JPM icon

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 %
WCM
1226
Washington Capital Management
Washington
$3.53M +$27.3K +280 +0.8%
SSI
1227
Scott & Selber Inc
Texas
$3.53M -$58.4K -598 -2%
SCA
1228
Snowden Capital Advisors
New York
$3.53M +$270K +2,764 +8%
BKA
1229
Brick & Kyle Associates
Pennsylvania
$3.53M +$3.53M +36,129 New
LPIC
1230
LeJeune Puetz Investment Counsel
Michigan
$3.53M +$203K +2,079 +6%
SIMM
1231
Stillwater Investment Management (Minnesota)
Minnesota
$3.52M +$20.5K +210 +0.6%
SFFS
1232
Stonehage Fleming Financial Services
Jersey
$3.52M +$850K +8,698 +32%
BCM
1233
Beck Capital Management
Texas
$3.51M -$327K -3,350 -9%
PWS
1234
Peloton Wealth Strategists
Indiana
$3.51M +$244K +2,500 +7%
UH
1235
Unigestion Holding
Switzerland
$3.51M – – –
CCA
1236
Checchi Capital Advisers
California
$3.5M -$469K -4,804 -12%
TC
1237
Trust Company
Kansas
$3.5M -$339K -3,476 -9%
SMFG
1238
Sumitomo Mitsui Financial Group
Japan
$3.48M -$113K -1,171 -3%
BDWM
1239
Brewin Dolphin Wealth Management
Ireland
$3.47M +$9.76K +100 +0.3%
DPIM
1240
Duff & Phelps Investment Management
Illinois
$3.47M – – –
WBC
1241
West Branch Capital
Massachusetts
$3.47M -$159K -1,625 -4%
NIP
1242
Nicholas Investment Partners
California
$3.47M +$3.47M +35,545 New
GIA
1243
Guyasuta Investment Advisors
Pennsylvania
$3.46M -$345K -3,530 -9%
ITIM
1244
Indiana Trust & Investment Management
Indiana
$3.46M -$86.9K -890 -2%
BA
1245
Birinyi Associates
Connecticut
$3.45M +$11.8K +121 +0.3%
NPT
1246
Nixon Peabody Trust
Massachusetts
$3.45M +$10.2K +104 +0.3%
BA
1247
Baugh & Associates
Georgia
$3.44M -$14.6K -150 -0.4%
GKFF
1248
George Kaiser Family Foundation
Oklahoma
$3.42M – – –
MFS
1249
Monetta Financial Services
Illinois
$3.42M -$488K -5,000 -13%
VHAM
1250
Van Hulzen Asset Management
California
$3.4M +$144K +1,472 +4%
48 49
50
51 52