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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 %
VWA
1576
V Wealth Advisors
Kansas
$1.96M +$69.6K +618 +4%
CAMG
1577
CWA Asset Management Group
Florida
$1.96M +$204K +1,808 +12%
IDBONY
1578
Israel Discount Bank of New York
New York
$1.95M +$47.8K +424 +3%
DRS
1579
Deane Retirement Strategies
Louisiana
$1.94M -$14.6K -129 -0.7%
EFSCE
1580
Enterprise Financial Services Corp (EFSC)
Missouri
$1.94M -$221K -1,956 -10%
TCM
1581
Tuttle Capital Management
Connecticut
$1.94M +$1.42M +12,621 +278%
PFSC
1582
Peoples Financial Services Corp
Pennsylvania
$1.92M +$253K +2,245 +15%
DWM
1583
Darwin Wealth Management
Florida
$1.91M +$598K +5,284 +46%
CA
1584
Calton & Associates
Florida
$1.91M -$74.8K -663 -4%
NL
1585
NWAM LLC
Washington
$1.9M +$149K +1,317 +8%
MCC
1586
Malaga Cove Capital
California
$1.9M -$13.8K -121 -0.7%
VAM
1587
Verity Asset Management
North Carolina
$1.89M +$1.89M +16,725 New
FC
1588
Forte Capital
New York
$1.89M +$30.7K +272 +2%
GC
1589
Garde Capital
Washington
$1.88M +$21.5K +195 +1%
HIC
1590
Hartline Investment Corp
Illinois
$1.88M +$3.84K +34 +0.2%
EHC
1591
Everett Harris & Co
California
$1.88M – – –
SFM
1592
Signature Financial Management
Virginia
$1.87M – – –
NL
1593
NVWM LLC
Pennsylvania
$1.87M -$82.3K -729 -4%
SC
1594
Saturna Capital
Washington
$1.87M – – –
CCG
1595
Ceeto Capital Group
Florida
$1.86M – – –
CL
1596
Choreo LLC
Illinois
$1.86M -$723K -6,405 -28%
KTC
1597
Kistler-Tiffany Companies
Pennsylvania
$1.84M -$28K -248 -1%
CCM
1598
Consolidated Capital Management
California
$1.84M +$1.25M +11,121 +213%
SFWA
1599
Summit Financial Wealth Advisors
Louisiana
$1.84M -$1.97M -18,537 -52%
HH
1600
HWG Holdings
Texas
$1.83M +$1.83M +16,231 New
62 63
64
65 66