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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 %
MWA
1526
Meridian Wealth Advisors
Texas
$2.05M +$2.05M +21,010 New
AIA
1527
Armor Investment Advisors
North Carolina
$2.05M +$70.8K +725 +4%
PL
1528
Perpetual Ltd
Australia
$2.05M -$99.4K -1,027 -5%
CWAG
1529
Compton Wealth Advisory Group
Virginia
$2.04M +$2.04M +20,934 New
HI
1530
Hudock Inc
Pennsylvania
$2.04M +$300K +3,097 +17%
FAM
1531
Foresters Asset Management
Ontario, Canada
$2.04M -$307K -3,100 -13%
AWMG
1532
Alliance Wealth Management Group
New Jersey
$2.04M – – –
NB
1533
Nicolet Bankshares
Wisconsin
$2.04M +$5.66K +58 +0.3%
TPA
1534
Trivium Point Advisory
Connecticut
$2.04M +$2.04M +20,868 New
GAM
1535
Grandview Asset Management
Pennsylvania
$2.03M +$2.03M +20,795 New
PAS
1536
Partnervest Advisory Services
California
$2.02M -$558K -5,719 -22%
LCM
1537
Leisure Capital Management
California
$2.02M -$49.5K -507 -2%
EWM
1538
Evermay Wealth Management
Virginia
$2.02M -$140K -1,439 -7%
SCM
1539
Southport Capital Management
Tennessee
$2.01M +$282K +2,887 +16%
NSB
1540
Norway Savings Bank
Maine
$2.01M +$109K +1,119 +6%
SHCM
1541
Stokes & Hubbell Capital Management
Louisiana
$2.01M -$7.91K -81 -0.4%
WIP
1542
Wellesley Investment Partners
Massachusetts
$2.01M +$25K +256 +1%
YWP
1543
YorkBridge Wealth Partners
New York
$1.99M -$20.2K -207 -1%
FMTCOCP
1544
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.98M -$81.8K -825 -4%
BFC
1545
Blue Fin Capital
Rhode Island
$1.98M -$184K -1,881 -8%
HPCM
1546
High Pointe Capital Management
Illinois
$1.98M +$14.6K +150 +0.7%
RSS
1547
Rosenblum Silverman Sutton
California
$1.97M +$59.7K +611 +3%
EWM
1548
Elite Wealth Management
Washington
$1.97M +$18.5K +190 +1%
CIM
1549
CIM Investment Management
Pennsylvania
$1.96M -$86.8K -889 -4%
DDC
1550
DF Dent & Co
Maryland
$1.96M +$41.3K +423 +2%
60 61
62
63 64