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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 %
FIM
1501
Frontier Investment Management
Texas
$2.15M +$46K +471 +2%
BFA
1502
Brendel Financial Advisors
New Hampshire
$2.14M +$2.14M +21,937 New
WC
1503
Weil Company
California
$2.13M +$305K +3,121 +17%
CB
1504
Cadence Bank
Mississippi
$2.12M +$123K +1,259 +6%
IIC
1505
Integrated Investment Consultants
Michigan
$2.12M -$86.9K -890 -4%
BMC
1506
Beaton Management Company
Massachusetts
$2.12M -$14.6K -150 -0.7%
BPA
1507
Beacon Pointe Advisors
California
$2.11M +$2.11M +21,620 New
AF
1508
Advisornet Financial
Minnesota
$2.11M -$1.77M -18,155 -46%
LFA
1509
Landmark Financial Advisors
Kentucky
$2.11M -$70.9K -726 -3%
SIG
1510
Schaller Investment Group
North Carolina
$2.1M – – –
HB
1511
Homrich & Berg
Georgia
$2.09M +$289K +2,965 +16%
IP
1512
Investment Partners
Ohio
$2.09M -$52.1K -534 -2%
AIS
1513
AlphaOne Investment Services
Pennsylvania
$2.09M -$2.16M -22,100 -51%
HIC
1514
Harvey Investment Company
Kentucky
$2.09M – – –
EHWM
1515
Eads & Heald Wealth Management
Georgia
$2.09M -$35.4K -363 -2%
AWM
1516
Affinity Wealth Management
Delaware
$2.09M +$2.09M +21,394 New
BEAM
1517
Baker Ellis Asset Management
Washington
$2.09M +$52.2K +535 +3%
FCFC
1518
First Commonwealth Financial Corp
Pennsylvania
$2.08M -$51.6K -529 -2%
GBBWRPM
1519
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.07M -$29K -297 -1%
ECG
1520
Edge Capital Group
Georgia
$2.07M +$2.07M +21,248 New
PWMAG
1521
Pinnacle Wealth Management Advisory Group
New Jersey
$2.07M +$74.2K +760 +4%
WSTAM
1522
Wilbanks Smith & Thomas Asset Management
Virginia
$2.07M -$54.4K -557 -3%
BDF
1523
Balasa Dinverno & Foltz
$2.06M -$149K -1,524 -7%
PG
1524
Pendal Group
Australia
$2.05M -$8.65M -88,653 -81%
WCA
1525
Windsor Creek Advisors
Vermont
$2.05M +$2.05M +20,837 New
59 60
61
62 63