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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 %
MWM
1251
MinichMacGregor Wealth Management
New York
$3.39M +$3.24M +33,870 +2,116%
LA
1252
LVW Advisors
New York
$3.39M +$248K +2,536 +8%
OC
1253
Oarsman Capital
Wisconsin
$3.38M -$456K -4,676 -12%
STA
1254
Summit Trail Advisors
New York
$3.37M -$5.71M -58,512 -63%
IWM
1255
IHT Wealth Management
Illinois
$3.36M +$346K +3,541 +11%
BSB
1256
Bangor Savings Bank
Maine
$3.36M -$49.7K -509 -1%
AIM
1257
ARGA Investment Management
Connecticut
$3.36M -$1.55M -15,841 -32%
VFA
1258
Voya Financial Advisors
Connecticut
$3.34M +$137K +1,411 +4%
TBNY
1259
Trustco Bank (New York)
New York
$3.34M -$14.4K -148 -0.4%
UAS
1260
United Asset Strategies
New York
$3.33M +$303K +3,106 +10%
GFPC
1261
Global Financial Private Capital
Florida
$3.33M -$805K -8,246 -19%
LOAME
1262
Lombard Odier Asset Management (Europe)
United Kingdom
$3.32M – – –
BAM
1263
Belpointe Asset Management
Nevada
$3.32M +$367K +3,760 +12%
AFM
1264
Andesa Financial Management
Pennsylvania
$3.31M +$1.01M +10,321 +44%
CT
1265
Coastline Trust
Rhode Island
$3.31M +$369K +3,776 +13%
FA
1266
FMA Advisory
Pennsylvania
$3.29M -$21.9K -224 -0.7%
BWAM
1267
Boyd Watterson Asset Management
Ohio
$3.27M -$377K -3,865 -10%
TWA
1268
TCI Wealth Advisors
Arizona
$3.26M +$1.17K +12 +0%
MCP
1269
Martin Capital Partners
Oregon
$3.26M +$194K +1,990 +6%
TSWM
1270
Triangle Securities Wealth Management
North Carolina
$3.26M +$155K +1,590 +5%
SFSIG
1271
San Francisco Sentry Investment Group
California
$3.25M +$274K +2,805 +9%
LBC
1272
Lawrence B. Cohen
$3.24M +$32.2K +330 +1%
IC
1273
Investment Counsel
Michigan
$3.23M – – –
AL
1274
Aspiriant LLC
California
$3.23M +$87.1K +894 +3%
ACP
1275
Aviance Capital Partners
Florida
$3.23M -$324K -3,319 -9%
49 50
51
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