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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 %
LBD
1151
Landsberg Bennett & Dubbaneh
Florida
$4.06M +$4.06M +41,573 New
RWA
1152
River Wealth Advisors
Pennsylvania
$4.05M -$176K -1,798 -4%
IFAM
1153
Institutional & Family Asset Management
Colorado
$4.04M -$88.5K -906 -2%
AMM
1154
American Money Management
California
$4.04M +$312K +3,200 +8%
HIS
1155
Horizon Investment Services
Indiana
$4.01M -$517K -5,299 -11%
Koshinski Asset Management
1156
Koshinski Asset Management
Illinois
$4M -$1.21M -12,439 -23%
CNC
1157
Citizens & Northern Corp
Pennsylvania
$4M +$20.6K +211 +0.5%
ST
1158
Somerset Trust
Pennsylvania
$3.99M -$30.3K -310 -0.8%
SCP
1159
Silverleafe Capital Partners
Tennessee
$3.98M +$385K +3,947 +11%
BCM
1160
Buckhead Capital Management
Georgia
$3.98M -$77.2K -791 -2%
SCI
1161
SkyBridge Capital II
New York
$3.95M +$3.95M +40,459 New
GT
1162
Greenleaf Trust
Michigan
$3.95M -$144K -1,478 -4%
PA
1163
Parallel Advisors
California
$3.95M +$16.7K +171 +0.4%
ACM
1164
Alpha Capital Management
Texas
$3.94M +$240K +2,463 +6%
AAMA
1165
Advanced Asset Management Advisors
Ohio
$3.94M +$291K +2,981 +8%
TCM
1166
Tuttle Capital Management
Connecticut
$3.94M +$2.27M +23,207 +135%
JAM
1167
Jolley Asset Management
North Carolina
$3.93M +$198K +2,024 +5%
GIA
1168
Granite Investment Advisors
New Hampshire
$3.92M +$18.5K +190 +0.5%
FPS
1169
Fieldpoint Private Securities
Connecticut
$3.92M +$485K +4,966 +14%
MBA
1170
McQueen Ball & Associates
Pennsylvania
$3.9M +$57.2K +586 +1%
CS
1171
Comerica Securities
Michigan
$3.9M +$336K +3,444 +9%
CCG
1172
Chatham Capital Group
Georgia
$3.89M +$2.94M +30,135 +310%
BA
1173
Bristol Advisors
Pennsylvania
$3.89M +$3.89M +39,800 New
RMSCM
1174
R.M. Sincerbeaux Capital Management
New York
$3.88M – – –
CBU
1175
CIBC Bank USA
Illinois
$3.88M -$150K -1,539 -4%
45 46
47
48 49