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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 %
BAM
1301
Belpointe Asset Management
Nevada
$3.41M +$626K +5,548 +22%
IAS
1302
IMA Advisory Services
Colorado
$3.4M +$684K +6,065 +25%
CT
1303
Coastline Trust
Rhode Island
$3.4M +$621K +5,500 +22%
BW
1304
Bison Wealth
Georgia
$3.4M -$8.01K -71 -0.2%
ST
1305
Smithfield Trust
Pennsylvania
$3.39M -$1.58K -14 -0%
SHA
1306
Seneca House Advisors
Virginia
$3.39M +$145K +1,282 +4%
First Eagle Investment Management
1307
First Eagle Investment Management
New York
$3.39M – – –
AH
1308
Allen Holding
New York
$3.39M – – –
GCM
1309
Graham Capital Management
Connecticut
$3.39M +$2.37M +20,970 +232%
LFA
1310
Legacy Financial Advisors
Kentucky
$3.38M -$73K -647 -2%
KCP
1311
Kenmare Capital Partners
New York
$3.38M – – –
ICOM
1312
Investment Counselors of Maryland
Maryland
$3.37M -$36.7K -325 -1%
CIC
1313
Crawford Investment Counsel
Georgia
$3.36M +$98.5K +873 +3%
MPIA
1314
Mountain Pacific Investment Advisers
Idaho
$3.36M -$33.9K -300 -1%
CK
1315
Cohen Klingenstein
New York
$3.35M – – –
PAS
1316
Park Avenue Securities
New York
$3.35M +$844K +7,438 +34%
PMG
1317
ProVise Management Group
Florida
$3.33M +$56K +496 +2%
BCM
1318
Blume Capital Management
California
$3.32M -$22.6K -200 -0.7%
FA
1319
FCG Advisors
New Jersey
$3.32M -$31.1K -276 -0.9%
PFT
1320
Providence First Trust
Arizona
$3.32M -$23.9K -212 -0.7%
NF
1321
Nikulski Financial
Iowa
$3.31M -$127K -1,165 -4%
MWM
1322
Marietta Wealth Management
Georgia
$3.3M +$20.5K +182 +0.6%
UBG
1323
United Bank (Georgia)
Georgia
$3.29M -$96K -851 -3%
BP
1324
Ballentine Partners
Massachusetts
$3.29M +$115K +1,022 +4%
BIM
1325
Baldwin Investment Management
Pennsylvania
$3.28M -$67.7K -600 -2%
51 52
53
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