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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 %
CWM
1351
Concentric Wealth Management
California
$2.8M +$110K +1,125 +4%
IAS
1352
IMA Advisory Services
Colorado
$2.8M -$148K -1,512 -5%
MWP
1353
MYCIO Wealth Partners
Pennsylvania
$2.79M +$167K +1,710 +6%
NIA
1354
Northstar Investment Advisors
Colorado
$2.78M +$1.9M +19,460 +215%
ANRIA
1355
American National Registered Investment Advisor
Texas
$2.78M – – –
IBOK
1356
Independence Bank of Kentucky
Kentucky
$2.77M -$194K -1,990 -7%
CCM
1357
Coe Capital Management
Illinois
$2.77M -$12.2K -125 -0.4%
ARMT
1358
Amica Retiree Medical Trust
Rhode Island
$2.77M – – –
FLI
1359
Family Legacy Inc
South Carolina
$2.76M +$43.6K +447 +2%
DA
1360
Dillon & Associates
Michigan
$2.75M +$192K +1,957 +7%
KIG
1361
Kessler Investment Group
Indiana
$2.74M -$6.83K -70 -0.2%
UBV
1362
United Bank (Virginia)
Virginia
$2.74M -$48.9K -501 -2%
CPC
1363
Congress Park Capital
New York
$2.74M +$249K +2,551 +10%
NB
1364
Northwest Bancshares
Pennsylvania
$2.73M +$635K +6,505 +30%
SS
1365
Sunbelt Securities
Texas
$2.73M -$303K -3,103 -10%
OPA
1366
Old Port Advisors
Maine
$2.73M +$2.73M +26,521 New
CWM
1367
Chesapeake Wealth Management
Virginia
$2.72M +$51.7K +530 +2%
SGA
1368
Strategic Global Advisors
California
$2.72M -$632K -6,474 -19%
NIM
1369
Nicollet Investment Management
Minnesota
$2.72M +$879 +9 +0%
TWM
1370
Torch Wealth Management
Ohio
$2.72M +$5.08K +52 +0.2%
NFG
1371
NewFocus Financial Group
Washington
$2.71M -$57.8K -592 -2%
GFP
1372
Gryphon Financial Partners
Ohio
$2.71M +$1.58M +15,517 +141%
CQS
1373
Credential Qtrade Securities
$2.7M -$338K -3,454 -11%
BP
1374
Ballentine Partners
Massachusetts
$2.7M -$148K -1,512 -5%
BWA
1375
BDO Wealth Advisors
Florida
$2.69M -$129K -1,323 -5%
53 54
55
56 57