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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 %
BBHC
1026
Brown Brothers Harriman & Co
New York
$6.13M +$1.72M +15,218 +39%
FB
1027
Fulton Bank
Pennsylvania
$6.12M +$48.6K +431 +0.8%
CBN
1028
Cadence Bank NA
Texas
$6.1M +$60.5K +536 +1%
CCMINC
1029
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.09M -$138K -1,224 -2%
IWA
1030
IBEX Wealth Advisors
New Jersey
$6.07M +$278K +2,448 +5%
AWM
1031
Avitas Wealth Management
California
$6.04M +$222K +1,971 +4%
Koshinski Asset Management
1032
Koshinski Asset Management
Illinois
$6.03M +$3.44M +30,492 +133%
BO
1033
BRR OpCo
Ohio
$6.03M -$39.2K -347 -0.6%
DSC
1034
Duncker Streett & Co
Missouri
$6.01M +$78.5K +696 +1%
FDCC
1035
Foster Dykema Cabot & Co
Massachusetts
$6.01M -$285K -2,529 -5%
QT
1036
Quantbot Technologies
New York
$6M +$4.82M +42,678 +407%
CB
1037
Community Bank
New York
$5.99M +$14.9K +132 +0.2%
CIC
1038
Cornercap Investment Counsel
Georgia
$5.97M -$46.9K -416 -0.8%
ANBT
1039
American National Bank & Trust
Texas
$5.96M -$233K -2,067 -4%
SCM
1040
Suffolk Capital Management
New York
$5.93M -$554K -4,914 -9%
CCM
1041
Copeland Capital Management
Pennsylvania
$5.9M +$513K +4,547 +10%
PFM
1042
Premier Fund Managers
United Kingdom
$5.9M +$675K +5,897 +13%
JFGIW
1043
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.87M -$39.9K -354 -0.7%
BCA
1044
Bray Capital Advisors
Florida
$5.86M -$210K -1,860 -3%
CWM
1045
Circle Wealth Management
New Jersey
$5.83M +$3.72K +33 +0.1%
IIM
1046
Ipswich Investment Management
Massachusetts
$5.82M +$406K +3,596 +7%
WAS
1047
WESPAC Advisors SoCal
California
$5.79M -$19.7K -175 -0.3%
NMIFOAC
1048
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$5.77M – – –
SWM
1049
Segment Wealth Management
Texas
$5.76M +$108K +957 +2%
AI
1050
Atria Investments
North Carolina
$5.76M +$406K +3,602 +8%
40 41
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