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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 %
CCA
1626
Cobblestone Capital Advisors
New York
$1.74M -$89.8K -920 -5%
RT
1627
Rockland Trust
Massachusetts
$1.74M +$209K +2,137 +14%
MFG
1628
Monte Financial Group
Connecticut
$1.73M -$13.5K -138 -0.8%
MGIA
1629
Moneta Group Investment Advisors
Missouri
$1.72M -$200K -2,046 -10%
CAN
1630
Claraphi Advisory Network
United States
$1.72M -$51.5K -527 -3%
SLT
1631
St Louis Trust
Missouri
$1.72M – – –
VCAM
1632
Van Cleef Asset Management
Ohio
$1.71M -$17.4K -178 -1%
FPIS
1633
Financial Planning & Information Services
Wisconsin
$1.71M – – –
SB
1634
Strategic Blueprint
Georgia
$1.7M +$1.7M +17,441 New
VCM
1635
Vivaldi Capital Management
Illinois
$1.7M +$1.49M +15,219 +706%
RWM
1636
RKL Wealth Management
Pennsylvania
$1.69M -$20.2K -206 -1%
IDBONY
1637
Israel Discount Bank of New York
New York
$1.68M -$5.37K -55 -0.3%
HIC
1638
Holderness Investments Company
North Carolina
$1.68M +$133K +1,360 +9%
GC
1639
Garde Capital
Washington
$1.68M +$9.28K +95 +0.6%
CFGS
1640
Concourse Financial Group Securities
Alabama
$1.68M +$1.08M +11,066 +181%
COI
1641
Connable Office Inc
Michigan
$1.67M -$46.6K -477 -3%
CL
1642
Choreo LLC
Illinois
$1.67M +$67.5K +691 +4%
NCM
1643
Neumann Capital Management
California
$1.67M -$371K -3,800 -18%
YIA
1644
YHB Investment Advisors
Connecticut
$1.67M -$2.49M -25,551 -60%
PFSC
1645
Peoples Financial Services Corp
Pennsylvania
$1.65M -$4.88K -50 -0.3%
CG
1646
Cutler Group
California
$1.65M -$2.53M -25,961 -61%
BIM
1647
Beach Investment Management
Pennsylvania
$1.64M -$826K -8,460 -33%
EFSCE
1648
Enterprise Financial Services Corp (EFSC)
Missouri
$1.64M -$32K -328 -2%
WG
1649
Welch Group
Alabama
$1.64M +$30.3K +310 +2%
NGA
1650
Naples Global Advisors
Florida
$1.63M +$250K +2,495 +18%
64 65
66
67 68