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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 %
CWS
1201
Cypress Wealth Services
California
$3.66M -$49K -502 -1%
SAM
1202
Sawgrass Asset Management
Florida
$3.66M -$34.2K -350 -0.9%
WPP
1203
Whalerock Point Partners
Rhode Island
$3.65M -$135K -1,386 -4%
AWM
1204
Alterna Wealth Management
Texas
$3.65M +$3.65M +39,881 New
IMOV
1205
Investment Management of Virginia
Virginia
$3.64M +$41.2K +422 +1%
HA
1206
Hamel Associates
New Jersey
$3.64M +$2.97M +30,400 +441%
LRPA
1207
L. Roy Papp & Associates
Arizona
$3.63M – – –
SEIA
1208
Signature Estate & Investment Advisors
California
$3.63M +$2.98M +30,539 +457%
BFG
1209
Beacon Financial Group
Texas
$3.63M +$2.99M +30,902 +471%
FMTC
1210
Farmers & Merchants Trust Company
California
$3.62M +$3.62M +37,081 New
DWM
1211
Dorchester Wealth Management
Quebec, Canada
$3.62M +$586K +6,003 +19%
AC
1212
Abbrea Capital
California
$3.62M -$71.5K -732 -2%
AWM
1213
Altium Wealth Management
New York
$3.61M -$457K -4,679 -11%
EAM
1214
Erste Asset Management
Austria
$3.6M +$3.6M +37,175 New
CAM
1215
Columbia Asset Management
Michigan
$3.6M -$26.1K -267 -0.7%
HCM
1216
Hall Capital Management
Rhode Island
$3.59M -$66.1K -677 -2%
BIA
1217
BMT Investment Advisors
Pennsylvania
$3.59M +$234K +2,400 +7%
BP
1218
BBR Partners
New York
$3.58M +$153K +1,566 +4%
RPC
1219
Rossmore Private Capital
Connecticut
$3.58M +$1.54M +15,777 +76%
SCM
1220
Stonebridge Capital Management
California
$3.57M +$88.3K +905 +3%
BA
1221
Bristlecone Advisors
Washington
$3.57M -$106K -1,083 -3%
MBTD
1222
Mechanics Bank - Trust Department
California
$3.57M -$19.4K -199 -0.5%
WIC
1223
Woodmont Investment Counsel
Tennessee
$3.56M +$293K +3,003 +9%
NEPWA
1224
New England Private Wealth Advisors
Massachusetts
$3.55M +$2.54K +26 +0.1%
PCIA
1225
Prime Capital Investment Advisors
Kansas
$3.53M -$2.5M -25,595 -41%
47 48
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