JPM icon

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 %
IFWM
1376
Institute for Wealth Management
Colorado
$2.68M +$767K +7,861 +40%
ST
1377
Spinnaker Trust
Maine
$2.66M -$379K -3,880 -12%
ATI
1378
Act Two Investors
California
$2.66M +$2.66M +27,237 New
MFG
1379
Magnus Financial Group
New York
$2.66M +$2.66M +27,210 New
BCWM
1380
Blue Chip Wealth Management
Florida
$2.66M +$22.7K +233 +0.9%
FUBT
1381
First United Bank & Trust
Maryland
$2.65M +$97.4K +998 +4%
ANB
1382
Amarillo National Bank
Texas
$2.63M – – –
BOS
1383
Bank of Stockton
California
$2.61M -$9.37K -96 -0.4%
AC
1384
Addison Capital
Pennsylvania
$2.61M -$217K -2,219 -8%
FHA
1385
Flagship Harbor Advisors
Massachusetts
$2.6M -$132K -1,354 -5%
RAM
1386
Roanoke Asset Management
New Jersey
$2.59M -$23.4K -240 -0.9%
DLG
1387
Daniel L. Goodwin
$2.59M -$4.88M -50,000 -65%
SSWM
1388
Sheets Smith Wealth Management
North Carolina
$2.59M +$269K +2,753 +12%
PCA
1389
Peddock Capital Advisors
Massachusetts
$2.58M +$16.2K +166 +0.6%
BFC
1390
Bedel Financial Consulting
Indiana
$2.58M -$102K -1,042 -4%
SIAG
1391
Signet Investment Advisory Group
Rhode Island
$2.57M +$2.57M +26,360 New
LA
1392
Lynch & Associates
Indiana
$2.57M +$2.44K +25 +0.1%
GJCM
1393
Grand Jean Capital Management
California
$2.57M -$40K -410 -2%
BWM
1394
BigSur Wealth Management
Florida
$2.56M +$88.7K +908 +4%
AA
1395
Altman Advisors
Illinois
$2.55M -$21.9K -224 -0.8%
LA
1396
Lau Associates
Delaware
$2.55M +$820K +8,400 +47%
PIA
1397
Peachtree Investment Advisors
Georgia
$2.55M +$506K +5,183 +25%
KLCM
1398
KG&L Capital Management
Louisiana
$2.55M +$2.55M +26,033 New
CG
1399
Caprock Group
Idaho
$2.54M +$69.3K +710 +3%
EML
1400
Eos Management LP
New York
$2.54M – – –
54 55
56
57 58