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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 %
BMM
1051
Buffington Mohr McNeal
Idaho
$5.74M -$138K -1,222 -2%
SFS
1052
Sowell Financial Services
Arkansas
$5.73M -$83.5K -740 -1%
BCM
1053
Brookmont Capital Management
Texas
$5.69M -$10.2K -90 -0.2%
AIM
1054
ARGA Investment Management
Connecticut
$5.67M +$282K +2,499 +5%
WC
1055
Woodstock Corp
Massachusetts
$5.66M -$19.2K -170 -0.3%
MPA
1056
Marvin & Palmer Associates
Delaware
$5.6M +$1.55M +13,773 +38%
BS
1057
Boenning & Scattergood
Pennsylvania
$5.6M -$140K -1,241 -2%
JWM
1058
JGP Wealth Management
Oregon
$5.58M +$41.2K +365 +0.7%
CIM
1059
Cambria Investment Management
California
$5.57M -$299K -2,652 -5%
SNT
1060
Security National Trust
West Virginia
$5.5M -$112K -995 -2%
CC
1061
Cipher Capital
New York
$5.48M +$5.48M +48,524 New
CSM
1062
CAMG Solamere Management
North Carolina
$5.46M -$380K -3,365 -6%
WIM
1063
Wittenberg Investment Management
Massachusetts
$5.46M -$79K -700 -1%
WAM
1064
Wealthspire Advisors (Maryland)
Maryland
$5.41M +$71.2K +631 +1%
PL
1065
Parthenon LLC
Kentucky
$5.4M +$14.7K +130 +0.3%
GJIC
1066
Gamble Jones Investment Counsel
California
$5.35M +$176K +1,558 +3%
ECM
1067
EagleClaw Capital Management
Massachusetts
$5.35M +$198K +1,758 +4%
AWP
1068
Ascent Wealth Partners
New York
$5.34M +$96.3K +853 +2%
RC
1069
RBF Capital
California
$5.3M +$677K +6,000 +15%
RAM
1070
Redmond Asset Management
Virginia
$5.29M +$22.9K +203 +0.4%
NCMW
1071
Northern Capital Management (Wisconsin)
Wisconsin
$5.28M +$4.51K +40 +0.1%
ACM
1072
Adalta Capital Management
New York
$5.27M +$49.9K +442 +1%
SAM
1073
Selway Asset Management
$5.26M -$526K -4,662 -9%
SIA
1074
SeaBridge Investment Advisors
New Jersey
$5.26M -$339K -3,002 -6%
HIS
1075
Horizon Investment Services
Indiana
$5.23M -$342K -3,028 -6%
41 42
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