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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 %
ACM
1101
Argyle Capital Management
Pennsylvania
$4.38M +$181K +1,850 +4%
DAS
1102
Dynamic Advisor Solutions
Arizona
$4.38M +$511K +4,939 +13%
AWM
1103
Altavista Wealth Management
North Carolina
$4.37M +$75.5K +773 +2%
HR
1104
Hayden Royal
North Carolina
$4.37M +$4.37M +44,781 New
BCM
1105
Bluefin Capital Management
New York
$4.37M +$1.92M +19,681 +79%
SFP
1106
Shepherd Financial Partners
Massachusetts
$4.37M +$223K +2,278 +5%
VWM
1107
Valley Wealth Managers
New Jersey
$4.35M +$1.09M +11,167 +33%
BFO
1108
Boston Family Office
Massachusetts
$4.34M +$43.4K +445 +1%
BFEC
1109
Benjamin F. Edwards & Company
Missouri
$4.34M +$484K +4,962 +13%
CSA
1110
Cottage Street Advisors
Massachusetts
$4.31M -$17.7K -181 -0.4%
GIP
1111
Granite Investment Partners
California
$4.3M +$284K +2,907 +7%
SACTSONJ
1112
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.3M – – –
ECM
1113
Elgethun Capital Management
South Dakota
$4.29M -$26.1K -263 -0.6%
MCM
1114
McMillion Capital Management
North Carolina
$4.29M +$56.3K +577 +1%
WPW
1115
Winthrop Partners - WNY
New York
$4.27M -$38.9K -398 -0.9%
SA
1116
Strategic Advisors
New York
$4.27M +$16K +164 +0.4%
RC
1117
Roundview Capital
New Jersey
$4.27M -$95.7K -980 -2%
WS
1118
Wedbush Securities
California
$4.25M +$511K +5,236 +14%
SMG
1119
Spectrum Management Group
Indiana
$4.25M +$171K +1,755 +4%
BAM
1120
Brave Asset Management
New Jersey
$4.23M +$2.34M +23,937 +123%
IWA
1121
IBEX Wealth Advisors
New Jersey
$4.23M -$990K -10,144 -19%
SCM
1122
Silvant Capital Management
Georgia
$4.23M -$4.4M -45,102 -51%
BCCM
1123
Bridge Creek Capital Management
Massachusetts
$4.22M -$12.2K -125 -0.3%
CCM
1124
Coldstream Capital Management
Washington
$4.21M -$96K -983 -2%
PA
1125
Perennial Advisors
New York
$4.2M +$140K +1,438 +3%
43 44
45
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