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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 %
Wealth Enhancement Advisory Services
1351
Wealth Enhancement Advisory Services
Minnesota
$3.06M -$71.4K -691 -2%
IA
1352
IFG Advisory
Georgia
$3.05M -$334K -3,571 -10%
LB
1353
Landmark Bank
Missouri
$3.05M -$28.4K -252 -0.9%
BCWM
1354
Blue Chip Wealth Management
Florida
$3.04M -$80.9K -717 -3%
ANB
1355
Amarillo National Bank
Texas
$3.04M – – –
BOS
1356
Bank of Stockton
California
$3.03M +$24.3K +215 +0.8%
MWP
1357
MYCIO Wealth Partners
Pennsylvania
$3.03M +$92K +815 +3%
IP
1358
Intellectus Partners
California
$3.03M -$29.1K -258 -1%
SC
1359
Savant Capital
Illinois
$3.03M +$222K +1,970 +8%
RAM
1360
Roanoke Asset Management
New Jersey
$3.02M – – –
GJCM
1361
Grand Jean Capital Management
California
$3.02M -$169K -1,500 -5%
KCM
1362
Karp Capital Management
California
$3M +$207K +1,839 +7%
PFS
1363
Prospera Financial Services
Texas
$2.99M -$947K -8,512 -24%
BFC
1364
Bedel Financial Consulting
Indiana
$2.99M -$34.3K -316 -1%
PAS
1365
Partnervest Advisory Services
California
$2.98M +$145K +1,285 +5%
S
1366
SignatureFD
Georgia
$2.98M +$440K +3,901 +17%
AA
1367
Altman Advisors
Illinois
$2.98M +$2.98M +26,378 New
PCA
1368
Peddock Capital Advisors
Massachusetts
$2.97M +$9.71K +86 +0.3%
LA
1369
Lynch & Associates
Indiana
$2.97M +$27.1K +240 +0.9%
CCT
1370
Country Club Trust
Missouri
$2.97M +$196K +1,733 +7%
TCM
1371
Traynor Capital Management
Pennsylvania
$2.96M +$327K +2,898 +12%
DA
1372
Dillon & Associates
Michigan
$2.95M +$67.2K +595 +2%
FUBT
1373
First United Bank & Trust
Maryland
$2.95M -$5.64K -50 -0.2%
EML
1374
Eos Management LP
New York
$2.93M – – –
CL
1375
CPWM LLC
Washington
$2.92M +$70.2K +622 +2%
53 54
55
56 57