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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 %
BMM
1001
Buffington Mohr McNeal
Idaho
$5.46M +$496K +5,084 +10%
FCT
1002
Family Capital Trust
Massachusetts
$5.46M -$125K -1,285 -2%
MIC
1003
Means Investment Company
Maine
$5.46M +$5.46M +55,886 New
PL
1004
Parkwood LLC
Ohio
$5.43M +$916K +9,380 +20%
TF
1005
Tompkins Financial
New York
$5.41M -$7.03K -72 -0.1%
SC
1006
Schulhoff & Co
Ohio
$5.41M -$29.3K -300 -0.5%
MCM
1007
Mengis Capital Management
Oregon
$5.41M -$26.4K -270 -0.5%
HL
1008
HeadInvest LLC
Maine
$5.38M +$2.73M +27,961 +103%
IRF
1009
IBM Retirement Fund
New York
$5.35M -$452K -4,628 -8%
SCM
1010
Schnieders Capital Management
California
$5.35M -$268K -2,745 -5%
XWM
1011
Xcel Wealth Management
Florida
$5.34M +$5.34M +54,723 New
BPM
1012
Bowling Portfolio Management
Ohio
$5.34M +$1.36M +13,933 +34%
CBN
1013
Cadence Bank NA
Texas
$5.33M +$51.6K +529 +1%
HCM
1014
HGI Capital Management
New York
$5.33M +$1.5M +15,362 +39%
CCMINC
1015
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.3M +$23.7K +243 +0.4%
SFM
1016
Systematic Financial Management
New Jersey
$5.28M -$4.8M -49,219 -48%
IIM
1017
Ipswich Investment Management
Massachusetts
$5.28M +$246K +2,524 +5%
WF
1018
WoodTrust Financial
Wisconsin
$5.27M -$43.2K -442 -0.8%
MC
1019
Miramar Capital
Illinois
$5.27M +$5.27M +51,334 New
AWM
1020
Avitas Wealth Management
California
$5.25M +$28.2K +289 +0.5%
FDCC
1021
Foster Dykema Cabot & Co
Massachusetts
$5.25M +$52.2K +535 +1%
LWCFA
1022
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.24M -$488K -5,004 -9%
ECM
1023
Exchange Capital Management
Michigan
$5.24M -$71.8K -736 -1%
PP
1024
Pegasus Partners
Wisconsin
$5.23M -$488K -4,999 -9%
CB
1025
Community Bank
New York
$5.19M +$2.54K +26 +0%
39 40
41
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