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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 %
PAI
1176
Pittenger & Anderson Inc
Nebraska
$3.87M +$13.7K +140 +0.4%
Wealth Enhancement Advisory Services
1177
Wealth Enhancement Advisory Services
Minnesota
$3.87M +$765K +7,310 +25%
Harris Associates
1178
Harris Associates
Illinois
$3.86M – – –
JIC
1179
Joel Isaacson & Co
New York
$3.86M +$1.05M +10,471 +37%
MCM
1180
Maryland Capital Management
Maryland
$3.86M +$407K +4,174 +12%
BHA
1181
Beech Hill Advisors
New York
$3.86M +$3.33M +34,130 +630%
QF
1182
QVT Financial
New York
$3.86M – – –
DT
1183
Diversified Trust
Tennessee
$3.85M +$220K +2,254 +6%
EM
1184
Excalibur Management
Massachusetts
$3.85M +$30.8K +315 +0.8%
IC
1185
Intersect Capital
California
$3.84M +$66.2K +678 +2%
KPW
1186
Kore Private Wealth
New York
$3.83M +$3.83M +39,217 New
EMR
1187
Errol M. Rudman
$3.82M -$1.55M -15,890 -29%
HW
1188
Hedeker Wealth
Illinois
$3.81M +$71.7K +735 +2%
HCA
1189
Harbour Capital Advisors
Virginia
$3.81M -$79.8K -817 -2%
GP
1190
Geneva Partners
Wisconsin
$3.8M +$101K +1,039 +3%
GIM
1191
Goelzer Investment Management
Indiana
$3.79M +$24.1K +247 +0.6%
OCM
1192
One Capital Management
California
$3.79M +$64.3K +659 +2%
VST
1193
Van Strum & Towne
California
$3.76M -$423K -4,332 -10%
OIA
1194
OneDigital Investment Advisors
Kansas
$3.76M +$3.05M +31,278 +435%
MOS
1195
MGO One Seven
Ohio
$3.75M -$25.5K -261 -0.7%
AWM
1196
AE Wealth Management
Kansas
$3.74M +$6.54K +67 +0.2%
IPW
1197
Inlet Private Wealth
Florida
$3.74M +$3.74M +38,349 New
LNC
1198
Lincoln National Corp
Pennsylvania
$3.74M +$237K +2,426 +7%
HT
1199
Heritage Trust
Oklahoma
$3.68M +$70.7K +724 +2%
TCM
1200
Teza Capital Management
Illinois
$3.68M +$626K +6,412 +21%
46 47
48
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