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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 %
FNBTCON
1726
First National Bank & Trust Co of Newtown
Pennsylvania
$1.32M -$33.9K -301 -3%
CIM
1727
Confluence Investment Management
Missouri
$1.32M -$1.81K -16 -0.1%
AIC
1728
Ayalon Insurance Company
Israel
$1.32M – – –
GWM
1729
Greenwich Wealth Management
Connecticut
$1.32M +$11.5K +102 +0.9%
CHJWM
1730
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.31M +$34.9K +309 +3%
MWVC
1731
Morgens Waterfall Vintiadis & Co
New York
$1.31M +$790K +7,000 +153%
GCMG
1732
Gyroscope Capital Management Group
Florida
$1.3M +$195K +1,700 +18%
OIM
1733
Orca Investment Management
Oregon
$1.3M -$26.2K -232 -2%
GRQ
1734
Gardner Russo & Quinn
Pennsylvania
$1.3M +$1.07M +9,520 +476%
BWM
1735
BerganKDV Wealth Management
Minnesota
$1.3M +$32.4K +287 +3%
KAS
1736
Kemnay Advisory Services
New York
$1.3M -$79.1K -701 -6%
SIM
1737
SSI Investment Management
California
$1.3M -$6.87K -61 -0.5%
CASB
1738
Cape Ann Savings Bank
Massachusetts
$1.29M -$10.2K -90 -0.8%
AI
1739
Accredited Investors
Minnesota
$1.29M -$204K -1,811 -14%
HAC
1740
Harbor Advisory Corp
New Hampshire
$1.29M -$2.82K -25 -0.2%
LSAG
1741
Lake Street Advisors Group
New Hampshire
$1.28M -$661K -5,858 -34%
VRM
1742
Vectors Research Management
New York
$1.28M +$1.28M +12,183 New
MWM
1743
Mission Wealth Management
California
$1.27M -$4.17K -37 -0.3%
EM
1744
ELCO Management
New York
$1.27M -$2.82K -25 -0.2%
AP
1745
Atwood & Palmer
Missouri
$1.25M -$159K -1,405 -11%
MIS
1746
Morningstar Investment Services
Illinois
$1.25M -$30.9K -274 -2%
BHBT
1747
Burke & Herbert Bank & Trust
Virginia
$1.25M +$2.26K +20 +0.2%
FFC
1748
First Financial Corp
Indiana
$1.25M -$9.93K -88 -0.8%
OAM
1749
Oak Asset Management
California
$1.24M – – –
GFP
1750
Gryphon Financial Partners
Ohio
$1.24M +$355K +3,142 +40%
68 69
70
71 72