2%
CRCM
918
Crystal Rock Capital Management
Illinois
$6.45M -$495K -5,075 -7%
BAM
919
Boyar Asset Management
New York
$6.44M -$315K -3,227 -5%
WKWM
920
Walter & Keenan Wealth Management
Indiana
$6.44M +$208K +2,126 +3%
JWBC
921
J.W. Burns & Co
New York
$6.43M -$204K -2,094 -3%
BCM
922
Bourgeon Capital Management
Connecticut
$6.43M -$322K -3,303 -5%
HI
923
HBK Investments
Texas
$6.42M -$2.18M -22,307 -25%
KRSITF
924
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.42M +$224K +2,293 +4%
WCM
925
Windward Capital Management
California
$6.42M +$34.4K +352 +0.5%
35 36
37
38 39