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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 %
HW
1176
Hedeker Wealth
Illinois
$4.32M +$87K +771 +2%
AWM
1177
AE Wealth Management
Kansas
$4.32M +$1.08M +9,559 +33%
JAM
1178
Jolley Asset Management
North Carolina
$4.32M -$11.8K -105 -0.3%
AMM
1179
American Money Management
California
$4.3M -$28.4K -252 -0.7%
OCM
1180
One Capital Management
California
$4.3M +$341K +3,022 +9%
CWS
1181
Cypress Wealth Services
California
$4.29M – – –
BSW
1182
Buckingham Strategic Wealth
Missouri
$4.29M -$46.2K -409 -1%
ACM
1183
Alpha Capital Management
Texas
$4.28M +$57.7K +511 +1%
SAM
1184
Sawgrass Asset Management
Florida
$4.27M -$168K -1,485 -4%
GP
1185
Geneva Partners
Wisconsin
$4.27M -$19.7K -175 -0.5%
AC
1186
Abbrea Capital
California
$4.26M +$37.6K +333 +0.9%
PAM
1187
Paradigm Asset Management
New York
$4.26M -$6.23M -55,250 -59%
BA
1188
Bristlecone Advisors
Washington
$4.25M +$1.7M +15,069 +67%
LCC
1189
Lincoln Capital Corp
Rhode Island
$4.23M +$327K +2,896 +8%
HCM
1190
Hall Capital Management
Rhode Island
$4.22M -$26.6K -236 -0.6%
AAMA
1191
Advanced Asset Management Advisors
Ohio
$4.22M -$336K -2,980 -7%
DAS
1192
Dynamic Advisor Solutions
Arizona
$4.22M +$86.1K +763 +2%
BWAM
1193
Boyd Watterson Asset Management
Ohio
$4.21M +$20.4K +181 +0.5%
DT
1194
Diversified Trust
Tennessee
$4.2M -$11.1K -98 -0.3%
LRPA
1195
L. Roy Papp & Associates
Arizona
$4.2M – – –
WBC
1196
West Branch Capital
Massachusetts
$4.19M -$35.8K -317 -0.8%
CAM
1197
Columbia Asset Management
Michigan
$4.19M +$189K +1,678 +5%
SMFG
1198
Sumitomo Mitsui Financial Group
Japan
$4.18M -$296K -2,627 -7%
HT
1199
Heritage Trust
Oklahoma
$4.17M -$48.7K -432 -1%
IMOV
1200
Investment Management of Virginia
Virginia
$4.17M +$51.1K +453 +1%
46 47
48
49 50