JPM icon

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 %
FPB
1551
First PREMIER Bank
South Dakota
$2.05M +$116K +1,026 +6%
ECM
1552
Evergreen Capital Management
Washington
$2.04M +$124K +1,098 +6%
TI
1553
Trexquant Investment
Connecticut
$2.03M +$2.03M +18,012 New
FCCM
1554
First City Capital Management
Georgia
$2.03M +$25.8K +229 +1%
HI
1555
Hudock Inc
Pennsylvania
$2.03M -$2.48K -22 -0.1%
WCP
1556
Welch Capital Partners
New York
$2.02M +$78.5K +696 +4%
HCM
1557
HM Capital Management
Missouri
$2.02M +$74.5K +660 +4%
BCM
1558
Birmingham Capital Management
Alabama
$2.02M -$93.7K -830 -4%
SGAM
1559
Steinberg Global Asset Management
Florida
$2.02M +$57.2K +507 +3%
CCMT
1560
CMT Capital Markets Trading
Germany
$2.01M +$2.01M +17,840 New
Carson Wealth (CWM LLC)
1561
Carson Wealth (CWM LLC)
Nebraska
$2.01M +$251K +2,226 +14%
MFG
1562
Monte Financial Group
Connecticut
$2.01M -$228K -2,017 -10%
WA
1563
WealthTrust-Arizona
Arizona
$2.01M +$17.4K +154 +0.9%
LA
1564
Lau Associates
Delaware
$2M +$582K +5,158 +41%
SCM
1565
Southport Capital Management
Tennessee
$2M +$6.32K +56 +0.3%
CCM
1566
Canal Capital Management
Virginia
$2M +$25.3K +224 +1%
VCAM
1567
Van Cleef Asset Management
Ohio
$2M -$7.22K -64 -0.4%
SC
1568
Slow Capital
California
$2M +$29.9K +265 +2%
COI
1569
Connable Office Inc
Michigan
$1.99M -$1.37M -12,171 -41%
SLT
1570
St Louis Trust
Missouri
$1.98M -$875K -7,751 -31%
WFG
1571
Wills Financial Group
Virginia
$1.98M – – –
AWA
1572
Acorn Wealth Advisors
Michigan
$1.98M +$16.1K +148 +0.8%
RWM
1573
RKL Wealth Management
Pennsylvania
$1.98M -$68.2K -604 -3%
FPIS
1574
Financial Planning & Information Services
Wisconsin
$1.98M +$172K +1,521 +10%
JCM
1575
Jacobi Capital Management
Pennsylvania
$1.97M +$14.9K +132 +0.8%
61 62
63
64 65