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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 %
MFS
1151
Monetta Financial Services
Illinois
$4.51M – – –
HIH
1152
HRS Investment Holdings
New York
$4.51M – – –
GIA
1153
Granite Investment Advisors
New Hampshire
$4.51M -$59.2K -525 -1%
HCA
1154
Harbour Capital Advisors
Virginia
$4.49M +$60K +532 +1%
RMSCM
1155
R.M. Sincerbeaux Capital Management
New York
$4.49M – – –
AF
1156
Advisornet Financial
Minnesota
$4.48M -$66.7K -591 -1%
Harris Associates
1157
Harris Associates
Illinois
$4.47M -$47.6M -422,170 -91%
QF
1158
QVT Financial
New York
$4.46M – – –
BFEC
1159
Benjamin F. Edwards & Company
Missouri
$4.46M -$109K -969 -2%
PAI
1160
Pittenger & Anderson Inc
Nebraska
$4.45M +$65.4K +580 +1%
PIC
1161
PCJ Investment Counsel
Ontario, Canada
$4.45M +$1.63M +14,440 +58%
MBA
1162
McQueen Ball & Associates
Pennsylvania
$4.45M -$22.2K -197 -0.5%
BCM
1163
Beck Capital Management
Texas
$4.44M -$31.4K -278 -0.7%
OC
1164
Oarsman Capital
Wisconsin
$4.44M +$629K +5,575 +17%
TC
1165
Trust Company
Kansas
$4.43M -$339K -3,007 -7%
HCM
1166
HGI Capital Management
New York
$4.42M +$312K +2,767 +8%
SFP
1167
Shepherd Financial Partners
Massachusetts
$4.42M – – –
EM
1168
Excalibur Management
Massachusetts
$4.42M -$855K -7,580 -16%
GIA
1169
Guyasuta Investment Advisors
Pennsylvania
$4.4M -$27.1K -240 -0.6%
WPP
1170
Whalerock Point Partners
Rhode Island
$4.38M +$19.5K +173 +0.4%
MOS
1171
MGO One Seven
Ohio
$4.37M +$4.37M +38,726 New
IC
1172
Intersect Capital
California
$4.37M +$431K +3,822 +11%
GIM
1173
Goelzer Investment Management
Indiana
$4.36M -$66.8K -592 -2%
VanEck Associates
1174
VanEck Associates
New York
$4.35M +$334K +2,961 +8%
WS
1175
Wedbush Securities
California
$4.33M +$83.7K +742 +2%
45 46
47
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