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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 %
VFA
1251
Voya Financial Advisors
Connecticut
$3.79M +$258K +2,252 +7%
WIC
1252
Woodmont Investment Counsel
Tennessee
$3.78M -$93K -824 -2%
ADL
1253
Asset Dedication LLC
California
$3.78M -$148K -1,312 -4%
PWS
1254
Peloton Wealth Strategists
Indiana
$3.77M -$124K -1,100 -3%
TWA
1255
TCI Wealth Advisors
Arizona
$3.77M -$56.6K -502 -1%
SCA
1256
Snowden Capital Advisors
New York
$3.77M +$592K +5,242 +19%
VWM
1257
Valley Wealth Managers
New Jersey
$3.76M +$396K +3,511 +12%
VHAM
1258
Van Hulzen Asset Management
California
$3.76M +$2.58M +22,879 +218%
GC
1259
Grimes & Company
Massachusetts
$3.75M +$48.4K +429 +1%
LBC
1260
Lawrence B. Cohen
$3.71M +$40.4K +358 +1%
SSA
1261
Schonfeld Strategic Advisors
New York
$3.71M +$3.71M +32,889 New
BCM
1262
Bayesian Capital Management
New York
$3.7M +$3.7M +32,800 New
CAL
1263
Capital Analysts LLC
Pennsylvania
$3.7M -$43.1K -382 -1%
HCM
1264
Howland Capital Management
Massachusetts
$3.7M +$110K +979 +3%
GH
1265
GAM Holding
Switzerland
$3.69M +$397K +3,514 +12%
BRC
1266
Bell Rock Capital
Delaware
$3.67M +$114K +1,007 +3%
GD
1267
Grandfield & Dodd
New York
$3.67M – – –
PG
1268
Patten Group
Tennessee
$3.67M +$159K +1,411 +5%
IAMOG
1269
Investors Asset Management of Georgia
Georgia
$3.67M – – –
AL
1270
Aspiriant LLC
California
$3.64M -$160K -1,416 -4%
LA
1271
LVW Advisors
New York
$3.63M +$8.01K +71 +0.2%
GSC
1272
G&S Capital
Colorado
$3.62M -$281K -2,486 -7%
TIA
1273
Tiemann Investment Advisors
California
$3.61M -$33.1K -293 -0.9%
PP
1274
Professional Planning
California
$3.6M +$239K +2,120 +7%
AAM
1275
Aureus Asset Management
Massachusetts
$3.6M -$92.5K -820 -3%
49 50
51
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