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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 %
RCM
1076
Radnor Capital Management
Pennsylvania
$4.6M +$88.8K +910 +2%
SBL
1077
Sargent Bickham Lagudis
Colorado
$4.59M +$181K +1,851 +4%
RC
1078
RBF Capital
California
$4.59M – – –
AWP
1079
Ascent Wealth Partners
New York
$4.56M -$52K -533 -1%
AIA
1080
Allied Investment Advisors
Montana
$4.56M +$124K +1,273 +3%
RAM
1081
Redmond Asset Management
Virginia
$4.54M -$31.3K -321 -0.7%
AAS
1082
Avantax Advisory Services
Texas
$4.51M +$4.51M +46,141 New
LCC
1083
Lincoln Capital Corp
Rhode Island
$4.51M +$851K +8,715 +23%
SAM
1084
Selway Asset Management
$4.51M -$40.4K -414 -0.9%
TB
1085
Terril Brothers
Missouri
$4.5M -$20K -205 -0.4%
AF
1086
Ally Financial
Michigan
$4.49M +$3.51M +36,000 +360%
UF
1087
Univest Financial
Pennsylvania
$4.47M +$153K +1,565 +4%
SNT
1088
Security National Trust
West Virginia
$4.46M -$304K -3,110 -6%
Lido Advisors
1089
Lido Advisors
California
$4.46M -$72.1K -739 -2%
BCM
1090
Brookmont Capital Management
Texas
$4.46M -$463K -4,747 -9%
HCA
1091
Horan Capital Advisors
Ohio
$4.42M +$124K +1,271 +3%
VAS
1092
Valicenti Advisory Services
New York
$4.42M +$987K +10,106 +29%
EGA
1093
E&G Advisors
Texas
$4.42M +$144K +1,475 +3%
GWM
1094
Geneos Wealth Management
Colorado
$4.42M +$97K +1,002 +2%
RWM
1095
Rench Wealth Management
Texas
$4.41M +$133K +1,364 +3%
FMWA
1096
Forvis Mazars Wealth Advisors
Missouri
$4.4M +$146K +1,500 +3%
MFAM
1097
Motley Fool Asset Management
Virginia
$4.39M +$82.9K +849 +2%
MUAMU
1098
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.39M -$488K -5,000 -10%
MMG
1099
Monetary Management Group
Missouri
$4.38M -$59.6K -610 -1%
SIA
1100
SeaBridge Investment Advisors
New Jersey
$4.38M -$164K -1,685 -4%
42 43
44
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