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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 %
PAM
1401
Pegasus Asset Management
New York
$2.76M +$115K +1,018 +4%
DBIA
1402
Dumont & Blake Investment Advisors
New Jersey
$2.76M +$59.8K +530 +2%
TCM
1403
Towercrest Capital Management
Pennsylvania
$2.75M – – –
WOC
1404
West Oak Capital
California
$2.75M +$30.5K +270 +1%
NPA
1405
Nichols & Pratt Advisers
Massachusetts
$2.75M -$181K -1,608 -6%
MC
1406
Martin & Co
Tennessee
$2.74M -$20.9K -185 -0.8%
BCM
1407
Bluefin Capital Management
New York
$2.73M +$2.73M +25,069 New
FMT
1408
First Mercantile Trust
Tennessee
$2.72M -$218K -1,934 -7%
CFG
1409
CKW Financial Group
Hawaii
$2.71M – – –
SCM
1410
Salem Capital Management
Massachusetts
$2.71M -$6.09K -54 -0.2%
SC
1411
Sawyer & Company
Massachusetts
$2.69M -$7.22K -64 -0.3%
MCM
1412
Manchester Capital Management
Vermont
$2.69M -$5.42K -48 -0.2%
SSWM
1413
Sheets Smith Wealth Management
North Carolina
$2.68M +$451 +4 +0%
AWA
1414
Arete Wealth Advisors
Illinois
$2.68M -$73.5K -651 -3%
MA
1415
Mutual Advisors
Nebraska
$2.67M +$556K +4,927 +26%
BCM
1416
Boltwood Capital Management
California
$2.66M -$9.03K -80 -0.3%
AFM
1417
Andesa Financial Management
Pennsylvania
$2.66M +$16.9K +150 +0.6%
NDSI
1418
Newman Dignan & Sheerar Inc
Rhode Island
$2.66M +$23.3K +203 +0.9%
ACS
1419
Archford Capital Strategies
Illinois
$2.66M +$733K +6,496 +38%
PVWM
1420
Point View Wealth Management
New Jersey
$2.66M -$63.5K -563 -2%
JFA
1421
Johanson Financial Advisors
California
$2.65M +$74.7K +662 +3%
LWAC
1422
Laurel Wealth Advisors (California)
California
$2.65M -$47.4K -420 -2%
SIAP
1423
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.64M +$48.3K +428 +2%
AWA
1424
ARS Wealth Advisors
Florida
$2.64M -$8.24K -73 -0.3%
BWP
1425
Baldwin Wealth Partners
Massachusetts
$2.63M +$450K +3,986 +21%
55 56
57
58 59