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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 %
S
1401
SignatureFD
Georgia
$2.54M -$40.9K -419 -2%
MVA
1402
Mount Vernon Associates
Maryland
$2.53M +$7.32K +75 +0.3%
BOPW
1403
Brandywine Oak Private Wealth
Pennsylvania
$2.53M +$2.53M +25,864 New
SGAM
1404
Steinberg Global Asset Management
Florida
$2.52M +$778K +7,968 +45%
CFMC
1405
Curbstone Financial Management Corp
New Hampshire
$2.52M +$34.2K +350 +1%
FI
1406
FormulaFolio Investments
Michigan
$2.51M – – –
DGHMC
1407
Dalton, Greiner, Hartman, Maher & Co
New York
$2.51M -$12.3M -126,143 -83%
CAM
1408
Chesapeake Asset Management
New York
$2.5M – – –
NPA
1409
Nichols & Pratt Advisers
Massachusetts
$2.5M +$124K +1,275 +5%
BJL
1410
Brighton Jones LLC
Washington
$2.49M +$14.4K +148 +0.6%
MCM
1411
Manchester Capital Management
Vermont
$2.49M +$5K +48 +0.2%
BRC
1412
Bell Rock Capital
Delaware
$2.49M -$698K -7,139 -22%
PAM
1413
Pegasus Asset Management
New York
$2.48M +$92.6K +949 +4%
MA
1414
Mutual Advisors
Nebraska
$2.48M +$169K +1,733 +7%
PHS
1415
Pekin Hardy Strauss
Illinois
$2.47M +$78.1K +800 +3%
SWM
1416
SeaCrest Wealth Management
New York
$2.46M -$223K -2,289 -8%
PGWM
1417
Parisi Gray Wealth Management
New Jersey
$2.46M +$16.4K +169 +0.7%
FFA
1418
Fragasso Financial Advisors
Pennsylvania
$2.46M +$243K +2,492 +11%
SIAP
1419
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.46M +$169K +1,729 +7%
WEC
1420
Winslow Evans & Crocker
Massachusetts
$2.45M +$339K +3,470 +16%
CWM
1421
CMH Wealth Management
New Hampshire
$2.45M +$2.24M +22,915 +1,067%
GLA
1422
Good Life Advisors
Pennsylvania
$2.44M +$489K +5,012 +25%
TCM
1423
Tegean Capital Management
New York
$2.44M +$2.44M +25,000 New
FI
1424
Fosun International
China
$2.43M +$1.73M +17,780 +246%
BBWA
1425
Bell & Brown Wealth Advisors
California
$2.41M +$62.9K +644 +3%
55 56
57
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