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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 %
SHA
1326
Seneca House Advisors
Virginia
$2.97M +$35K +359 +1%
JC
1327
JBF Capital
Colorado
$2.96M +$1.49M +15,281 +102%
BIM
1328
Baldwin Investment Management
Pennsylvania
$2.95M +$107K +1,100 +4%
MPIA
1329
Mountain Pacific Investment Advisers
Idaho
$2.95M +$42.3K +433 +1%
MHS
1330
M Holdings Securities
Oregon
$2.94M -$146K -1,492 -5%
BW
1331
Bison Wealth
Georgia
$2.94M -$3.12K -32 -0.1%
First Eagle Investment Management
1332
First Eagle Investment Management
New York
$2.93M – – –
AH
1333
Allen Holding
New York
$2.93M – – –
ST
1334
Smithfield Trust
Pennsylvania
$2.93M -$4K -41 -0.1%
PMG
1335
ProVise Management Group
Florida
$2.92M +$33.6K +344 +1%
CL
1336
CPWM LLC
Washington
$2.9M +$371K +3,804 +15%
CK
1337
Cohen Klingenstein
New York
$2.9M – – –
ICOM
1338
Investment Counselors of Maryland
Maryland
$2.89M -$19.5K -200 -0.7%
NF
1339
Nikulski Financial
Iowa
$2.88M -$82.8K -848 -3%
FA
1340
FCG Advisors
New Jersey
$2.88M +$4.3K +44 +0.1%
PFS
1341
Prospera Financial Services
Texas
$2.88M +$230K +2,330 +9%
HH
1342
Hilltop Holdings
Texas
$2.88M -$697K -7,138 -19%
LFA
1343
Legacy Financial Advisors
Kentucky
$2.87M -$51.3K -526 -2%
OLA
1344
Oliver Luxxe Assets
New Jersey
$2.87M +$2.43M +24,947 +558%
OA
1345
Oxbow Advisors
Texas
$2.86M -$1.07M -10,997 -27%
LC
1346
Lourd Capital
California
$2.83M +$15.1K +155 +0.5%
UBG
1347
United Bank (Georgia)
Georgia
$2.83M -$16.1K -165 -0.6%
MBT
1348
Montecito Bank & Trust
California
$2.82M -$4.78K -49 -0.2%
SCA
1349
Spearhead Capital Advisors
Florida
$2.82M -$117K -1,195 -4%
BCM
1350
Blume Capital Management
California
$2.81M -$62.8K -643 -2%
52 53
54
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