JPM icon

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 %
BP
1226
BBR Partners
New York
$3.97M +$248K +2,198 +7%
BBP
1227
Banco BTG Pactual
Brazil
$3.96M -$2.49M -22,028 -39%
GKFF
1228
George Kaiser Family Foundation
Oklahoma
$3.96M – – –
BSB
1229
Bangor Savings Bank
Maine
$3.94M -$22.3K -198 -0.6%
KHLMVGHM
1230
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$3.93M – – –
TRCT
1231
Tower Research Capital (TRC)
New York
$3.93M -$16.5M -145,861 -81%
BHB
1232
Bank Hapoalim BM
Israel
$3.92M -$29.6K -262 -0.7%
LCM
1233
Laurion Capital Management
New York
$3.9M -$10.2M -90,750 -72%
TBNY
1234
Trustco Bank (New York)
New York
$3.88M -$72.7K -644 -2%
BIA
1235
BMT Investment Advisors
Pennsylvania
$3.88M +$79K +700 +2%
SGA
1236
Strategic Global Advisors
California
$3.87M -$12.5K -111 -0.3%
CIS
1237
Capital International Sarl
California
$3.87M -$865K -7,667 -18%
TA
1238
Tiedemann Advisors
New York
$3.86M +$36.2K +321 +0.9%
MSWM
1239
Mader & Shannon Wealth Management
Missouri
$3.85M -$376K -3,333 -9%
PCM
1240
Prelude Capital Management
New York
$3.85M +$2.98M +26,396 +342%
RIM
1241
Rampart Investment Management
Connecticut
$3.85M +$1.38M +32,936 +56%
LOAME
1242
Lombard Odier Asset Management (Europe)
United Kingdom
$3.84M +$32.9K +292 +0.9%
LPIC
1243
LeJeune Puetz Investment Counsel
Michigan
$3.84M +$5.64K +50 +0.1%
UOC
1244
UBS O'Connor
Illinois
$3.84M +$3.84M +34,000 New
FA
1245
FMA Advisory
Pennsylvania
$3.83M +$11.5K +102 +0.3%
AIC
1246
Argus Investors Counsel
New York
$3.83M -$190K -1,685 -5%
MCP
1247
Mirador Capital Partners
California
$3.82M +$142K +1,254 +4%
FBT
1248
First Bankers Trust
Kentucky
$3.8M +$414K +3,670 +12%
SFG
1249
SevenBridge Financial Group
Pennsylvania
$3.8M +$178K +1,611 +5%
NIMI
1250
Natixis Investment Managers International
France
$3.8M +$319K +2,826 +9%
48 49
50
51 52