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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 %
AWM
1101
Altavista Wealth Management
North Carolina
$4.97M +$4.4K +39 +0.1%
ECM
1102
Elgethun Capital Management
South Dakota
$4.97M -$9.02K -79 -0.2%
SACTSONJ
1103
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.97M – – –
RWM
1104
Rench Wealth Management
Texas
$4.95M +$179K +1,582 +4%
EGA
1105
E&G Advisors
Texas
$4.94M +$184K +1,627 +4%
SA
1106
Strategic Advisors
New York
$4.92M +$254K +2,247 +5%
FMWA
1107
Forvis Mazars Wealth Advisors
Missouri
$4.91M -$64.2K -569 -1%
AIS
1108
AlphaOne Investment Services
Pennsylvania
$4.91M – – –
AB
1109
AT Bancorp
Iowa
$4.9M -$67.7K -600 -1%
AC
1110
Arjuna Capital
North Carolina
$4.9M +$30.1K +267 +0.6%
BCCM
1111
Bridge Creek Capital Management
Massachusetts
$4.89M -$189K -1,677 -4%
MCM
1112
McMillion Capital Management
North Carolina
$4.89M +$53.4K +473 +1%
RWA
1113
River Wealth Advisors
Pennsylvania
$4.88M -$19K -168 -0.4%
ACM
1114
Argyle Capital Management
Pennsylvania
$4.85M – – –
CIG
1115
Consolidated Investment Group
Colorado
$4.85M – – –
AAM
1116
Augustine Asset Management
Florida
$4.84M +$11.1K +98 +0.2%
KCMRT
1117
Kemper Corp Master Retirement Trust
Illinois
$4.84M -$858K -7,600 -15%
BC
1118
Burney Company
Virginia
$4.84M -$538K -4,766 -10%
VST
1119
Van Strum & Towne
California
$4.84M -$16.9K -150 -0.3%
Cetera Investment Advisers
1120
Cetera Investment Advisers
Illinois
$4.84M +$321K +2,843 +7%
CG
1121
Cutler Group
California
$4.83M -$4.95M -43,876 -51%
SCA
1122
Sage Capital Advisors
South Dakota
$4.81M -$2.02M -17,873 -30%
YIA
1123
YHB Investment Advisors
Connecticut
$4.81M -$98.7K -875 -2%
AFM
1124
Abbot Financial Management
Massachusetts
$4.8M -$140K -1,243 -3%
IFAM
1125
Institutional & Family Asset Management
Colorado
$4.78M -$7.67K -68 -0.2%
43 44
45
46 47