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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 %
SIC
1426
Shoker Investment Counsel
Ohio
$2.41M +$18.6K +191 +0.8%
FMT
1427
First Mercantile Trust
Tennessee
$2.41M +$56.2K +575 +2%
APG
1428
Abacus Planning Group
South Carolina
$2.41M +$2.41M +24,667 New
SCM
1429
Salem Capital Management
Massachusetts
$2.4M +$61K +625 +3%
LSA
1430
L & S Advisors
California
$2.4M -$5.46M -55,979 -69%
JFA
1431
Johanson Financial Advisors
California
$2.4M +$117K +1,199 +5%
KJHP
1432
K.J. Harrison & Partners
Ontario, Canada
$2.4M -$5.93M -60,805 -71%
SCM
1433
SOL Capital Management
Maryland
$2.39M -$12.2K -125 -0.5%
HT
1434
HAP Trading
New York
$2.38M +$1.09M +11,212 +85%
WOC
1435
West Oak Capital
California
$2.38M +$6.83K +70 +0.3%
ACS
1436
Archford Capital Strategies
Illinois
$2.38M +$80.1K +820 +3%
KM
1437
Kalos Management
Georgia
$2.38M -$173K -1,773 -7%
TCM
1438
Towercrest Capital Management
Pennsylvania
$2.38M – – –
TLP
1439
Trinity Legacy Partners
Texas
$2.37M +$2.37M +24,289 New
TNBTD
1440
Trustmark National Bank Trust Department
Mississippi
$2.37M +$97K +994 +4%
CPIG
1441
Chicago Partners Investment Group
Illinois
$2.36M -$352K -3,508 -13%
SCI
1442
S&CO Inc
Massachusetts
$2.36M -$42K -430 -2%
HA
1443
Harbor Advisors
Florida
$2.36M +$1.57M +16,128 +202%
MC
1444
Martin & Co
Tennessee
$2.35M -$18.1K -185 -0.8%
AMIM
1445
Aull & Monroe Investment Management
Alabama
$2.34M -$73K -748 -3%
HCM
1446
Hengehold Capital Management
Ohio
$2.34M +$143K +1,464 +7%
CC
1447
Cornerstone Capital
California
$2.34M +$865K +8,865 +59%
AWA
1448
ARS Wealth Advisors
Florida
$2.34M +$54.3K +556 +2%
ODCM
1449
Old Dominion Capital Management
Virginia
$2.33M +$220K +2,256 +10%
CFG
1450
CKW Financial Group
Hawaii
$2.32M -$14.6K -150 -0.6%
56 57
58
59 60