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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 %
GIM
1476
Guardian Investment Management
California
$2.24M +$48.8K +500 +2%
MMPW
1477
Mitchell McLeod Pugh & Williams
Alabama
$2.23M +$18.4K +189 +0.8%
WWM
1478
Western Wealth Management
Colorado
$2.23M +$2.23M +22,724 New
TPWA
1479
TRUE Private Wealth Advisors
Oregon
$2.22M +$124K +1,269 +6%
PI
1480
Parkside Investments
Illinois
$2.22M +$1.06M +10,828 +91%
GWM
1481
Graybill Wealth Management
Illinois
$2.22M +$143K +1,460 +7%
GCM
1482
Gables Capital Management
Florida
$2.22M +$42K +430 +2%
JCM
1483
Jacobi Capital Management
Pennsylvania
$2.22M +$513K +5,255 +30%
QCM
1484
Quadrant Capital Management
New Jersey
$2.22M +$2.22M +22,687 New
PCA
1485
Providence Capital Advisors
North Carolina
$2.21M +$71.8K +736 +3%
LWAC
1486
Laurel Wealth Advisors (California)
California
$2.21M -$79.5K -815 -3%
WPA
1487
West Paces Advisors
Georgia
$2.21M -$42.2K -432 -2%
AAS
1488
Annex Advisory Services
Wisconsin
$2.21M +$222K +2,278 +11%
SCI
1489
Stableford Capital II
Arizona
$2.2M -$464K -4,753 -17%
CPA
1490
Court Place Advisors
Maryland
$2.2M -$17.4K -178 -0.8%
TCM
1491
Telos Capital Management
California
$2.2M +$283K +2,900 +15%
PIP
1492
Peachtree Investment Partners
Florida
$2.2M +$2.2M +22,482 New
CCM
1493
Carderock Capital Management
Maryland
$2.19M -$49.5K -507 -2%
LHC
1494
Little House Capital
Massachusetts
$2.18M +$2.18M +22,335 New
WCM
1495
Wunderlich Capital Managemnt
Tennessee
$2.17M -$6.64K -68 -0.3%
HWA
1496
Heritage Way Advisors
Illinois
$2.17M +$122K +1,252 +6%
Carson Wealth (CWM LLC)
1497
Carson Wealth (CWM LLC)
Nebraska
$2.17M +$426K +4,367 +25%
QCG
1498
Quadrant Capital Group
Ohio
$2.16M -$18.7K -194 -0.9%
HCM
1499
Hudson Capital Management
New Jersey
$2.16M +$244K +2,501 +13%
TW
1500
TrinityPoint Wealth
Connecticut
$2.15M +$2.15M +22,066 New
58 59
60
61 62