JPM icon

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 %
GFPC
1126
Global Financial Private Capital
Florida
$4.77M -$121K -1,070 -2%
SPC
1127
Salient Private Client
Texas
$4.77M -$77.7K -689 -2%
WPIC
1128
White Pine Investment Company
Michigan
$4.76M -$45.1K -400 -0.9%
OAMG
1129
Odey Asset Management Group
United Kingdom
$4.73M – – –
GT
1130
Greenleaf Trust
Michigan
$4.73M +$270K +2,397 +6%
SMG
1131
Spectrum Management Group
Indiana
$4.71M +$608K +5,390 +15%
AWM
1132
Altium Wealth Management
New York
$4.7M -$656K -5,813 -12%
WCA
1133
Westover Capital Advisors
Delaware
$4.7M +$330K +2,927 +8%
CIM
1134
CenturyLink Investment Management
Colorado
$4.7M -$563K -4,989 -11%
PWM
1135
Perigon Wealth Management
California
$4.7M +$834K +7,388 +22%
PA
1136
Perennial Advisors
New York
$4.7M -$26.3K -233 -0.6%
SWM
1137
Stockman Wealth Management
Montana
$4.69M -$32.4K -287 -0.7%
BCM
1138
Buckhead Capital Management
Georgia
$4.69M +$55.9K +495 +1%
CBU
1139
CIBC Bank USA
Illinois
$4.66M +$353K +3,131 +8%
ST
1140
Somerset Trust
Pennsylvania
$4.65M +$6.32K +56 +0.1%
SEC
1141
Seven Eight Capital
New York
$4.65M -$10.8M -95,400 -70%
GIP
1142
Granite Investment Partners
California
$4.64M +$15.2K +135 +0.3%
LGC
1143
Laurel Grove Capital
California
$4.63M -$327K -2,900 -7%
CNC
1144
Citizens & Northern Corp
Pennsylvania
$4.6M -$260K -2,308 -5%
BPM
1145
Bowling Portfolio Management
Ohio
$4.6M -$255K -2,264 -5%
CCA
1146
Checchi Capital Advisers
California
$4.59M +$459K +4,068 +11%
CAM
1147
Close Asset Management
United Kingdom
$4.59M +$318K +3,116 +7%
OA
1148
Oxbow Advisors
Texas
$4.55M -$790 -7 -0%
PA
1149
Parallel Advisors
California
$4.54M +$664K +5,885 +17%
HA
1150
Halsey Associates
Connecticut
$4.54M +$51.9K +460 +1%
44 45
46
47 48