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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 %
CWP
1301
Capital Wealth Planning
Florida
$3.12M +$27.9K +286 +0.9%
BIMC
1302
Benson Investment Management Company
Virginia
$3.1M +$449K +4,595 +17%
MC
1303
Mathes Company
New York
$3.08M -$514K -5,270 -14%
SP
1304
Symmetry Partners
Connecticut
$3.08M +$3.08M +31,511 New
AWCI
1305
Alpine Woods Capital Investors
New York
$3.08M +$18.8K +193 +0.6%
LB
1306
Landmark Bank
Missouri
$3.07M +$436K +4,467 +17%
WPA
1307
Winning Points Advisors
Florida
$3.07M – – –
AIC
1308
Argus Investors Counsel
New York
$3.07M -$246K -2,520 -7%
VLKIM
1309
Van Lanschot Kempen Investment Management
Netherlands
$3.06M +$99.6K +1,020 +3%
BSPF
1310
British Steel Pension Fund
United Kingdom
$3.06M +$3.06M +27,111 New
FSA
1311
Fort Sheridan Advisors
Illinois
$3.04M +$3.04M +31,122 New
VFM
1312
Viking Fund Management
North Dakota
$3.03M +$1.56M +16,000 +107%
VWA
1313
V Wealth Advisors
Kansas
$3.02M +$1.26M +12,481 +72%
HCM
1314
Hodges Capital Management
Texas
$3.01M +$1.18M +12,057 +64%
ECML
1315
Eagle Capital Management (Louisiana)
Louisiana
$3.01M -$16.4K -168 -0.5%
OIM
1316
Opus Investment Management
Massachusetts
$3M +$532K +5,450 +22%
NNP
1317
Nachman Norwood & Parrott
South Carolina
$3M +$3M +30,719 New
GLA
1318
Great Lakes Advisors
Illinois
$2.99M -$89.3K -915 -3%
SC
1319
Savant Capital
Illinois
$2.99M +$369K +3,784 +14%
Hotchkis & Wiley Capital Management
1320
Hotchkis & Wiley Capital Management
California
$2.99M -$263M -2,697,302 -99%
TCM
1321
Traynor Capital Management
Pennsylvania
$2.98M +$416K +4,262 +16%
AWM
1322
Avior Wealth Management
Nebraska
$2.98M -$129K -1,320 -4%
PFT
1323
Providence First Trust
Arizona
$2.98M +$101K +1,033 +4%
CIS
1324
Capital International Sarl
California
$2.97M -$371K -3,800 -11%
MWM
1325
Marietta Wealth Management
Georgia
$2.97M +$117K +1,202 +4%
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