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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 %
SWM
1051
Segment Wealth Management
Texas
$4.96M -$19.2K -197 -0.4%
CHAM
1052
Clear Harbor Asset Management
Connecticut
$4.92M +$287K +2,935 +6%
LWANC
1053
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.9M +$4.9M +50,193 New
PIA
1054
Piedmont Investment Advisors
North Carolina
$4.89M +$1.42M +14,510 +41%
GJIC
1055
Gamble Jones Investment Counsel
California
$4.88M +$254K +2,603 +5%
ACM
1056
Adalta Capital Management
New York
$4.85M +$290K +2,967 +6%
WC
1057
Woodstock Corp
Massachusetts
$4.85M -$50.8K -520 -1%
GC
1058
Grace Capital
Massachusetts
$4.84M -$1.14M -11,664 -19%
NCMW
1059
Northern Capital Management (Wisconsin)
Wisconsin
$4.83M +$262K +2,685 +6%
PAM
1060
Paradigm Asset Management
New York
$4.81M +$1.13M +11,550 +31%
ANBT
1061
American National Bank & Trust
Texas
$4.81M -$343K -3,511 -7%
HWA
1062
HCR Wealth Advisors
California
$4.8M -$11.2K -115 -0.2%
SVWA
1063
Sound View Wealth Advisors
Georgia
$4.77M +$4.77M +48,909 New
JFGIW
1064
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.76M -$320K -3,280 -6%
CIM
1065
Cambria Investment Management
California
$4.75M -$71.2K -729 -1%
Marshall Wace
1066
Marshall Wace
United Kingdom
$4.74M -$1.01M -10,385 -18%
RC
1067
RegentAtlantic Capital
New Jersey
$4.74M +$263K +2,694 +6%
KHLMVGHM
1068
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$4.74M +$1.16M +11,833 +32%
PWM
1069
Perigon Wealth Management
California
$4.7M +$512K +5,091 +12%
HAI
1070
Hennessy Advisors Inc
California
$4.67M +$2.43M +24,850 +108%
WAM
1071
Wealthspire Advisors (Maryland)
Maryland
$4.67M -$8.1K -83 -0.2%
PL
1072
Parthenon LLC
Kentucky
$4.67M – – –
ECM
1073
EagleClaw Capital Management
Massachusetts
$4.65M +$24.5K +251 +0.5%
AIC
1074
Ameritas Investment Company
Nebraska
$4.65M +$4.65M +47,594 New
TC
1075
TownSquare Capital
Utah
$4.63M +$4.63M +44,649 New
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