JPM icon

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 %
CG
1726
CFO4Life Group
Texas
$1.41M +$171K +1,756 +14%
KA
1727
Kovack Advisors
Florida
$1.41M -$156K -1,594 -10%
PMFA
1728
Plante Moran Financial Advisors
Michigan
$1.4M +$878 +9 +0.1%
SCG
1729
Sonata Capital Group
Washington
$1.39M – – –
BFA
1730
Beaumont Financial Advisors
Massachusetts
$1.39M -$33K -338 -2%
WCM
1731
Wisconsin Capital Management
Wisconsin
$1.39M +$1.39M +14,250 New
TL
1732
TrueWealth LLC
Georgia
$1.39M +$10.5K +108 +0.8%
CPA
1733
Cowen Prime Advisors
New York
$1.38M -$410K -4,200 -23%
FSCM
1734
Front Street Capital Management
Montana
$1.38M +$1.06M +10,811 +322%
SFSG
1735
Stearns Financial Services Group
North Carolina
$1.38M -$60.2K -617 -4%
BAM
1736
Blueshift Asset Management
New Jersey
$1.38M +$1.38M +14,113 New
BFO
1737
Biltmore Family Office
North Carolina
$1.38M +$152K +1,561 +12%
FFSOTS
1738
Fiduciary Financial Services of The Southwest
Texas
$1.38M -$27K -277 -2%
QCM
1739
Quest Capital Management
Texas
$1.37M +$1.37M +14,026 New
SAMC
1740
Spectrum Asset Management (California)
California
$1.37M -$26.5K -272 -2%
VRM
1741
Vectors Research Management
New York
$1.36M +$172K +1,760 +14%
CT
1742
Clearstead Trust
Maine
$1.36M -$594K -6,089 -30%
OWP
1743
Obermeyer Wealth Partners
Colorado
$1.36M -$138K -1,416 -9%
TWI
1744
Thomas White International
Illinois
$1.34M – – –
6M
1745
6 Meridian
Kansas
$1.34M -$127K -1,300 -9%
HF
1746
HRT Financial
New York
$1.34M -$5.73M -58,683 -81%
BEC
1747
Blue Edge Capital
Virginia
$1.33M -$10.3K -106 -0.8%
PBO
1748
Peoples Bank (Ohio)
Ohio
$1.33M -$40.7K -417 -3%
FPFS
1749
First Personal Financial Services
North Carolina
$1.33M -$22.2K -227 -2%
LCAM
1750
London & Capital Asset Management
United Kingdom
$1.32M +$1.32M +13,553 New
68 69
70
71 72