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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 %
BEC
1676
Blue Edge Capital
Virginia
$1.55M +$5.87K +52 +0.4%
LI
1677
Lafayette Investments
Maryland
$1.54M +$170K +1,505 +12%
GI
1678
GS Investments
Minnesota
$1.53M +$56.4K +500 +4%
GBT
1679
Grove Bank & Trust
Florida
$1.53M -$8.24K -73 -0.5%
PFM
1680
Phillips Financial Management
Indiana
$1.52M -$8.97K -79 -0.6%
RMCM
1681
Reynders McVeigh Capital Management
Massachusetts
$1.52M +$22.6K +200 +2%
CIA
1682
CSat Investment Advisory
Michigan
$1.5M -$22K -195 -1%
WPC
1683
White Pine Capital
Minnesota
$1.5M – – –
LC
1684
LCNB Corp
Ohio
$1.49M +$17.3K +153 +1%
HT
1685
HAP Trading
New York
$1.49M -$5.5M -48,773 -79%
WP
1686
WMS Partners
Maryland
$1.49M +$66.1K +586 +5%
FCAG
1687
First Capital Advisors Group
New Jersey
$1.48M -$19.3K -171 -1%
1WA
1688
180 Wealth Advisors
Washington
$1.47M +$168K +1,485 +13%
HJA
1689
Hugh Johnson Advisors
New York
$1.46M +$1.13K +10 +0.1%
SJIM
1690
St. Johns Investment Management
Florida
$1.46M -$133K -1,182 -8%
KHLMTHM
1691
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.46M – – –
EWM
1692
Elmwood Wealth Management
California
$1.45M -$16.8K -149 -1%
LCM
1693
Logan Capital Management
Pennsylvania
$1.45M +$15.1K +134 +1%
BRWM
1694
B. Riley Wealth Management
Tennessee
$1.45M +$1.45M +12,848 New
CAS
1695
Cue Advisory Services
Arizona
$1.45M +$477K +4,226 +49%
VCM
1696
Versant Capital Management
Arizona
$1.44M -$48.7K -432 -3%
RCM
1697
RB Capital Management
Nevada
$1.43M -$127K -1,122 -8%
CG
1698
CFO4Life Group
Texas
$1.43M -$23.4K -207 -2%
AEPG
1699
American Economic Planning Group
New Jersey
$1.43M -$42.8K -379 -3%
SM
1700
Sciencast Management
New Jersey
$1.43M +$617K +5,863 +76%
66 67
68
69 70