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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 %
ISB
1001
Iowa State Bank
Iowa
$6.43M -$98.5K -873 -2%
EAMA
1002
EFG Asset Management (Americas)
Florida
$6.43M +$118K +1,037 +2%
DWT
1003
Dorsey & Whitney Trust
South Dakota
$6.39M -$93.9K -832 -1%
FC
1004
Fulcrum Capital
Washington
$6.39M +$277K +2,451 +5%
BAAM
1005
Baker Avenue Asset Management
California
$6.37M -$41.1K -364 -0.6%
LWM
1006
Lyell Wealth Management
California
$6.36M -$29.6K -262 -0.5%
DCM
1007
Delta Capital Management
New Jersey
$6.34M +$13.5K +120 +0.2%
GCM
1008
Garland Capital Management
Washington
$6.34M -$349K -3,090 -5%
ET
1009
Equitable Trust
Tennessee
$6.34M +$596K +5,285 +10%
BRWA
1010
B. Riley Wealth Advisors
Florida
$6.31M +$46.4K +411 +0.7%
CCM
1011
CWH Capital Management
Washington
$6.3M -$170K -1,508 -3%
SC
1012
Schulhoff & Co
Ohio
$6.29M +$5.64K +50 +0.1%
MCM
1013
Mengis Capital Management
Oregon
$6.28M +$45.1K +400 +0.7%
BWM
1014
Buckley Wealth Management
Nevada
$6.27M -$26.6K -236 -0.4%
TF
1015
Tompkins Financial
New York
$6.27M +$112K +994 +2%
PWW
1016
Pettyjohn Wood & White
Virginia
$6.26M +$99.3K +880 +2%
AIA
1017
AGF Investments America
Ontario, Canada
$6.26M +$103K +914 +2%
EMR
1018
Errol M. Rudman
$6.21M +$6.21M +55,000 New
UR
1019
USCA RIA
Texas
$6.16M -$431K -3,816 -7%
JT
1020
Jump Trading
Illinois
$6.15M +$2.97M +26,297 +93%
WF
1021
WoodTrust Financial
Wisconsin
$6.14M +$199K +1,767 +3%
ECM
1022
Exchange Capital Management
Michigan
$6.14M -$340K -3,015 -5%
CA
1023
CapWealth Advisors
Tennessee
$6.14M +$101K +893 +2%
GCA
1024
Greenwood Capital Associates
South Carolina
$6.14M -$59.2K -525 -1%
AAM
1025
Autus Asset Management
Arizona
$6.13M +$81.7K +724 +1%
39 40
41
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