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 %
TSWM
1276
Triangle Securities Wealth Management
North Carolina
$3.58M -$33.9K -300 -0.9%
CWP
1277
Capital Wealth Planning
Florida
$3.57M +$110K +974 +3%
AWM
1278
Avior Wealth Management
Nebraska
$3.57M +$23.2K +207 +0.7%
GLA
1279
Great Lakes Advisors
Illinois
$3.56M +$51.8K +459 +1%
MHS
1280
M Holdings Securities
Oregon
$3.56M +$39.2K +347 +1%
MCP
1281
Martin Capital Partners
Oregon
$3.54M +$698K +6,181 +25%
AWCI
1282
Alpine Woods Capital Investors
New York
$3.53M -$22.6K -200 -0.6%
TCM
1283
Teza Capital Management
Illinois
$3.53M +$1.84M +16,302 +109%
ST
1284
Spinnaker Trust
Maine
$3.52M -$2.26K -20 -0.1%
CQS
1285
Credential Qtrade Securities
$3.51M +$3.51M +31,101 New
SS
1286
Sunbelt Securities
Texas
$3.51M +$38.4K +340 +1%
DWM
1287
Dorchester Wealth Management
Quebec, Canada
$3.5M +$103K +910 +3%
ECML
1288
Eagle Capital Management (Louisiana)
Louisiana
$3.5M +$57.2K +507 +2%
UAS
1289
United Asset Strategies
New York
$3.5M +$262K +2,326 +8%
WIC
1290
Whitegate Investment Counselors
New Hampshire
$3.49M -$133K -1,175 -4%
IWM
1291
IHT Wealth Management
Illinois
$3.49M +$240K +2,131 +7%
WPA
1292
Winning Points Advisors
Florida
$3.49M – – –
IC
1293
Investment Counsel
Michigan
$3.47M -$169K -1,615 -5%
SCA
1294
Spearhead Capital Advisors
Florida
$3.47M +$16.5K +143 +0.5%
SFSIG
1295
San Francisco Sentry Investment Group
California
$3.44M +$302K +2,681 +10%
FAM
1296
Foresters Asset Management
Ontario, Canada
$3.44M -$3.26M -22,500 -49%
CT
1297
Chicago Trust
Illinois
$3.43M +$2.48K +22 +0.1%
IBOK
1298
Independence Bank of Kentucky
Kentucky
$3.43M -$89.2K -791 -3%
VLKIM
1299
Van Lanschot Kempen Investment Management
Netherlands
$3.43M -$589K -5,217 -15%
RL
1300
Ruffer LLP
United Kingdom
$3.42M -$1.41M -12,516 -29%
50 51
52
53 54