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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 %
ATC
1551
Adirondack Trust Company
New York
$1.96M +$9.67K +99 +0.5%
PCG
1552
Private Capital Group
Connecticut
$1.95M +$77.7K +796 +4%
NJBEST
1553
New Jersey Better Educational Savings Trust
New Jersey
$1.95M -$97.6K -1,000 -5%
KSCM
1554
Kamunting Street Capital Management
Florida
$1.95M +$1.95M +19,999 New
DS
1555
Dudley & Shanley
Florida
$1.95M +$1.95M +20,000 New
Assenagon Asset Management
1556
Assenagon Asset Management
Luxembourg
$1.95M +$1.95M +20,000 New
PCA
1557
PL Capital Advisors
Florida
$1.95M +$1.95M +20,000 New
LFDLE
1558
La Financiere de L'Echiquier
France
$1.95M +$1.95M +20,000 New
Eagle Capital Management (New York)
1559
Eagle Capital Management (New York)
New York
$1.94M -$598M -6,130,840 -100%
MHIM
1560
MacNealy Hoover Investment Management
Ohio
$1.93M -$31.7K -325 -2%
ECM
1561
Evergreen Capital Management
Washington
$1.93M +$165K +1,690 +9%
FFG
1562
Frisch Financial Group
New York
$1.93M +$1.93M +19,797 New
UCMOK
1563
United Capital Management of KS
Kansas
$1.93M +$230K +2,353 +13%
KCM
1564
Kornitzer Capital Management
Kansas
$1.93M +$18.7K +192 +1%
AIM
1565
Aspen Investment Management
Michigan
$1.93M +$390K +3,992 +25%
MM
1566
Meridian Management
Arkansas
$1.92M +$568K +5,818 +42%
TNB
1567
Thomasville National Bank
Georgia
$1.92M -$59.7K -612 -3%
TWA
1568
Tillar-Wenstrup Advisors
Ohio
$1.91M -$83.6K -857 -4%
BAM
1569
Burgundy Asset Management
Ontario, Canada
$1.91M – – –
HCM
1570
HM Capital Management
Missouri
$1.9M +$159K +1,626 +9%
GEA
1571
Glen Eagle Advisors
New Jersey
$1.9M -$22K -227 -1%
OAMG
1572
Odey Asset Management Group
United Kingdom
$1.9M -$2.2M -22,500 -54%
NIS
1573
National Investment Services
Wisconsin
$1.89M -$47.1K -483 -2%
LBG
1574
Lloyds Banking Group
United Kingdom
$1.89M – – –
DM
1575
Delphi Management
Massachusetts
$1.89M -$94.9K -972 -5%
61 62
63
64 65