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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 %
QAM
1376
Quantres Asset Management
Cayman Islands
$2.92M +$2.61M +23,100 +825%
MVA
1377
Mount Vernon Associates
Maryland
$2.92M -$47.6K -422 -2%
FAIM
1378
Financial Advocates Investment Management
Washington
$2.9M +$667K +5,907 +30%
KM
1379
Kalos Management
Georgia
$2.9M +$2.9M +26,101 New
CAM
1380
Chesapeake Asset Management
New York
$2.89M – – –
CC
1381
Chanos & Company
New York
$2.89M +$2.89M +25,631 New
PGWM
1382
Parisi Gray Wealth Management
New Jersey
$2.89M +$48K +419 +2%
CPC
1383
Congress Park Capital
New York
$2.88M +$11.4K +101 +0.4%
CFMC
1384
Curbstone Financial Management Corp
New Hampshire
$2.87M +$62.1K +550 +2%
BJL
1385
Brighton Jones LLC
Washington
$2.86M -$99.4K -881 -3%
CG
1386
Caprock Group
Idaho
$2.86M -$76K -673 -3%
BWM
1387
BigSur Wealth Management
Florida
$2.86M +$519K +4,600 +22%
OIM
1388
Opus Investment Management
Massachusetts
$2.86M +$316K +2,800 +12%
BIM
1389
Beach Investment Management
Pennsylvania
$2.85M -$938K -8,310 -25%
CPIG
1390
Chicago Partners Investment Group
Illinois
$2.83M +$567K +5,408 +25%
KPF
1391
K2 Principal Fund
Ontario, Canada
$2.82M -$846K -7,500 -23%
AMIM
1392
Aull & Monroe Investment Management
Alabama
$2.79M +$11.9K +105 +0.4%
SFI
1393
SPC Financial Inc
Maryland
$2.78M +$11.3K +100 +0.4%
SCM
1394
SOL Capital Management
Maryland
$2.78M -$16.1K -143 -0.6%
SCI
1395
S&CO Inc
Massachusetts
$2.77M -$302K -2,680 -10%
RG
1396
Renaissance Group
Kentucky
$2.77M -$124K -1,098 -4%
RFM
1397
Royal Fund Management
Florida
$2.77M -$50.8K -450 -2%
SIC
1398
Shoker Investment Counsel
Ohio
$2.77M -$21.9K -194 -0.8%
MIAN
1399
Mariner Independent Advisor Network
Kansas
$2.76M +$2.76M +24,669 New
PHS
1400
Pekin Hardy Strauss
Illinois
$2.76M -$56.4K -500 -2%
54 55
56
57 58