JPM icon

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 %
GCA
976
Greenwood Capital Associates
South Carolina
$5.77M +$459K +4,702 +9%
WWM
977
Willingdon Wealth Management
North Carolina
$5.76M -$85.8K -879 -1%
EAMA
978
EFG Asset Management (Americas)
Florida
$5.75M +$185K +1,880 +3%
ASN
979
Advisory Services Network
Georgia
$5.75M -$772K -7,903 -12%
TRCT
980
Tower Research Capital (TRC)
New York
$5.72M +$2.32M +23,809 +68%
HBT
981
Hills Bank & Trust
Iowa
$5.7M +$58.8K +602 +1%
BRWA
982
B. Riley Wealth Advisors
Florida
$5.69M +$231K +2,369 +4%
ANTB
983
AMG National Trust Bank
Colorado
$5.68M -$344K -3,528 -6%
RP
984
Rice Partnership
Hawaii
$5.66M +$81.5K +835 +1%
WCM
985
Whitener Capital Management
North Carolina
$5.66M -$33.8K -346 -0.6%
AI
986
Atom Investors
Texas
$5.65M +$5.65M +57,843 New
UFG
987
United Fire Group
Iowa
$5.64M – – –
CCM
988
Copeland Capital Management
Pennsylvania
$5.6M +$499K +5,108 +10%
PWW
989
Pettyjohn Wood & White
Virginia
$5.6M +$180K +1,847 +3%
LWM
990
Lyell Wealth Management
California
$5.57M +$68.8K +705 +1%
CC
991
ClearArc Capital
Ohio
$5.57M -$4.5M -46,107 -45%
PFM
992
Premier Fund Managers
United Kingdom
$5.57M +$587K +6,059 +12%
WIM
993
Wittenberg Investment Management
Massachusetts
$5.56M +$841K +8,616 +18%
ISB
994
Iowa State Bank
Iowa
$5.55M -$8.2K -84 -0.1%
AIA
995
AGF Investments America
Ontario, Canada
$5.55M +$134K +1,375 +2%
GCM
996
Garland Capital Management
Washington
$5.53M +$43.9K +450 +0.8%
AAM
997
Autus Asset Management
Arizona
$5.49M +$188K +1,921 +4%
DWT
998
Dorsey & Whitney Trust
South Dakota
$5.48M -$40.4K -414 -0.7%
CCM
999
CWH Capital Management
Washington
$5.48M +$30.1K +308 +0.6%
DCM
1000
Delta Capital Management
New Jersey
$5.47M -$17.6K -180 -0.3%
38 39
40
41 42