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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 %
MIM
1751
Miller Investment Management
Pennsylvania
$1.24M -$3.95K -35 -0.3%
TMC
1752
Trellus Management Company
Florida
$1.24M – – –
JA
1753
JOYN Advisors
Georgia
$1.24M +$3.84K +34 +0.3%
CAAS
1754
Capital Asset Advisory Services
Michigan
$1.24M +$35.1K +311 +3%
SCM
1755
Sterneck Capital Management
Missouri
$1.23M -$61.5K -545 -5%
WAP
1756
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$38.5K +341 +3%
PP
1757
PDS Planning
Ohio
$1.23M +$135K +1,197 +12%
MPPLM
1758
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.22M +$25.2K +223 +2%
GA
1759
Geller Advisors
New York
$1.22M – – –
RWM
1760
Ritholtz Wealth Management
New York
$1.22M +$44.3K +393 +4%
TC
1761
Truvestments Capital
Florida
$1.21M +$109K +965 +10%
GCA
1762
Gideon Capital Advisors
New York
$1.2M +$1.2M +10,670 New
SAM
1763
Shamrock Asset Management
Texas
$1.2M -$3.95K -35 -0.3%
RP
1764
Riverbridge Partners
Minnesota
$1.19M – – –
BIA
1765
Bigelow Investment Advisors
Maine
$1.19M +$15.6K +138 +1%
MCM
1766
Maple Capital Management
Vermont
$1.18M -$214K -1,894 -15%
CAW
1767
Cornerstone Advisors (Washington)
Washington
$1.18M -$219K -1,937 -16%
OFS
1768
Orrstown Financial Services
Pennsylvania
$1.18M -$78.9K -699 -6%
PG
1769
Proffitt & Goodson
Tennessee
$1.17M -$47.2K -418 -4%
AWM
1770
AllSquare Wealth Management
New York
$1.17M +$11.3K +100 +1%
LFASL
1771
Lugano Financial Advisors SA (LFA)
Switzerland
$1.17M +$121K +1,070 +12%
PK
1772
Pflug Koory
Nebraska
$1.16M -$364K -3,225 -24%
CGA
1773
Crescent Grove Advisors
Illinois
$1.16M +$33.9K +300 +3%
SFG
1774
Summit Financial Group
West Virginia
$1.15M -$37.8K -335 -3%
LC
1775
Loews Corp
New York
$1.15M – – –
69 70
71
72 73