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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 %
KPCM
976
Kings Point Capital Management
New York
$6.72M +$37K +328 +0.6%
CC
977
Chicago Capital
Illinois
$6.72M +$5.08K +45 +0.1%
IRF
978
IBM Retirement Fund
New York
$6.71M -$1.16M -10,297 -15%
KWMG
979
King Wealth Management Group
Florida
$6.7M +$20.7K +183 +0.3%
WTFG
980
Wells Trecaso Financial Group
Ohio
$6.7M -$61.2K -542 -0.9%
SM
981
Salzhauer Michael
$6.66M +$3.01M +26,703 +83%
Marshall Wace
982
Marshall Wace
United Kingdom
$6.65M +$6.65M +58,943 New
TC
983
Telemus Capital
Michigan
$6.64M -$221K -1,957 -3%
LWCFA
984
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.63M -$115K -1,015 -2%
Capstone Investment Advisors
985
Capstone Investment Advisors
New York
$6.62M +$1.59M +14,111 +32%
PP
986
Pegasus Partners
Wisconsin
$6.61M +$40.3K +357 +0.6%
PAM
987
Peak Asset Management
Colorado
$6.6M -$33.3K -295 -0.5%
WCM
988
Whitener Capital Management
North Carolina
$6.58M +$37.3K +331 +0.6%
Envestnet Asset Management
989
Envestnet Asset Management
Illinois
$6.57M -$29.1M -257,624 -82%
GIA
990
GHP Investment Advisors
Colorado
$6.55M +$204K +1,812 +3%
DR
991
Davis Rea
Ontario, Canada
$6.54M +$107K +947 +2%
UFG
992
United Fire Group
Iowa
$6.52M – – –
HBT
993
Hills Bank & Trust
Iowa
$6.51M -$1.35K -12 -0%
CFA
994
Capstone Financial Advisors
Illinois
$6.5M +$564 +5 +0%
BIP
995
Brandes Investment Partners
California
$6.49M -$333K -2,955 -5%
BFA
996
Bragg Financial Advisors
North Carolina
$6.49M +$204K +1,808 +3%
SCM
997
Schnieders Capital Management
California
$6.49M -$249K -2,210 -4%
GAB
998
German American Bancorp
Indiana
$6.47M +$41.6K +369 +0.6%
FCT
999
Family Capital Trust
Massachusetts
$6.46M -$556K -4,925 -8%
RP
1000
Rice Partnership
Hawaii
$6.45M -$19.6K -174 -0.3%
38 39
40
41 42