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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 %
AIC
1701
Archer Investment Corporation
Indiana
$1.48M +$1.48M +15,109 New
TFS
1702
TrustCore Financial Services
Tennessee
$1.47M +$11K +113 +0.8%
LCM
1703
Liberty Capital Management
Michigan
$1.47M -$9.08K -93 -0.6%
WWM
1704
Windsor Wealth Management
Indiana
$1.47M +$35.1K +360 +2%
ACG
1705
Allen Capital Group
Nebraska
$1.47M +$609K +5,820 +71%
MSA
1706
Marino Stram & Associates
Massachusetts
$1.47M +$3.79K +38 +0.3%
WIM
1707
Weitz Investment Management
Nebraska
$1.46M +$244K +2,500 +20%
CWM
1708
Confluence Wealth Management
Oregon
$1.46M -$34.1K -349 -2%
SMC
1709
Smith, Moore & Co
Missouri
$1.46M -$11.9K -122 -0.8%
MC
1710
Machina Capital
France
$1.45M +$1.45M +14,885 New
DAM
1711
Delta Asset Management
Tennessee
$1.45M -$72.2K -740 -5%
GAG
1712
GM Advisory Group
New York
$1.45M – – –
NSAM
1713
North Star Asset Management
Wisconsin
$1.45M -$19.5K -200 -1%
AIP
1714
Almanack Investment Partners
Pennsylvania
$1.45M -$19K -195 -1%
BI
1715
Bredin Investment
Delaware
$1.45M – – –
CIA
1716
CSat Investment Advisory
Michigan
$1.44M +$139K +1,423 +11%
1WA
1717
180 Wealth Advisors
Washington
$1.44M -$32K -284 -2%
MSWM
1718
Mader & Shannon Wealth Management
Missouri
$1.43M -$1.9M -19,487 -57%
HC
1719
HNP Capital
New York
$1.43M +$1.43M +14,647 New
GWMIA
1720
Global Wealth Management Investment Advisory
Florida
$1.43M +$1.43M +14,616 New
LI
1721
Lafayette Investments
Maryland
$1.43M +$89.8K +920 +7%
CCM
1722
Condor Capital Management
New Jersey
$1.42M +$31.1K +319 +2%
MBT
1723
Monroe Bank & Trust
Michigan
$1.42M -$63.1K -646 -4%
GBT
1724
Grove Bank & Trust
Florida
$1.42M +$97.7K +1,001 +7%
CAI
1725
Capital Advisors Inc
Oklahoma
$1.41M +$495K +5,368 +54%
67 68
69
70 71