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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 %
ZB
1451
Zions Bancorporation
Utah
$2.51M -$73K -647 -3%
MCM
1452
Monarch Capital Management
Indiana
$2.5M -$105K -930 -4%
BFC
1453
Blue Fin Capital
Rhode Island
$2.5M +$133K +1,177 +6%
PL
1454
Perpetual Ltd
Australia
$2.5M – – –
EWM
1455
Evermay Wealth Management
Virginia
$2.5M -$41.2K -365 -2%
SSG
1456
Summit Securities Group
New York
$2.48M +$1.46M +12,900 +142%
PCA
1457
Providence Capital Advisors
North Carolina
$2.47M +$75.3K +667 +3%
FFA
1458
Fragasso Financial Advisors
Pennsylvania
$2.47M +$357K +3,275 +17%
BMC
1459
Beaton Management Company
Massachusetts
$2.47M +$11.3K +100 +0.5%
FCFC
1460
First Commonwealth Financial Corp
Pennsylvania
$2.47M -$66.2K -587 -3%
WSTAM
1461
Wilbanks Smith & Thomas Asset Management
Virginia
$2.46M -$42.9K -380 -2%
NFC
1462
Northeast Financial Consultants
Connecticut
$2.46M +$763K +6,764 +45%
EHWM
1463
Eads & Heald Wealth Management
Georgia
$2.45M -$51.9K -460 -2%
GA
1464
GFS Advisors
Texas
$2.44M -$313K -2,770 -11%
BO
1465
Bank OZK
Arkansas
$2.44M +$65.4K +580 +3%
WEC
1466
Winslow Evans & Crocker
Massachusetts
$2.44M +$119K +1,052 +5%
PTC
1467
Philadelphia Trust Company
Pennsylvania
$2.44M +$29.1K +258 +1%
ODCM
1468
Old Dominion Capital Management
Virginia
$2.43M +$1.74M +15,391 +249%
RCAG
1469
Rehmann Capital Advisory Group
Michigan
$2.43M -$2.26M -20,028 -48%
GBBWRPM
1470
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.43M +$316K +2,796 +15%
FIM
1471
Frontier Investment Management
Texas
$2.43M +$36K +319 +2%
SIG
1472
Schaller Investment Group
North Carolina
$2.43M – – –
TPWA
1473
TRUE Private Wealth Advisors
Oregon
$2.43M +$21.6K +191 +0.9%
NB
1474
Northwest Bancshares
Pennsylvania
$2.43M +$115K +1,021 +5%
SBSB
1475
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.42M +$20K +177 +0.8%
57 58
59
60 61