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 %
QIM
926
Quantitative Investment Management
Virginia
$7.54M +$7.54M +66,800 New
ASN
927
Advisory Services Network
Georgia
$7.53M -$228K -2,017 -3%
FA
928
Fagan Associates
New York
$7.49M +$20.9K +185 +0.3%
LTI
929
Laffer Tengler Investments
Tennessee
$7.48M -$47.6K -422 -0.6%
CII
930
Capital International Inc
California
$7.47M +$4.08M +36,119 +120%
DWA
931
Douglass Winthrop Advisors
New York
$7.47M -$1.94M -17,193 -21%
MC
932
MRJ Capital
New York
$7.45M – – –
PGIM
933
Pacific Global Investment Management
California
$7.44M -$119K -1,055 -2%
RM
934
Resource Management
Louisiana
$7.44M +$16.5K +146 +0.2%
APA
935
American Portfolios Advisors
New York
$7.41M +$1.66M +14,752 +29%
QOP
936
Quinn Opportunity Partners
Virginia
$7.39M +$226K +2,000 +3%
LFAS
937
Level Four Advisory Services
Texas
$7.39M -$685K -6,072 -8%
WCM
938
Windward Capital Management
California
$7.38M -$53.3K -472 -0.7%
EIM
939
Essex Investment Management
Massachusetts
$7.37M +$1.77M +15,677 +32%
TCM
940
Tradition Capital Management
New Jersey
$7.35M -$62.1K -550 -0.8%
PC
941
Port Capital
Illinois
$7.29M +$37.8K +335 +0.5%
KWM
942
Kingsview Wealth Management
Oregon
$7.29M -$103K -916 -1%
WIS
943
Wright Investors Service
Connecticut
$7.27M +$150K +1,333 +2%
AA
944
Apriem Advisors
California
$7.19M -$15.3K -136 -0.2%
AC
945
Addenda Capital
Quebec, Canada
$7.18M -$1.97M -17,418 -21%
LNWWM
946
Laird Norton Wetherby Wealth Management
California
$7.17M +$38.5K +341 +0.5%
KRSITF
947
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.16M -$71.9K -637 -1%
IAA
948
Independent Advisor Alliance
North Carolina
$7.16M +$466K +4,386 +7%
RAG
949
Roof Advisory Group
Pennsylvania
$7.11M -$63.3K -561 -0.9%
PWA
950
Providence Wealth Advisors
Illinois
$7.1M -$178K -1,575 -2%
36 37
38
39 40