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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 %
Lido Advisors
1076
Lido Advisors
California
$5.23M +$2.33M +20,618 +80%
PL
1077
Parkwood LLC
Ohio
$5.22M +$1.16M +10,248 +28%
TB
1078
Terril Brothers
Missouri
$5.22M -$282K -2,500 -5%
RCM
1079
Radnor Capital Management
Pennsylvania
$5.21M +$55.3K +490 +1%
P
1080
Pitcairn
Pennsylvania
$5.21M -$78.8K -698 -1%
HWA
1081
HCR Wealth Advisors
California
$5.19M +$246K +2,332 +5%
IB
1082
Intrust Bank
Kansas
$5.18M +$20.7K +183 +0.4%
RC
1083
RegentAtlantic Capital
New Jersey
$5.17M +$15.2K +135 +0.3%
MMG
1084
Monetary Management Group
Missouri
$5.14M -$3.39K -30 -0.1%
AIA
1085
Allied Investment Advisors
Montana
$5.13M -$240K -2,128 -4%
CSS
1086
Cubist Systematic Strategies
Connecticut
$5.1M -$1.65M -14,664 -24%
DWM
1087
Dakota Wealth Management
Florida
$5.1M +$1.2M +10,604 +31%
SBL
1088
Sargent Bickham Lagudis
Colorado
$5.1M +$12.1K +107 +0.2%
AAF
1089
Andra AP-fonden
Sweden
$5.07M -$1.47M -13,000 -22%
RC
1090
Roundview Capital
New Jersey
$5.04M +$95.8K +849 +2%
GWM
1091
Geneos Wealth Management
Colorado
$5.03M +$453K +4,017 +10%
CSA
1092
Cottage Street Advisors
Massachusetts
$5M -$33.7K -299 -0.7%
UF
1093
Univest Financial
Pennsylvania
$4.99M -$70K -620 -1%
MFAM
1094
Motley Fool Asset Management
Virginia
$4.98M +$869K +7,703 +21%
WPW
1095
Winthrop Partners - WNY
New York
$4.98M +$260K +2,302 +6%
CCM
1096
Coldstream Capital Management
Washington
$4.98M +$366K +3,242 +8%
CCP
1097
Cardan Capital Partners
Colorado
$4.98M -$49.3K -437 -1%
CHAM
1098
Clear Harbor Asset Management
Connecticut
$4.97M -$106K -1,008 -2%
BFO
1099
Boston Family Office
Massachusetts
$4.97M +$46.3K +410 +0.9%
HCA
1100
Horan Capital Advisors
Ohio
$4.97M -$111K -980 -2%
42 43
44
45 46