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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 %
OCM
1651
Orleans Capital Management
Louisiana
$1.63M -$564K -5,780 -26%
OGC
1652
Oak Grove Capital
New Hampshire
$1.63M -$234K -2,400 -13%
EHC
1653
Everett Harris & Co
California
$1.63M – – –
RTC
1654
Riverview Trust Company
Washington
$1.62M +$1.62M +16,607 New
SCM
1655
Shapiro Capital Management
Georgia
$1.62M +$1.62M +16,580 New
KFGK
1656
Keystone Financial Group (Kentucky)
Kentucky
$1.61M +$42.6K +436 +3%
CCG
1657
Ceeto Capital Group
Florida
$1.61M – – –
PA
1658
PFG Advisors
Arizona
$1.61M +$1.61M +15,654 New
SOAMC
1659
Spirit of America Management Corp
New York
$1.61M +$45.4K +465 +3%
CAM
1660
Covenant Asset Management
New Jersey
$1.6M – – –
KA
1661
Kintegral Advisory
New York
$1.6M +$1.6M +16,414 New
V
1662
VeraBank
Texas
$1.6M +$1.6M +16,335 New
UBPAM
1663
Union Bancaire Privee Asset Management
New York
$1.59M +$1.59M +16,282 New
DAC
1664
Dividend Assets Capital
South Carolina
$1.59M -$390K -3,999 -20%
CAM
1665
Cacti Asset Management
Georgia
$1.59M +$64.4K +660 +4%
KTC
1666
Kistler-Tiffany Companies
Pennsylvania
$1.58M -$20.2K -207 -1%
HCM
1667
Highlander Capital Management
New Jersey
$1.57M -$299K -3,016 -16%
BRWM
1668
B. Riley Wealth Management
Tennessee
$1.57M +$312K +3,191 +25%
FFG
1669
Ford Financial Group
California
$1.56M +$1.56M +16,028 New
GRP
1670
Global Retirement Partners
California
$1.56M -$244K -2,497 -14%
BHB
1671
Bank Hapoalim BM
Israel
$1.56M -$1.84M -18,820 -54%
FPA
1672
First Pacific Advisors
California
$1.55M -$9.76K -100 -0.6%
MCM
1673
Mitchell Capital Management
Kansas
$1.55M +$112K +1,149 +8%
SW
1674
SlateStone Wealth
Florida
$1.55M +$1.55M +15,881 New
KF
1675
Krilogy Financial
Missouri
$1.55M +$146K +1,498 +10%
65 66
67
68 69