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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 %
PT
951
Plimoth Trust
Massachusetts
$6.01M -$57K -584 -0.9%
BBHC
952
Brown Brothers Harriman & Co
New York
$6M +$695K +7,121 +13%
PPSG
953
Princeton Portfolio Strategies Group
New Jersey
$5.99M -$1.23M -12,569 -17%
SIC
954
Sigma Investment Counselors
Michigan
$5.98M +$34.1K +349 +0.6%
KPCM
955
Kings Point Capital Management
New York
$5.98M +$163K +1,667 +3%
WI
956
Wafra Inc
New York
$5.97M +$5.97M +61,115 New
CM
957
Castleark Management
Illinois
$5.96M – – –
CCM
958
Crossvault Capital Management
Texas
$5.95M -$58.8K -602 -1%
BFA
959
Bragg Financial Advisors
North Carolina
$5.94M +$325K +3,332 +6%
VCA
960
Verdence Capital Advisors
Maryland
$5.94M -$111K -1,140 -2%
FC
961
Fulcrum Capital
Washington
$5.94M +$414K +4,237 +7%
CC
962
Chicago Capital
Illinois
$5.89M +$81.6K +836 +1%
CA
963
CapWealth Advisors
Tennessee
$5.87M +$557K +5,705 +10%
CFC
964
Cincinnati Financial Corp
Ohio
$5.86M – – –
WTFG
965
Wells Trecaso Financial Group
Ohio
$5.85M +$55.7K +571 +1%
PTC
966
Philadelphia Trust Company
Pennsylvania
$5.83M +$3.72M +38,157 +177%
ARTA
967
A.R.T. Advisors
New York
$5.83M -$888K -9,100 -13%
CBTWT
968
Community Bank & Trust (Waco, Texas)
Texas
$5.82M +$58.8K +292 +1%
AUB
969
Atlantic Union Bankshares
Virginia
$5.82M -$92.8K -951 -2%
ET
970
Equitable Trust
Tennessee
$5.81M +$324K +3,319 +6%
BIP
971
Brandes Investment Partners
California
$5.81M +$189K +1,932 +3%
GAB
972
German American Bancorp
Indiana
$5.81M +$209K +2,141 +4%
PWA
973
Providence Wealth Advisors
Illinois
$5.8M -$292K -3,018 -5%
KWMG
974
King Wealth Management Group
Florida
$5.8M +$1.86K +19 +0%
TC
975
Telemus Capital
Michigan
$5.78M +$30.9K +316 +0.5%
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