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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 %
LPC
951
Loeb Partners Corp
New York
$7.07M -$2.6M -23,000 -27%
PTB
952
Pioneer Trust Bank
Oregon
$7.02M +$638K +5,655 +10%
TCOT
953
Trust Company of Toledo
Ohio
$7.02M +$7.22K +64 +0.1%
MWAC
954
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.01M -$55.2K -489 -0.8%
PT
955
Plimoth Trust
Massachusetts
$7.01M -$125K -1,105 -2%
EFS
956
Essex Financial Services
Connecticut
$7M -$189K -1,678 -3%
EAM
957
EULAV Asset Management
Florida
$7M -$113K -1,000 -2%
VCA
958
Verdence Capital Advisors
Maryland
$6.99M -$161K -1,426 -2%
PCIA
959
Prime Capital Investment Advisors
Kansas
$6.97M +$6.84M +60,620 +5,155%
ANTB
960
AMG National Trust Bank
Colorado
$6.97M +$30K +266 +0.4%
CCM
961
Crossvault Capital Management
Texas
$6.95M -$164K -1,450 -2%
AIM
962
AMI Investment Management
Indiana
$6.94M -$5.64K -50 -0.1%
MWM
963
Meridian Wealth Management
Kentucky
$6.92M -$92.4K -819 -1%
GC
964
Grace Capital
Massachusetts
$6.92M -$624K -5,530 -8%
AIM
965
Assured Investment Management
New York
$6.9M +$6.9M +61,170 New
III
966
Independent Investors Inc
New York
$6.88M -$27.8K -246 -0.4%
CM
967
Castleark Management
Illinois
$6.88M – – –
CHA
968
Cedar Hill Associates
Illinois
$6.88M -$1.09M -9,699 -14%
SIC
969
Sigma Investment Counselors
Michigan
$6.87M +$132K +1,171 +2%
CAIMH
970
Central Asset Investments & Management Holdings
Hong Kong
$6.86M +$6.86M +60,820 New
AUB
971
Atlantic Union Bankshares
Virginia
$6.83M +$38.8K +344 +0.6%
BFIM
972
Beese Fulmer Investment Management
Ohio
$6.8M +$18.7K +166 +0.3%
CFC
973
Cincinnati Financial Corp
Ohio
$6.77M – – –
WWM
974
Willingdon Wealth Management
North Carolina
$6.76M +$3.24M +28,724 +92%
WC
975
Whitney & Co
New York
$6.73M +$686K +6,108 +11%
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