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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 %
OIA
1276
Optimum Investment Advisors
Illinois
$3.22M -$347K -3,558 -10%
UTC
1277
Unified Trust Company
Kentucky
$3.22M +$3.22M +32,949 New
GD
1278
Grandfield & Dodd
New York
$3.21M +$35.6K +365 +1%
PJSIMP
1279
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.2M +$2.87M +29,375 +868%
WIC
1280
Whitegate Investment Counselors
New Hampshire
$3.2M +$175K +1,790 +6%
HCM
1281
Howland Capital Management
Massachusetts
$3.18M -$17.6K -180 -0.5%
MCP
1282
Mirador Capital Partners
California
$3.18M -$125K -1,282 -4%
HIH
1283
HRS Investment Holdings
New York
$3.17M -$732K -7,500 -19%
ADL
1284
Asset Dedication LLC
California
$3.17M -$103K -1,059 -3%
PAS
1285
Park Avenue Securities
New York
$3.17M +$221K +2,208 +7%
IAMOG
1286
Investors Asset Management of Georgia
Georgia
$3.16M -$11.6K -119 -0.4%
BCM
1287
BlueCrest Capital Management
Jersey
$3.14M -$3.99M -40,858 -56%
PG
1288
Patten Group
Tennessee
$3.14M -$33.7K -345 -1%
CAL
1289
Capital Analysts LLC
Pennsylvania
$3.14M -$59.9K -614 -2%
AAM
1290
Aureus Asset Management
Massachusetts
$3.14M +$25.8K +264 +0.8%
CIC
1291
Crawford Investment Counsel
Georgia
$3.14M +$229K +2,342 +8%
PGAM
1292
Princeton Global Asset Management
New Jersey
$3.13M +$3.13M +32,088 New
PP
1293
Professional Planning
California
$3.13M +$14.1K +144 +0.5%
CC
1294
Chanos & Company
New York
$3.13M +$627K +6,422 +25%
RIM
1295
Rampart Investment Management
Connecticut
$3.13M -$5.87M -60,109 -65%
TA
1296
TFG Advisers
Michigan
$3.13M +$3.13M +32,037 New
GC
1297
Grimes & Company
Massachusetts
$3.13M -$122K -1,245 -4%
GH
1298
GAM Holding
Switzerland
$3.13M -$62.8K -643 -2%
TIA
1299
Tiemann Investment Advisors
California
$3.12M +$5.95K +61 +0.2%
KCM
1300
Karp Capital Management
California
$3.12M +$523K +5,357 +20%
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