JPM icon

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 %
TNBTD
1426
Trustmark National Bank Trust Department
Mississippi
$2.63M +$9.82K +87 +0.4%
BBWA
1427
Bell & Brown Wealth Advisors
California
$2.63M -$11.8K -108 -0.4%
DMK
1428
David M. Knott
$2.6M – – –
WPA
1429
West Paces Advisors
Georgia
$2.6M -$68.8K -610 -3%
NPP
1430
New Potomac Partners
Maryland
$2.6M -$218K -1,930 -8%
HAI
1431
Hennessy Advisors Inc
California
$2.6M +$113K +1,000 +5%
CCM
1432
Carderock Capital Management
Maryland
$2.59M +$36.7K +325 +1%
AB
1433
Atlas Brown
Kentucky
$2.58M -$1.92K -17 -0.1%
CHC
1434
City Holding Co
West Virginia
$2.58M -$16.4K -145 -0.6%
VCM
1435
Virtue Capital Management
Tennessee
$2.57M +$1.58M +14,023 +160%
PH
1436
Pinnacle Holdings
Oklahoma
$2.57M -$17.4K -154 -0.7%
CPA
1437
Court Place Advisors
Maryland
$2.56M +$81.3K +720 +3%
MMPW
1438
Mitchell McLeod Pugh & Williams
Alabama
$2.56M -$7.11K -63 -0.3%
BDF
1439
Balasa Dinverno & Foltz
$2.56M +$147K +1,303 +6%
IIC
1440
Integrated Investment Consultants
Michigan
$2.55M +$30.1K +267 +1%
LAIC
1441
Lederer & Associates Investment Counsel
California
$2.54M +$62.6K +555 +3%
CPA
1442
Capital Planning Advisors
California
$2.54M +$854K +7,567 +51%
OCM
1443
Orleans Capital Management
Louisiana
$2.54M +$226K +2,000 +10%
HCM
1444
Hengehold Capital Management
Ohio
$2.54M -$5.98K -53 -0.2%
GIM
1445
Guardian Investment Management
California
$2.53M +$65.4K +580 +3%
QCG
1446
Quadrant Capital Group
Ohio
$2.52M +$17.1K +153 +0.7%
LFA
1447
Landmark Financial Advisors
Kentucky
$2.52M +$103K +910 +4%
WCM
1448
Wunderlich Capital Managemnt
Tennessee
$2.52M -$111K -985 -4%
GCM
1449
Gables Capital Management
Florida
$2.51M -$33.9K -300 -1%
FI
1450
FormulaFolio Investments
Michigan
$2.51M +$230K +2,040 +10%
56 57
58
59 60