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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 %
JSL
1576
JT Stratford LLC
Georgia
$1.89M -$14.6K -150 -0.8%
MYIA
1577
Mount Yale Investment Advisors
Colorado
$1.88M -$49K -486 -3%
MCC
1578
Malaga Cove Capital
California
$1.88M +$266K +2,739 +16%
NME
1579
Notis-McConarty Edward
$1.88M +$78.1K +800 +4%
HFBOT
1580
Home Federal Bank of Tennessee
Tennessee
$1.88M -$9.08K -93 -0.5%
BMA
1581
Brooks Moore & Associates
Tennessee
$1.88M +$1.88M +19,211 New
CAG
1582
Csenge Advisory Group
Florida
$1.87M +$277K +2,837 +17%
FC
1583
Forte Capital
New York
$1.85M +$215K +2,201 +13%
HCM
1584
Hollencrest Capital Management
California
$1.84M -$193K -1,973 -9%
IP
1585
Intellectus Partners
California
$1.84M -$779K -7,980 -30%
CPA
1586
Capital Planning Advisors
California
$1.84M -$359K -3,680 -16%
FAIM
1587
Financial Advocates Investment Management
Washington
$1.84M -$668K -6,841 -27%
DWM
1588
Darwin Wealth Management
Florida
$1.84M +$186K +1,903 +11%
BOS
1589
Bingham Osborn & Scarborough
California
$1.83M -$65.8K -674 -3%
AIM
1590
Anchor Investment Management
South Carolina
$1.83M -$4K -41 -0.2%
ZCI
1591
Zevenbergen Capital Investments
Washington
$1.83M +$38.5K +395 +2%
PI
1592
PHH Investments
Texas
$1.82M -$101K -1,034 -5%
ACP
1593
Ashfield Capital Partners
California
$1.82M +$390K +4,000 +27%
CCM
1594
Canal Capital Management
Virginia
$1.81M +$85K +871 +5%
RMAM
1595
Raab & Moskowitz Asset Management
New Jersey
$1.8M +$273K +2,799 +18%
SIC
1596
SFE Investment Counsel
California
$1.8M +$407K +4,171 +29%
SWRP
1597
Summit Wealth & Retirement Planning
California
$1.8M +$1.8M +18,390 New
NAM
1598
NTV Asset Management
West Virginia
$1.79M -$228K -2,333 -11%
AFC
1599
AFT Forsyth & Company
Florida
$1.79M -$3.42K -35 -0.2%
NL
1600
NVWM LLC
Pennsylvania
$1.79M +$172K +1,765 +11%
62 63
64
65 66