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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 %
WCM
1701
Windsor Capital Management
Arizona
$1.42M +$29K +257 +2%
BFO
1702
Biltmore Family Office
North Carolina
$1.42M +$14.2K +126 +1%
AFP
1703
Ausdal Financial Partners
Iowa
$1.41M -$156K -1,381 -10%
WIM
1704
Weitz Investment Management
Nebraska
$1.41M – – –
DWM
1705
Dynasty Wealth Management
Florida
$1.41M +$631K +5,591 +81%
DC
1706
DeDora Capital
California
$1.4M -$20.3K -180 -1%
GCA
1707
Gradient Capital Advisors
California
$1.4M +$37.8K +335 +3%
SMH
1708
Sanders Morris Harris
Texas
$1.4M -$123K -1,090 -8%
LNB
1709
Ledyard National Bank
$1.4M +$226 +2 +0%
TCM
1710
Tributary Capital Management
Nebraska
$1.39M -$166K -1,475 -11%
CBA
1711
Coastal Bridge Advisors
Connecticut
$1.38M – – –
HGWM
1712
Harvest Group Wealth Management
Massachusetts
$1.37M +$4.97K +44 +0.4%
BC
1713
Banced Corp
Illinois
$1.37M -$34.9K -309 -2%
HEIP
1714
Hudson Edge Investment Partners
New Jersey
$1.37M -$2.26K -20 -0.2%
HT
1715
HighTower Trust
Texas
$1.36M +$22.6K +200 +2%
AWM
1716
Aries Wealth Management
Maine
$1.36M – – –
PI
1717
Parkside Investments
Illinois
$1.35M -$16.9K -150 -1%
PWAP
1718
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.35M – – –
PFBT
1719
Parkside Financial Bank & Trust
Missouri
$1.35M -$16.5K -146 -1%
RTS
1720
Round Table Services
New Jersey
$1.34M +$242K +2,143 +22%
FCMT
1721
Founders Capital Management (Texas)
Texas
$1.34M -$22.5K -199 -2%
NP
1722
Ninepoint Partners
Ontario, Canada
$1.33M -$79K -700 -6%
NWP
1723
Northstar Wealth Partners
Connecticut
$1.33M +$227K +2,015 +21%
CPIA
1724
Cornell Pochily Investment Advisors
New York
$1.33M -$31.9K -283 -2%
CAC
1725
Certified Advisory Corp
Florida
$1.32M +$2.37K +21 +0.2%
67 68
69
70 71