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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 %
IA
1451
IFG Advisory
Georgia
$2.31M -$373K -4,527 -14%
PH
1452
Pinnacle Holdings
Oklahoma
$2.31M +$83.7K +857 +4%
PVWM
1453
Point View Wealth Management
New Jersey
$2.31M +$9.67K +99 +0.4%
AssetMark Inc
1454
AssetMark Inc
California
$2.3M -$21.7M -221,911 -90%
CHC
1455
City Holding Co
West Virginia
$2.3M +$73.4K +752 +3%
FCH
1456
Freestone Capital Holdings
Washington
$2.29M +$514K +5,263 +29%
CCT
1457
Country Club Trust
Missouri
$2.29M -$276K -2,827 -11%
OAMU
1458
Ostrum Asset Management US
New York
$2.28M +$2.28M +23,329 New
SC
1459
Sawyer & Company
Massachusetts
$2.28M -$52.2K -535 -2%
AIM
1460
Assured Investment Management
New York
$2.28M -$3.7M -37,866 -62%
MIAN
1461
Mariner Independent Advisor Network
Kansas
$2.27M -$188K -1,887 -8%
AB
1462
Atlas Brown
Kentucky
$2.27M +$38.7K +396 +2%
BWP
1463
Baldwin Wealth Partners
Massachusetts
$2.27M -$9.76K -100 -0.4%
LAIC
1464
Lederer & Associates Investment Counsel
California
$2.26M +$61K +625 +3%
BO
1465
Bank OZK
Arkansas
$2.26M +$149K +1,531 +7%
DBIA
1466
Dumont & Blake Investment Advisors
New Jersey
$2.26M -$126K -1,295 -5%
BCM
1467
Boltwood Capital Management
California
$2.26M -$47.6K -488 -2%
AWA
1468
Arete Wealth Advisors
Illinois
$2.26M -$58.6K -600 -3%
NPP
1469
New Potomac Partners
Maryland
$2.26M +$10.2K +105 +0.5%
SBSB
1470
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.26M +$162K +1,662 +8%
PWP
1471
Principle Wealth Partners
Connecticut
$2.25M +$2.25M +23,064 New
GIC
1472
Gantzert Investment Company
Illinois
$2.25M +$2.25M +23,069 New
MCM
1473
Monarch Capital Management
Indiana
$2.25M +$85.9K +880 +4%
DMK
1474
David M. Knott
$2.25M – – –
YL
1475
YCG LLC
Texas
$2.24M +$2.24M +22,938 New
57 58
59
60 61