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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 %
TI
1676
Telemetry Investments
New York
$1.54M +$1.54M +15,800 New
SFWA
1677
Summit Financial Wealth Advisors
Louisiana
$1.54M -$146K -1,499 -9%
OCG
1678
Opus Capital Group
Ohio
$1.54M -$40.7K -417 -3%
CB
1679
CNB Bank
Pennsylvania
$1.53M +$80.6K +826 +6%
FCA
1680
FinTrust Capital Advisors
South Carolina
$1.53M +$1.53M +15,660 New
SFA
1681
Sequoia Financial Advisors
Ohio
$1.53M -$7.61K -78 -0.5%
GA
1682
GFS Advisors
Texas
$1.53M -$588K -6,020 -28%
WAM
1683
Weatherly Asset Management
California
$1.53M +$67.6K +692 +5%
SIG
1684
Sargent Investment Group
Maryland
$1.53M +$1.53M +15,618 New
BL
1685
BFSG LLC
California
$1.52M +$17.8K +182 +1%
SFM
1686
Signature Financial Management
Virginia
$1.52M -$105K -1,076 -6%
FFG
1687
Fortem Financial Group
California
$1.52M +$1.52M +15,544 New
GCM
1688
Galibier Capital Management
Ontario, Canada
$1.52M +$1.52M +15,535 New
CWM
1689
Cornerstone Wealth Management
Missouri
$1.51M -$133M -1,354,046 -99%
ZB
1690
Zions Bancorporation
Utah
$1.5M -$666K -6,827 -31%
KS
1691
Karpas Strategies
Connecticut
$1.5M +$2.05K +21 +0.1%
BMC
1692
Benin Management Corp
Connecticut
$1.5M +$58.6K +600 +4%
HIC
1693
Hartline Investment Corp
Illinois
$1.5M -$131K -1,340 -8%
RMCM
1694
Reynders McVeigh Capital Management
Massachusetts
$1.5M +$184K +1,885 +14%
CPIA
1695
Cornell Pochily Investment Advisors
New York
$1.5M +$348K +3,569 +30%
ODG
1696
O'Dell Group
Ohio
$1.49M -$303K -3,101 -17%
CA
1697
Calton & Associates
Florida
$1.49M -$159K -1,634 -10%
HFP
1698
Holistic Financial Partners
Indiana
$1.49M -$28.1K -288 -2%
SC
1699
Saturna Capital
Washington
$1.48M -$135K -1,387 -8%
KCPG
1700
Kavar Capital Partners Group
Kansas
$1.48M -$24.5K -251 -2%
66 67
68
69 70