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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 %
MBT
1326
Montecito Bank & Trust
California
$3.27M +$846K +7,497 +35%
AC
1327
Addison Capital
Pennsylvania
$3.27M +$54.7K +485 +2%
RA
1328
RFG Advisory
Alabama
$3.26M +$1.77M +15,657 +118%
LC
1329
Lourd Capital
California
$3.26M +$13.7K +121 +0.4%
BWA
1330
BDO Wealth Advisors
Florida
$3.26M +$94K +833 +3%
CBTWT
1331
Community Bank & Trust (Waco, Texas)
Texas
$3.23M +$84.6K +750 +3%
UBV
1332
United Bank (Virginia)
Virginia
$3.23M +$104K +925 +3%
ANRIA
1333
American National Registered Investment Advisor
Texas
$3.22M -$573K -5,075 -15%
CCM
1334
Coe Capital Management
Illinois
$3.22M +$231K +2,045 +8%
ARMT
1335
Amica Retiree Medical Trust
Rhode Island
$3.2M – – –
NFG
1336
NewFocus Financial Group
Washington
$3.2M +$62.4K +553 +2%
JIC
1337
Joel Isaacson & Co
New York
$3.18M +$2.71K +24 +0.1%
FHA
1338
Flagship Harbor Advisors
Massachusetts
$3.18M +$49.9K +440 +2%
KIG
1339
Kessler Investment Group
Indiana
$3.18M +$215K +1,908 +7%
WSC
1340
Wellington Shields & Co
New York
$3.16M -$49.1K -435 -2%
NIM
1341
Nicollet Investment Management
Minnesota
$3.14M +$31.5K +279 +1%
FLI
1342
Family Legacy Inc
South Carolina
$3.14M -$210K -1,859 -6%
TWM
1343
Torch Wealth Management
Ohio
$3.13M +$45.2K +401 +1%
CWM
1344
Concentric Wealth Management
California
$3.11M -$107K -950 -3%
SWM
1345
SeaCrest Wealth Management
New York
$3.1M +$66.7K +591 +2%
CWM
1346
Chesapeake Wealth Management
Virginia
$3.09M +$18.2K +161 +0.6%
SFFS
1347
Stonehage Fleming Financial Services
Jersey
$3.08M – – –
SCI
1348
Stableford Capital II
Arizona
$3.08M +$4.63K +41 +0.2%
BIMC
1349
Benson Investment Management Company
Virginia
$3.07M -$9.03K -80 -0.3%
HL
1350
HeadInvest LLC
Maine
$3.06M +$165K +1,460 +6%
52 53
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