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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 %
APP
1601
Avantax Planning Partners
Iowa
$1.83M +$172K +1,522 +10%
OCG
1602
Opus Capital Group
Ohio
$1.83M -$182K -1,610 -9%
KFGK
1603
Keystone Financial Group (Kentucky)
Kentucky
$1.83M +$55.5K +489 +3%
FPCG
1604
Fort Pitt Capital Group
Pennsylvania
$1.82M -$34.2K -303 -2%
KA
1605
Kovack Advisors
Florida
$1.81M +$190K +1,688 +12%
FPA
1606
First Pacific Advisors
California
$1.81M – – –
SOAMC
1607
Spirit of America Management Corp
New York
$1.8M – – –
FIM
1608
Freedom Investment Management
Connecticut
$1.79M -$92.7K -805 -5%
HIC
1609
Holderness Investments Company
North Carolina
$1.79M +$421K +3,735 +31%
CAM
1610
Cacti Asset Management
Georgia
$1.79M – – –
AIM
1611
Aspen Investment Management
Michigan
$1.78M +$19.2K +170 +1%
SFA
1612
Sequoia Financial Advisors
Ohio
$1.77M -$68.7K -609 -4%
SS
1613
Simplicity Solutions
Minnesota
$1.77M +$272K +2,415 +18%
RMAM
1614
Raab & Moskowitz Asset Management
New Jersey
$1.77M -$58.9K -522 -3%
RT
1615
Rockland Trust
Massachusetts
$1.76M +$47.8K +424 +3%
DAM
1616
Delta Asset Management
Tennessee
$1.76M +$115K +1,022 +7%
TNAM
1617
Terra Nova Asset Management
New York
$1.76M +$13.5K +120 +0.8%
LOAMS
1618
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.75M +$610K +5,409 +54%
HFP
1619
Holistic Financial Partners
Indiana
$1.75M +$37.8K +335 +2%
CAG
1620
Csenge Advisory Group
Florida
$1.75M -$114K -1,063 -6%
KCPG
1621
Kavar Capital Partners Group
Kansas
$1.74M – – –
BL
1622
BFSG LLC
California
$1.74M +$116K +1,026 +7%
KS
1623
Karpas Strategies
Connecticut
$1.73M +$1.47K +13 +0.1%
OWP
1624
Obermeyer Wealth Partners
Colorado
$1.73M -$45.4K -402 -3%
CWM
1625
Confluence Wealth Management
Oregon
$1.73M -$51.9K -460 -3%
63 64
65
66 67