JPM icon

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 %
SFG
1126
SevenBridge Financial Group
Pennsylvania
$4.2M +$893K +9,310 +27%
CIG
1127
Consolidated Investment Group
Colorado
$4.2M – – –
Cetera Investment Advisers
1128
Cetera Investment Advisers
Illinois
$4.2M +$23.6K +242 +0.6%
CCP
1129
Cardan Capital Partners
Colorado
$4.19M -$116K -1,184 -3%
RA
1130
Rational Advisors
New York
$4.19M +$3.32M +34,025 +383%
KCMRT
1131
Kemper Corp Master Retirement Trust
Illinois
$4.19M – – –
SWM
1132
Stockman Wealth Management
Montana
$4.17M +$110K +1,131 +3%
AFM
1133
Abbot Financial Management
Massachusetts
$4.17M +$17.4K +178 +0.4%
CHA
1134
Cedar Hill Associates
Illinois
$4.17M -$1.78M -18,260 -30%
WPIC
1135
White Pine Investment Company
Michigan
$4.16M +$50.8K +520 +1%
AB
1136
AT Bancorp
Iowa
$4.15M -$89.2K -914 -2%
MAFM
1137
Mid Atlantic Financial Management
Pennsylvania
$4.14M +$4.14M +42,414 New
IB
1138
Intrust Bank
Kansas
$4.14M -$343K -3,511 -8%
ACM
1139
ADI Capital Management
New York
$4.14M +$4.14M +42,371 New
BSW
1140
Buckingham Strategic Wealth
Missouri
$4.13M +$424K +4,339 +11%
VanEck Associates
1141
VanEck Associates
New York
$4.13M +$368K +3,765 +10%
SCA
1142
Sage Capital Advisors
South Dakota
$4.13M -$34.4K -352 -0.8%
AAM
1143
Augustine Asset Management
Florida
$4.11M -$76.8K -787 -2%
P
1144
Pitcairn
Pennsylvania
$4.1M -$401K -4,112 -9%
BC
1145
Burney Company
Virginia
$4.1M -$83.8K -858 -2%
HA
1146
Halsey Associates
Connecticut
$4.09M +$165K +1,686 +4%
WCA
1147
Westover Capital Advisors
Delaware
$4.09M +$19.2K +197 +0.5%
TFS
1148
Thoroughbred Financial Services
Tennessee
$4.08M +$4.08M +41,746 New
AC
1149
Arjuna Capital
North Carolina
$4.07M -$171K -1,755 -4%
CIM
1150
CenturyLink Investment Management
Colorado
$4.06M -$2.34K -24 -0.1%
44 45
46
47 48