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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 %
FPCG
1601
Fort Pitt Capital Group
Pennsylvania
$1.79M +$211K +2,157 +13%
CH
1602
Canton Hathaway
Rhode Island
$1.78M +$347K +3,550 +24%
FPB
1603
First PREMIER Bank
South Dakota
$1.78M +$8.01K +82 +0.5%
WA
1604
WealthTrust-Arizona
Arizona
$1.78M +$39.9K +409 +2%
WPW
1605
Waldron Private Wealth
Pennsylvania
$1.78M +$291K +2,982 +20%
OA
1606
Oak Associates
Ohio
$1.77M – – –
CFM
1607
Coronation Fund Managers
South Africa
$1.77M – – –
AWA
1608
Acorn Wealth Advisors
Michigan
$1.77M -$59.5K -594 -3%
CAMG
1609
CWA Asset Management Group
Florida
$1.77M +$68.6K +703 +4%
WCM
1610
Weik Capital Management
Pennsylvania
$1.76M +$265K +2,710 +18%
FCCM
1611
First City Capital Management
Georgia
$1.75M -$4K -41 -0.2%
SC
1612
Slow Capital
California
$1.75M +$25K +256 +1%
WP
1613
WealthSource Partners
California
$1.75M +$336K +3,439 +24%
KHLMTHM
1614
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.75M +$422K +4,323 +32%
WCP
1615
Welch Capital Partners
New York
$1.75M – – –
ESB
1616
Essex Savings Bank
Connecticut
$1.75M +$1.75M +17,918 New
RCIM
1617
Russell Clark Investment Management
United Kingdom
$1.75M -$5.2M -53,300 -75%
JWM
1618
Jackson Wealth Management
Florida
$1.75M -$14.3K -147 -0.8%
APP
1619
Avantax Planning Partners
Iowa
$1.75M +$164K +1,680 +10%
RA
1620
RFG Advisory
Alabama
$1.74M -$1.08M -11,027 -38%
NL
1621
NWAM LLC
Washington
$1.74M +$97.8K +1,002 +6%
LDB
1622
Lee, Danner & Bass
Tennessee
$1.74M +$259K +2,657 +17%
BCM
1623
Birmingham Capital Management
Alabama
$1.74M -$2.93K -30 -0.2%
HDIM
1624
Hanson & Doremus Investment Management
Vermont
$1.74M -$127K -1,298 -7%
CA
1625
Claro Advisors
Massachusetts
$1.74M +$1.74M +15,395 New
63 64
65
66 67