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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 %
AIA
1501
Armor Investment Advisors
North Carolina
$2.28M -$38.8K -344 -2%
MHIM
1502
MacNealy Hoover Investment Management
Ohio
$2.27M -$41.7K -370 -2%
HPCM
1503
High Pointe Capital Management
Illinois
$2.27M – – –
IFWM
1504
Institute for Wealth Management
Colorado
$2.27M -$276K -2,380 -11%
CT
1505
Clearstead Trust
Maine
$2.26M +$308K +2,733 +16%
EWM
1506
Elite Wealth Management
Washington
$2.26M +$77.3K +685 +4%
GLA
1507
Good Life Advisors
Pennsylvania
$2.25M +$176K +1,561 +8%
ATC
1508
Adirondack Trust Company
New York
$2.25M +$229K +2,027 +11%
NIS
1509
National Investment Services
Wisconsin
$2.24M -$269K -2,383 -11%
GEA
1510
Glen Eagle Advisors
New Jersey
$2.23M +$108K +960 +5%
MGIA
1511
Moneta Group Investment Advisors
Missouri
$2.22M -$2.36M -20,931 -52%
DDC
1512
DF Dent & Co
Maryland
$2.22M -$33.4K -296 -1%
PI
1513
PHH Investments
Texas
$2.22M -$48.5K -430 -2%
TCM
1514
Telos Capital Management
California
$2.21M +$85.1K +754 +4%
RSS
1515
Rosenblum Silverman Sutton
California
$2.21M -$22.3K -198 -1%
KCM
1516
Kornitzer Capital Management
Kansas
$2.21M -$223K -1,979 -9%
HCM
1517
Hudson Capital Management
New Jersey
$2.21M +$192K +1,704 +10%
BAM
1518
Burgundy Asset Management
Ontario, Canada
$2.2M – – –
JSL
1519
JT Stratford LLC
Georgia
$2.2M +$169K +1,495 +8%
NSB
1520
Norway Savings Bank
Maine
$2.2M -$95.2K -844 -4%
BAM
1521
Brave Asset Management
New Jersey
$2.19M +$85.1K +754 +4%
BOS
1522
Bingham Osborn & Scarborough
California
$2.19M +$165K +1,460 +8%
LBG
1523
Lloyds Banking Group
United Kingdom
$2.18M – – –
HFBOT
1524
Home Federal Bank of Tennessee
Tennessee
$2.18M -$11.8K -105 -0.5%
PCG
1525
Private Capital Group
Connecticut
$2.17M +$28.5K +253 +1%
59 60
61
62 63