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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 %
ACP
1651
Ashfield Capital Partners
California
$1.65M -$39.5K -350 -2%
BFA
1652
Beaumont Financial Advisors
Massachusetts
$1.65M +$445K +3,949 +37%
WP
1653
WealthSource Partners
California
$1.64M -$78K -691 -5%
JIP
1654
Jaffetilchin Investment Partners
Florida
$1.64M +$61.3K +543 +4%
MFBTD
1655
MB Financial Bank - Trust Department
Illinois
$1.63M -$854K -7,563 -34%
WA
1656
WBH Advisory
Maryland
$1.63M -$150K -1,331 -8%
FFSOTS
1657
Fiduciary Financial Services of The Southwest
Texas
$1.62M +$77.1K +683 +5%
KF
1658
Krilogy Financial
Missouri
$1.62M +$51.3K +455 +3%
PMFA
1659
Plante Moran Financial Advisors
Michigan
$1.61M -$57.2K -507 -3%
SCG
1660
Sonata Capital Group
Washington
$1.61M -$31.3K -277 -2%
CCM
1661
Condor Capital Management
New Jersey
$1.61M -$1.69K -15 -0.1%
SAMC
1662
Spectrum Asset Management (California)
California
$1.61M +$1.61M +14,270 New
EP
1663
Edgestream Partners
New Jersey
$1.61M +$643K +5,703 +67%
SIC
1664
SFE Investment Counsel
California
$1.61M +$853K +7,562 +113%
CAM
1665
Covenant Asset Management
New Jersey
$1.6M -$25.8K -229 -2%
TL
1666
TrueWealth LLC
Georgia
$1.59M +$8.35K +74 +0.5%
PBO
1667
Peoples Bank (Ohio)
Ohio
$1.58M -$82.8K -734 -5%
WA
1668
Waverly Advisors
Alabama
$1.58M +$113 +1 +0%
CPO
1669
Cerity Partners OCIO
New York
$1.57M -$13.8K -122 -0.9%
MM
1670
Meridian Management
Arkansas
$1.57M +$1.57M +13,868 New
PP
1671
PagnatoKarp Partners
Virginia
$1.56M +$48.3K +428 +3%
FPFS
1672
First Personal Financial Services
North Carolina
$1.56M -$41.3K -366 -3%
JDR
1673
Jay D. Rosenbaum
$1.56M -$27.7K -245 -2%
NGA
1674
Naples Global Advisors
Florida
$1.56M +$14.2K +126 +0.9%
TWI
1675
Thomas White International
Illinois
$1.55M -$40.6K -360 -3%
65 66
67
68 69