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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 %
SCP
1201
Silverleafe Capital Partners
Tennessee
$4.16M -$26.9K -238 -0.6%
MC
1202
Mathes Company
New York
$4.15M -$401K -3,550 -9%
MBTD
1203
Mechanics Bank - Trust Department
California
$4.15M -$74.1K -657 -2%
SSI
1204
Scott & Selber Inc
Texas
$4.15M -$57.2K -507 -1%
HH
1205
Hilltop Holdings
Texas
$4.13M +$921K +8,158 +29%
OIA
1206
Optimum Investment Advisors
Illinois
$4.12M +$9.59K +85 +0.2%
CS
1207
Comerica Securities
Michigan
$4.12M +$118K +1,048 +3%
ACP
1208
Aviance Capital Partners
Florida
$4.11M -$186K -1,650 -4%
ITIM
1209
Indiana Trust & Investment Management
Indiana
$4.1M -$76.2K -675 -2%
NEPWA
1210
New England Private Wealth Advisors
Massachusetts
$4.1M -$40.9K -362 -1%
UH
1211
Unigestion Holding
Switzerland
$4.06M – – –
LNC
1212
Lincoln National Corp
Pennsylvania
$4.05M +$446K +3,956 +12%
WCM
1213
Washington Capital Management
Washington
$4.05M -$141K -1,250 -3%
SIMM
1214
Stillwater Investment Management (Minnesota)
Minnesota
$4.05M -$130K -1,155 -3%
Tudor Investment Corp
1215
Tudor Investment Corp
Connecticut
$4.04M -$7.78M -68,988 -66%
SCM
1216
Stonebridge Capital Management
California
$4.03M -$95.9K -850 -2%
PIA
1217
Piedmont Investment Advisors
North Carolina
$4.02M -$12.7M -112,517 -76%
DPIM
1218
Duff & Phelps Investment Management
Illinois
$4.01M -$125K -1,110 -3%
BDWM
1219
Brewin Dolphin Wealth Management
Ireland
$4M -$48.7K -432 -1%
BA
1220
Baugh & Associates
Georgia
$4M +$16.9K +150 +0.4%
MCM
1221
Maryland Capital Management
Maryland
$3.99M +$65.5K +580 +2%
BA
1222
Birinyi Associates
Connecticut
$3.98M -$13.7K -121 -0.3%
VAS
1223
Valicenti Advisory Services
New York
$3.97M +$46.3K +410 +1%
NPT
1224
Nixon Peabody Trust
Massachusetts
$3.97M +$196K +1,738 +5%
FPS
1225
Fieldpoint Private Securities
Connecticut
$3.97M +$266K +2,355 +7%
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