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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 %
SFS
1026
Sowell Financial Services
Arkansas
$5.18M +$224K +2,298 +5%
FB
1027
Fulton Bank
Pennsylvania
$5.15M -$143K -1,461 -3%
CFA
1028
Capstone Financial Advisors
Illinois
$5.15M -$475K -4,864 -8%
AI
1029
Atria Investments
North Carolina
$5.14M +$159K +1,631 +3%
CWM
1030
Circle Wealth Management
New Jersey
$5.13M +$85.5K +876 +2%
TW
1031
Transform Wealth
Colorado
$5.12M -$1.49M -15,255 -23%
BAAM
1032
Baker Avenue Asset Management
California
$5.12M -$396K -4,054 -7%
CIC
1033
Cornercap Investment Counsel
Georgia
$5.11M -$50.2K -514 -1%
WAS
1034
WESPAC Advisors SoCal
California
$5.1M +$87.8K +899 +2%
LM
1035
Lincluden Management
Ontario, Canada
$5.09M -$3.18M -32,614 -38%
EAM
1036
EULAV Asset Management
Florida
$5.08M -$976K -10,000 -16%
BCA
1037
Bray Capital Advisors
Florida
$5.07M -$1.95K -20 -0%
CSM
1038
CAMG Solamere Management
North Carolina
$5.07M +$340K +3,480 +7%
SS
1039
Simplicity Solutions
Minnesota
$5.06M +$3.53M +36,152 +230%
DSC
1040
Duncker Streett & Co
Missouri
$5.06M -$137K -1,405 -3%
CCT
1041
Chemung Canal Trust
New York
$5.06M -$4.85M -49,721 -49%
WSC
1042
Wellington Shields & Co
New York
$5.03M +$2.3M +23,540 +84%
BO
1043
BRR OpCo
Ohio
$5.02M -$192K -1,971 -4%
SCP
1044
Stamos Capital Partners
California
$5.01M +$5.01M +51,300 New
DWM
1045
Dakota Wealth Management
Florida
$5M +$36.2K +330 +0.7%
NMIFOAC
1046
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.99M – – –
EFS
1047
Essex Financial Services
Connecticut
$4.99M -$1.07M -10,951 -18%
JWM
1048
JGP Wealth Management
Oregon
$4.98M +$152K +1,558 +3%
MPA
1049
Marvin & Palmer Associates
Delaware
$4.97M +$120K +1,231 +2%
BS
1050
Boenning & Scattergood
Pennsylvania
$4.96M +$121K +1,243 +3%
40 41
42
43 44