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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 %
HDIM
1526
Hanson & Doremus Investment Management
Vermont
$2.16M -$10.4K -92 -0.5%
OGC
1527
Oak Grove Capital
New Hampshire
$2.16M +$767K +6,800 +55%
MYIA
1528
Mount Yale Investment Advisors
Colorado
$2.14M +$160K +1,433 +8%
HCM
1529
Highlander Capital Management
New Jersey
$2.13M – – –
HCM
1530
Hodges Capital Management
Texas
$2.12M -$238K -2,110 -10%
AIM
1531
Anchor Investment Management
South Carolina
$2.12M -$9.48K -84 -0.4%
HCM
1532
Hollencrest Capital Management
California
$2.11M +$83.8K +828 +4%
CCA
1533
Cobblestone Capital Advisors
New York
$2.11M -$183K -1,622 -8%
CM
1534
Churchill Management
California
$2.1M +$143K +1,266 +7%
Wolverine Trading
1535
Wolverine Trading
Illinois
$2.1M -$12M -106,354 -85%
SFG
1536
SNS Financial Group
Minnesota
$2.09M -$19.7K -175 -0.9%
HB
1537
Homrich & Berg
Georgia
$2.09M +$306K +2,714 +17%
WC
1538
Weil Company
California
$2.08M +$427K +3,832 +26%
NME
1539
Notis-McConarty Edward
$2.08M -$35K -310 -2%
GRP
1540
Global Retirement Partners
California
$2.08M +$331K +2,937 +19%
CPA
1541
Cowen Prime Advisors
New York
$2.07M -$79K -700 -4%
ODG
1542
O'Dell Group
Ohio
$2.07M +$3.5K +31 +0.2%
AFC
1543
AFT Forsyth & Company
Florida
$2.07M +$29.9K +265 +1%
ZCI
1544
Zevenbergen Capital Investments
Washington
$2.07M +$629K +5,577 +44%
FCH
1545
Freestone Capital Holdings
Washington
$2.06M +$363K +3,221 +21%
UCMOK
1546
United Capital Management of KS
Kansas
$2.05M +$2.05M +17,431 New
OA
1547
Oak Associates
Ohio
$2.05M -$7.21M -63,900 -78%
CAN
1548
Claraphi Advisory Network
United States
$2.05M +$198K +1,756 +11%
JWM
1549
Jackson Wealth Management
Florida
$2.05M +$167K +1,483 +9%
CFM
1550
Coronation Fund Managers
South Africa
$2.05M -$6.44M -57,072 -76%
60 61
62
63 64