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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 %
WCM
1626
Weik Capital Management
Pennsylvania
$1.73M +$22.6K +200 +1%
VNIM
1627
Vaughan Nelson Investment Management
Texas
$1.72M – – –
MBT
1628
Monroe Bank & Trust
Michigan
$1.72M +$19.9K +176 +1%
WPW
1629
Waldron Private Wealth
Pennsylvania
$1.72M +$212K +1,883 +14%
LDB
1630
Lee, Danner & Bass
Tennessee
$1.71M -$435K -3,855 -20%
LCM
1631
Liberty Capital Management
Michigan
$1.71M +$42K +372 +3%
CC
1632
Cornerstone Capital
California
$1.7M +$729K +6,464 +75%
SMC
1633
Smith, Moore & Co
Missouri
$1.7M +$71.1K +630 +4%
NSAM
1634
North Star Asset Management
Wisconsin
$1.7M +$102K +900 +6%
JC
1635
JBF Capital
Colorado
$1.69M -$1.69M -15,000 -50%
VFM
1636
Viking Fund Management
North Dakota
$1.69M – – –
UM
1637
Ulysses Management
New York
$1.69M – – –
6M
1638
6 Meridian
Kansas
$1.69M +$1.69M +15,000 New
TFS
1639
TrustCore Financial Services
Tennessee
$1.69M +$33.6K +298 +2%
WAM
1640
Weatherly Asset Management
California
$1.69M +$20.2K +179 +1%
GAG
1641
GM Advisory Group
New York
$1.68M -$84.6K -750 -5%
CB
1642
CNB Bank
Pennsylvania
$1.67M -$72K -638 -4%
AIP
1643
Almanack Investment Partners
Pennsylvania
$1.67M +$998K +8,952 +148%
BI
1644
Bredin Investment
Delaware
$1.67M – – –
BMC
1645
Benin Management Corp
Connecticut
$1.67M – – –
SFSG
1646
Stearns Financial Services Group
North Carolina
$1.67M +$29.1K +258 +2%
MCM
1647
Mitchell Capital Management
Kansas
$1.66M +$199K +1,760 +14%
WWM
1648
Windsor Wealth Management
Indiana
$1.66M +$8.69K +77 +0.5%
CH
1649
Canton Hathaway
Rhode Island
$1.66M +$1.66M +14,673 New
MSA
1650
Marino Stram & Associates
Massachusetts
$1.65M -$4.97K -44 -0.3%
64 65
66
67 68